CGDV · Insider trading · 13F holders · Congress trades
Capital Group Dividend Value (CGDV)
Who is buying and selling CGDV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 343
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGDV at a glance
- No open-market insider purchases or sales of CGDV were filed in the last 90 days.
- 343 13F filers hold CGDV among their 50 largest positions, worth $18.1B combined. The biggest bets by portfolio weight are Erickson Financial Group, LLC (27.9%), Forge Financial Services LLC (24.1%) and Challenger Wealth Management (17.0%). In their latest 13Fs, 4 managers opened a new position and 121 added to one.
- No member of Congress has disclosed a trade in CGDV.
CGDV insider trading
No open-market insider purchases or sales of CGDV were filed in the last 90 days.
Who owns CGDV? Hedge funds and superinvestors
343 13F filers hold CGDV among their 50 largest positions, worth $18.1B combined. The biggest bets by portfolio weight are Erickson Financial Group, LLC (27.9%), Forge Financial Services LLC (24.1%) and Challenger Wealth Management (17.0%). In their latest 13Fs, 4 managers opened a new position and 121 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| LPL Financial LLCWealth manager | 0.9% | $4.0B | 81,072,273 | +12.8% shares | Q2 2026 |
| Raymond James Financial IncBroker-dealer | 0.4% | $1.4B | 27,792,280 | +7.6% shares | Q2 2026 |
| Northwestern Mutual Wealth Management CoWealth manager | 0.6% | $1.1B | 21,588,874 | +9.0% shares | Q2 2026 |
| Cetera Investment AdvisersWealth manager | 0.8% | $900.6M | 18,275,976 | -0.5% shares | Q2 2026 |
| Jones Financial Companies LllpBroker-dealer | 0.3% | $796.5M | 16,425,629 | +21.8% shares | Q2 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.8% | $673.6M | 13,667,917 | +1.5% shares | Q2 2026 |
| Capital Group Private Client Services, Inc.Wealth manager | 8.8% | $623.8M | 12,659,156 | +8.8% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.7% | $569.0M | 11,545,200 | +24.1% shares | Q2 2026 |
| Advance Capital Management, Inc.Wealth manager | 17.0% | $525.2M | 10,657,305 | +4.6% shares | Q2 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.9% | $386.5M | 7,842,610 | +2.7% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 9.8% | $343.0M | 6,959,626 | +15.2% shares | Q2 2026 |
| Kestra Advisory Services, LLCWealth manager | 1.1% | $342.7M | 6,955,068 | +18.7% shares | Q2 2026 |
| Private Advisor Group, LLCWealth manager | 1.3% | $288.7M | 5,858,151 | +56.2% shares | Q2 2026 |
| Forge Financial Services LLCWealth manager | 24.1% | $280.2M | 5,686,869 | +0.8% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.5% | $250.3M | 5,078,583 | +18.9% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 1.0% | $184.7M | 3,780,677 | +1.3% shares | Q3 2026 |
| &partnersHedge fund | 0.6% | $141.9M | 2,876,171 | +8.6% shares | Q2 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 2.4% | $124.7M | 2,530,961 | -23.3% shares | Q2 2026 |
| Bogart Wealth, LLCWealth manager | 4.1% | $119.7M | 2,429,786 | +1.3% shares | Q2 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 2.0% | $118.8M | 2,432,802 | +93.2% shares | Q3 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 11.5% | $105.1M | 2,152,340 | +0.5% shares | Q3 2026 |
| Equitable Holdings, Inc.Insurance company | 0.6% | $93.4M | 1,895,821 | -0.7% shares | Q2 2026 |
| Merit Financial Group, LLCWealth manager | 0.5% | $87.0M | 1,765,060 | -1.5% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 0.9% | $85.2M | 1,727,974 | +2.8% shares | Q2 2026 |
| Integrated Wealth Concepts LLCWealth manager | 0.5% | $79.2M | 1,607,954 | +10.9% shares | Q2 2026 |
| WNY Asset Management, LLCWealth manager | 7.0% | $78.5M | 1,592,072 | +0.1% shares | Q2 2026 |
| IAM Advisory, LLCWealth manager | 14.1% | $72.1M | 1,463,839 | +0.6% shares | Q2 2026 |
| Aptus Capital Advisors, LLCWealth manager | 0.5% | $70.4M | 1,429,177 | +1.3% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 0.6% | $66.3M | 1,344,683 | — | Q2 2026 |
| Guardian Wealth Advisors, LLC / NcWealth manager | 3.6% | $63.2M | 1,281,501 | +2.1% shares | Q2 2026 |
The 30 largest of 343 positions, by value. Each manager counts with its latest 13F (Q3 2026: 167, Q2 2026: 176). Screen CGDV in the grand portfolio →
CGDV stock trades by members of Congress
No member of Congress has disclosed a trade in CGDV.
CGDV questions and answers
Are insiders buying CGDV stock?
No open-market insider purchases or sales of CGDV were filed in the last 90 days.
Which hedge funds own CGDV?
343 13F filers hold CGDV among their 50 largest positions, worth $18.1B combined. The biggest bets by portfolio weight are Erickson Financial Group, LLC (27.9%), Forge Financial Services LLC (24.1%) and Challenger Wealth Management (17.0%). In their latest 13Fs, 4 managers opened a new position and 121 added to one.
Has Congress traded CGDV?
No member of Congress has disclosed a trade in CGDV.
Who is the largest holder of CGDV?
Among 13F filers, LPL Financial LLC reports the largest CGDV position, $4.0B (81,072,273 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Erickson Financial Group, LLC's: 27.9% of its portfolio.
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