13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
CGDV

CAPITAL GROUP DIVIDEND VALUE

779 institutions still hold CAPITAL GROUP DIVIDEND VALUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020W106·Exchange Traded Fund·779 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$14.7B
visible holders
Holders
779
filers reporting
Concentration
20.82%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

779 institutions reported CGDV in Q1 2026. LPL Financial LLC leads at 20.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$3.1B71.9M0.81%Q1 202602
MORGAN STANLEY
CIK 0000895421
$1.1B26.2M0.07%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.1B25.8M0.34%Q1 202604
Capital International Investors
CIK 0001562230
$974M22.9M0.23%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$885M20.8M0.24%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$843M19.8M0.52%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$811M19.1M0.15%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$781M18.4M0.83%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$762M17.9M0.06%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$573M13.5M0.80%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$562M13.5M0.27%Q1 202612
Capital Group Private Client Services, Inc.
CIK 0001857666
$495M11.6M8.34%Q1 202613
Advance Capital Management, Inc.
CIK 0001536029
$434M10.2M16.43%Q1 202614
UBS Group AG
CIK 0001610520
$403M9.5M0.06%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$396M9.3M0.58%Q1 202616
Confluence Wealth Services, Inc.
CIK 0001910411
$343M7.0M9.81%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$325M7.6M0.84%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$318M7.5M0.06%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$260M6.1M0.24%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$249M5.9M0.94%Q1 2026
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