Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP DIVIDEND VALUE (CGDV)

651 + 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
↑ +105
Streak
11Q ▲
Buyers last Q
81%

Smart Money Signals — CGDV

Based on 650 hedge funds · latest filing: 2025 Q4 · 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
650 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 — +53% more funds vs a year ago

fund count last 6Q
+224 new funds entered over the past year (+53% 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 — 81% buying

511 buying123 selling
Last quarter: 511 funds were net buyers (135 opened a brand new position + 376 added to an existing one). Only 123 were sellers (93 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+62 vs last Q)

new funds entering per quarter
Funds opening a new CGDV position: 71 → 79 → 73 → 135. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 35% new

■ 30% conviction (2yr+) ■ 35% medium ■ 35% new
Of the 650 current holders: 197 (30%) held >2 years, 225 held 1–2 years, and 228 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

90 → 71 → 79 → 73 → 135 new funds/Q
New funds entering each quarter: 71 → 79 → 73 → 135. A growing number of institutions are discovering CGDV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 27% veterans, 51% new entrants

■ 27% veterans ■ 22% 1-2yr ■ 51% new
Of 651 current holders: 176 (27%) held 2+ years, 145 held 1–2 years, 330 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
20 of 650 holders are among the 100 largest funds by AUM, controlling 44% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

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.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

43 top-rated funds 72 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: CGDV
2026 Q1 Stats Unlock in 11 days 651 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 651 545 19.45%
13F Shares 433M 393M 10.1%
Total Value $18.87B $16.50B 14.36%
New Positions 135 73 +62
Increased Positions 376 325 +51
Closed Positions 30 36 -6
Reduced Positions 94 107 -13
Total Calls 1 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CGDV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

651 + investors

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

Top 25 institutional holders of CGDV — 2025 Q4 · 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 Platt Wealth Management LLC 17.35% 418,274 $18K
4 Advance Capital Management, Inc. 16.43% 10,192,029 $433.6M
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 IAM Advisory, LLC 13.86% 1,454,394 $61.9M
10 Kropog Financial Group, LLC 13.37% 386,846 $16.5M
11 Sunrise Financial Services, LLC 13.28% 440,383 $18.7M
12 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 12.71% 453,590 $19.3M
13 Entruity Wealth, LLC 12.37% 428,412 $18.2M
14 Ergawealth Advisors, Inc. 11.93% 634,014 $27.0M
15 SK Wealth Management, LLC 11.25% 944,276 $40.5M
16 Johnson Bixby & Associates, LLC 11.13% 2,109,708 $89.7M
17 Main Line Retirement Advisors, LLC 10.80% 508,547 $21.6M
18 Boyer Financial Services, Inc. 10.13% 224,553 $9.6M
19 Vigil Wealth Management, LLC 9.97% 290,027 $12.3M
20 Confluence Wealth Services, Inc. 9.97% 6,043,904 $257.1M
21 Midwest Heritage Bank, FSB 9.68% 709,510 $30.2M
22 AVAII WEALTH MANAGEMENT, LLC 9.65% 649,917 $27.6M
23 VVR Holdings LLC 9.35% 425,357 $18.1M
24 Hartmann Taylor Wealth Management, LLC 9.17% 326,001 $13.9M
25 Royal Harbor Partners, LLC 9.15% 635,454 $27.0M
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 — 81% buying: Last quarter: 511 funds were net buyers (135 opened a brand new position + 376 added to an existing one). Only 123 were sellers (93 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGDV holders?

Elite ownership — 44% AUM from top-100 funds: 20 of 650 holders are among the 100 largest funds by AUM, controlling 44% 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 — 30% long-term, 35% new: Of the 650 current holders: 197 (30%) held >2 years, 225 held 1–2 years, and 228 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.

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.