Who Owns CAPITAL GROUP DIVIDEND VALUE (CGDV)? -- Institutional Holders (2026-03-31)

762 institutions reported holding $21.60B of CAPITAL GROUP DIVIDEND VALUE (CGDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($3.06B), MORGAN STANLEY ($1.11B), RAYMOND JAMES FINANCIAL INC ($1.10B), Capital International Investors ($974.2M), ENVESTNET ASSET MANAGEMENT INC ($884.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$3.06B71.9MAdded
2MORGAN STANLEY$1.11B26.2MAdded
3RAYMOND JAMES FINANCIAL INC$1.10B25.8MAdded
4Capital International Investors$974.2M22.9MAdded
5ENVESTNET ASSET MANAGEMENT INC$884.9M20.8MAdded
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$842.6M19.8MAdded
7WELLS FARGO & COMPANY/MN$810.5M19.1MAdded
8Cetera Investment Advisers$781.0M18.4MAdded
9BANK OF AMERICA CORP /DE/$762.0M17.9MAdded
10COMMONWEALTH EQUITY SERVICES, LLC$572.9M13.5MAdded
11JONES FINANCIAL COMPANIES LLLP$562.3M13.5MAdded
12Capital Group Private Client Services, Inc.$494.9M11.6MAdded
13Advance Capital Management, Inc.$433.6M10.2MAdded
14UBS Group AG$402.8M9.5MAdded
15OSAIC HOLDINGS, INC.$395.9M9.3MAdded
16Cambridge Investment Research Advisors, Inc.$324.8M7.6MAdded
17Royal Bank of Canada$318.2M7.5MAdded
18STIFEL FINANCIAL CORP$260.3M6.1MAdded
19Confluence Wealth Services, Inc.$257.1M6.0MAdded
20Kestra Advisory Services, LLC$249.2M5.9MAdded
21Forge Financial Services LLC$240.0M5.6MAdded
22MML INVESTORS SERVICES, LLC$181.7M4.3MTrimmed
23Private Advisor Group, LLC$159.6M3.8MAdded
24D.A. DAVIDSON & CO.$154.8M3.6MAdded
25Kestra Investment Management, LLC$140.3M3.3MAdded

Source: SEC Form 13F filings · as of 2026-03-31