CGDV

Cap Group Dividend Value

Latest period2026 - Q2Total superinvestors93

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 93 superinvestors own shares of Cap Group Dividend Value (CGDV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

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

SuperinvestorPortfolio %Reported Value
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 0.65%
14.06%
$72.138M
1.464M shares@ 49.29 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -3.54%
1.18%
$62.067M
1.259M shares@ 49.29 avg price
Aryn Sands@Bay Colony Advisory Group, Inc D B A Bay Colony Advisors
Recent Activity
Increased 2.15%
6.01%
$54.253M
1.101M shares@ 49.28 avg price
Todd Smallwood@Procyon Advisors, Llc
Recent Activity
Increased 7.5%
2.21%
$51.154M
1.038M shares@ 49.29 avg price
James Exley@Wealth Science Advisors Llc
Recent Activity
Increased 5.81%
15%
$33.743M
684,713 shares@ 49.29 avg price
Kathleen Halliwell@Dmkc Advisory Services, Llc
Recent Activity
Increased 1272.75%
5.68%
$30.082M
610,433 shares@ 49.29 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Increased 16.1%
2.45%
$28.582M
579,994 shares@ 49.29 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 4.62%
2.55%
$28.073M
569,657 shares@ 49.29 avg price
Dawnalizabeth Henke@Capital Advantage, Inc.
Recent Activity
Increased 0.46%
3.25%
$26.579M
539,351 shares@ 49.29 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 23.08%
0.11%
$21.945M
445,308 shares@ 49.29 avg price

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