Institutional Ownership
Capital Group Dividend Value
CUSIP 14020W106SHS CREATION UNICGDVQ1 2026
Institutional Holders
725
13F filers
Shares Held
507.74M
Aggregate institutional
Institutional Value
$20.99B
Q1 2026
Net New Holders
+39
74 new · 35 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions74
Increased426
Decreased143
Sold out35
Institutional Holders
725 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 71.85M | $3.06B | +8.36M | Added |
| 2 | Morgan Stanley | 26.18M | $1.11B | +3.35M | Added |
| 3 | Raymond James Financial Inc | 25.83M | $1.10B | +2.24M | Added |
| 4 | Capital International Investors | 22.90M | $974.23M | +2.4K | Added |
| 5 | Envestnet Asset Management Inc | 20.80M | $884.94M | +1.97M | Added |
| 6 | Northwestern Mutual Wealth Management Co | 19.81M | $842.55M | +1.05M | Added |
| 7 | Wells Fargo & Company/Mn | 19.05M | $810.50M | +2.74M | Added |
| 8 | Cetera Investment Advisers | 18.36M | $781.00M | +1.96M | Added |
| 9 | Bank Of America Corp /De/ | 17.91M | $762.02M | +1.17M | Added |
| 10 | Commonwealth Equity Services, LLC | 13.47M | $572.93M | +1.11M | Added |
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