Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Dividend Value (CGDV)

716 + Investors. Track Smart Money conviction in CGDV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — CGDV

Based on 724 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
724 hedge funds hold CGDV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+240 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

511 buying195 selling
Last quarter: 511 funds were net buyers (91 opened a brand new position + 420 added to an existing one). Only 195 were sellers (139 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-55 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 82 → 146 → 91. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 32% long-term, 34% new

■ 32% conviction (2yr+) ■ 35% medium ■ 34% new
Of the 724 current holders: 231 (32%) held >2 years, 250 held 1–2 years, and 243 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

78 → 81 → 82 → 146 → 91 new funds/Q
New funds entering each quarter: 81 → 82 → 146 → 91. A growing number of institutions are discovering CGDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 46% new entrants

■ 29% veterans ■ 25% 1-2yr ■ 46% new
Of 724 current holders: 210 (29%) held 2+ years, 183 held 1–2 years, 331 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
25 of 724 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CGDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CGDV

In 2026 Q1, 511 hedge funds were net buyers of CGDV (91 opened a new position, 420 added to an existing one), while 195 reduced or exited (139 trimmed, 56 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in CGDV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 724.

Hedge Fund Ownership: CGDV

How many hedge funds hold CGDV — quarterly history vs. share price
Quarterly hedge fund ownership of CGDV vs. share price

Market Analysis: CGDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGDV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Capital Group Dividend Value (CGDV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGDV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
CGDV
+15.8%
SPY
+15.9%

CGDV outperformed SPY by -0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
CGDV
+3.0%
SPY
+2.0%

Since the filing became public, CGDV outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 78 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: CGDV
716 + Investors

Track Smart Money conviction in CGDV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 716 689 3.92%
13F Shares 505M 436M 15.65%
Total Value $20.86B $19.02B 9.69%
New Positions 88 146 -58
Increased Positions 416 393 +23
Closed Positions 61 32 +29
Reduced Positions 137 101 +36
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: CGDV

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Institutional Holders (2026 Q1)

716 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGDV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CGDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Erickson Financial Group, LLC 28.26% 1,059,968 $45.1M
2 Forge Financial Services LLC 24.31% 5,642,721 $240.0M
3 Advance Capital Management, Inc. 16.43% 10,192,029 $433.6M
4 Challenger Wealth Management 16.11% 473,825 $20.2M
5 Wealth Science Advisors LLC 15.89% 647,122 $28.2M
6 Summit Investment Advisory Services, LLC 15.63% 989,127 $42.1M
7 Clarity Retirement & Wealth, LLC 15.47% 450,941 $19.2M
8 Michael Brady & Co., LLC 14.80% 346,303 $14.7M
9 Carter Financial, LLC 14.67% 396,546 $16.9M
10 IAM Advisory, LLC 13.86% 1,454,394 $61.9M
11 Kropog Financial Group, LLC 13.37% 386,846 $16.5M
12 Sunrise Financial Services, LLC 13.28% 440,383 $18.7M
13 Silvia Mccoll Wealth Management, LLC 12.71% 453,590 $19.3M
14 Entruity Wealth, LLC 12.37% 428,412 $18.2M
15 Ergawealth Advisors, Inc. 11.93% 634,014 $27.0M
16 SK Wealth Management, LLC 11.25% 944,276 $40.5M
17 Johnson Bixby & Associates, LLC 11.13% 2,109,708 $89.7M
18 Main Line Retirement Advisors, LLC 10.80% 508,547 $21.6M
19 Boyer Financial Services, Inc. 10.13% 224,553 $9.6M
20 Vigil Wealth Management, LLC 9.97% 290,027 $12.3M
21 Confluence Wealth Services, Inc. 9.97% 6,043,904 $257.1M
22 Midwest Heritage Bank, FSB 9.68% 709,510 $30.2M
23 Avaii Wealth Management, LLC 9.65% 649,917 $27.6M
24 VVR Holdings LLC 9.35% 425,357 $18.1M
25 Hartmann Taylor Wealth Management, LLC 9.17% 326,001 $13.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Capital Group Dividend Value (CGDV)

What does the Smart Money Trend signal show for CGDV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGDV?

More buyers than sellers — 72% buying: Last quarter: 511 funds were net buyers (91 opened a brand new position + 420 added to an existing one). Only 195 were sellers (139 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGDV holders?

Elite ownership — 47% AUM from top-100 funds: 25 of 724 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CGDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGDV?

Mixed — 32% long-term, 34% new: Of the 724 current holders: 231 (32%) held >2 years, 250 held 1–2 years, and 243 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Capital Group Dividend Value (CGDV) following the 2026 Q1 hedge fund 13F filings?

As of today, CGDV has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), CGDV has gained +15.8% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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