CGDV — Capital Group Dividend Value Institutional Holders · Q3 2026

Name: Who Owns CGDV? 41 Institutions Hold $266M (Q3 2026)
Creator: ko.io

Who owns Capital Group Dividend Value (CGDV)? 41 institutions reported holding $265.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($45.3M), Wealth Science Advisors LLC ($35.4M), Avaii Wealth Management, LLC ($29.7M).

Rank	Institution	Value	Shares	Change
1	PARK NATIONAL CORP /OH/	$45.3M	926,998	Added
2	Wealth Science Advisors LLC	$35.4M	724,841	Added
3	AVAII WEALTH MANAGEMENT, LLC	$29.7M	603,272	Trimmed
4	Venture Visionary Partners LLC	$23.1M	472,521	Added
5	Farther Finance Advisors, LLC	$22.4M	458,445	Added
6	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$21.3M	435,524	Added
7	Kaizen Financial Strategies	$12.0M	245,374	Trimmed
8	Olistico Wealth, LLC	$10.6M	216,687	Added
9	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$9.9M	203,223	Trimmed
10	Bill Few Associates, Inc.	$9.5M	195,237	Added
11	First Heartland Consultants, Inc.	$8.2M	168,033	Trimmed
12	M.E. ALLISON & CO., INC.	$7.7M	158,161	Added
13	TITLEIST ASSET MANAGEMENT, LLC	$6.0M	122,340	Added
14	Harpswell Capital Advisors, LLC	$6.0M	122,163	Trimmed
15	Cooper Financial Group	$4.4M	90,495	Added
16	Stonebridge Financial Group, LLC	$3.1M	64,043	Added
17	PRIVATE CLIENT SERVICES, LLC	$2.2M	45,602	Added
18	Elm3 Financial Group, LLC	$1.4M	29,398	Added
19	Lincoln Capital LLC	$1.4M	29,258	Added
20	Freestate Advisors LLC	$1.1M	22,962	Added
21	Wisconsin Wealth Advisors, LLC	$876,021	17,933	Added
22	CapWealth Advisors, LLC	$747,816	15,308	Trimmed
23	Ballew Advisors, Inc	$674,680	13,713	Added
24	Capital Planning LLC	$443,834	9,057	Hold
25	Versant Capital Management, Inc	$427,242	8,746	Hold

Source: SEC Form 13F filings · as of 2026-09-30