CGDV — Capital Group Dividend Value 机构持仓 · 2026年Q3

Name: 谁持有 CGDV？41 家机构、2.7 亿美元（2026年Q3）
Creator: ko.io

谁持有 Capital Group Dividend Value（CGDV）？2026年Q3（报告期截至 2026-09-30）共有 41 家机构在 SEC 13F 申报中报告持有，合计 2.66 亿美元。前几大持有机构：Park National Corp（4,530.00 万美元）、Wealth Science Advisors LLC（3,540.00 万美元）、Avaii Wealth Management, LLC（2,970.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30