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Institutional Ownership

Capital Group Dividend Value

CUSIP 14020W106SHS CREATION UNICGDVQ1 2026

13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
13.4%
Max % of class reported
Institutional Holders
725
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

3 filings · latest Jun 7, 2022

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#FiledReporting PersonForm% of ClassSharesFiling
1Jun 7, 2022Janney Montgomery Scott LLC13G/A4.0%458.3KSEC
2May 5, 2022Janney Montgomery Scott LLC13G6.9%455.6KSEC
3Apr 8, 2022Janney Montgomery Scott LLC13G13.4%435.4KSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Lpl Financial LLC71.85M$3.06B
2Morgan Stanley26.18M$1.11B
3Raymond James Financial Inc25.83M$1.10B
4Capital International Investors22.90M$974.23M
5Envestnet Asset Management Inc20.80M$884.94M
6Northwestern Mutual Wealth Management Co19.81M$842.55M
7Wells Fargo & Company/Mn19.05M$810.50M
8Cetera Investment Advisers18.36M$781.00M
9Bank Of America Corp /De/17.91M$762.02M
10Commonwealth Equity Services, LLC13.47M$572.93M