CGDV

Cap Group Dividend Value

Latest period2026 - Q1Total superinvestors728

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 728 superinvestors own shares of Cap Group Dividend Value (CGDV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Dividend Value (CGDV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Dividend Value (CGDV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Dividend Value (CGDV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Kirk Evangeliou@Lpl Financial Llc Recent Activity Increased 13.17%	0.82%	$3.057B 71.85M shares@ 42.54 avg price	Increased 13.17%
Claire Gordon@Morgan Stanley Recent Activity Increased 14.67%	0.07%	$1.114B 26.179M shares@ 42.55 avg price	Increased 14.67%
Rachel Jacobson@Raymond James Financial Inc Recent Activity Increased 9.52%	0.34%	$1.099B 25.835M shares@ 42.55 avg price	Increased 9.52%
Robert W. Lovelace@Capital International Investors Recent Activity Increased 0.02%	0.23%	$974.231M 22.902M shares@ 42.54 avg price	Increased 0.02%
Sean P. Skuja@Envestnet Asset Management Inc Recent Activity Increased 10.48%	0.24%	$884.943M 20.803M shares@ 42.55 avg price	Increased 10.48%
Matt Moore@Northwestern Mutual Wealth Management Co Recent Activity Increased 5.61%	0.52%	$842.55M 19.806M shares@ 42.54 avg price	Increased 5.61%
Patricia Arce@Wells Fargo & Company Mn Recent Activity Increased 16.81%	0.16%	$810.503M 19.053M shares@ 42.54 avg price	Increased 16.81%
Kristy Haley@Cetera Investment Advisers Recent Activity Increased 11.96%	0.84%	$781.004M 18.359M shares@ 42.54 avg price	Increased 11.96%
Andres Ortiz@Bank Of America Corp De Recent Activity Increased 6.97%	0.06%	$762.02M 17.913M shares@ 42.54 avg price	Increased 6.97%
Aaron Albritton@Jones Financial Companies Lllp Recent Activity Increased 30.49%	0.28%	$562.272M 13.484M shares@ 41.71 avg price	Increased 30.49%

1-10 of 728