Who Owns CAP GROUP DIVIDEND VALUE (CGDV)? -- Institutional Holders (2026-06-30)

808 institutions reported holding $27.06B of CAP GROUP DIVIDEND VALUE (CGDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($4.00B), MORGAN STANLEY ($1.38B), RAYMOND JAMES FINANCIAL INC ($1.37B), Capital International Investors ($1.13B), ENVESTNET ASSET MANAGEMENT INC ($1.10B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$4.00B81.1MAdded
2MORGAN STANLEY$1.38B28.1MAdded
3RAYMOND JAMES FINANCIAL INC$1.37B27.8MAdded
4Capital International Investors$1.13B23.0MAdded
5ENVESTNET ASSET MANAGEMENT INC$1.10B22.2MAdded
6WELLS FARGO & COMPANY/MN$1.08B21.8MAdded
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.06B21.6MAdded
8BANK OF AMERICA CORP /DE/$907.7M18.4MAdded
9Cetera Investment Advisers$900.6M18.3MTrimmed
10JONES FINANCIAL COMPANIES LLLP$796.5M16.4MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$673.6M13.7MAdded
12Capital Group Private Client Services, Inc.$623.8M12.7MAdded
13OSAIC HOLDINGS, INC.$569.0M11.5MAdded
14Advance Capital Management, Inc.$525.2M10.7MAdded
15UBS Group AG$485.8M9.9MAdded
16Royal Bank of Canada$395.6M8.0MAdded
17Cambridge Investment Research Advisors, Inc.$386.5M7.8MAdded
18Confluence Wealth Services, Inc.$343.0M7.0MAdded
19Kestra Advisory Services, LLC$342.7M7.0MAdded
20STIFEL FINANCIAL CORP$321.4M6.5MAdded
21Private Advisor Group, LLC$288.7M5.9MAdded
22Forge Financial Services LLC$280.2M5.7MAdded
23MML INVESTORS SERVICES, LLC$250.3M5.1MAdded
24CIBC Bancorp USA Inc.$217.4M4.4MAdded
25D.A. DAVIDSON & CO.$183.9M3.7MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30