CAPITAL GROUP DIVIDEND VALUE

$CGDV
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Smart money positioned

11 of the Top-200 alpha managers hold $CGDV as of the latest 13F snapshot.

13F holders
6
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$CGDV is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.96%, with an average of 1.00% of portfolio. Largest holder: Echo45 Advisors LLC at 6.96%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Echo45 Advisors LLC
6.96% ↑ +5.3pp
α +17.2pts
02
Heights Capital Management, Inc.
2.01% held
α +23.4pts
03
PCJ Investment Counsel Ltd.
0.84% held
α +18.9pts
04
Laidlaw Wealth Management LLC
0.41% held
α +11.1pts
05
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.34% held
α +13.4pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 6 of 6 · Source: 13F-HR
01
IAM Advisory, LLC
14.12% of portfolio
1,463,839 sh
02
Tudor Investment Corp. Et Al
0.30% of portfolio
1,246,887 sh
03
Citigroup Inc.
0.01% of portfolio
378,593 sh
04
Quantum Financial Planning Services, Inc.
2.89% of portfolio
189,274 sh
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
138,324 sh
06
Renaissance Technologies
—
61,900 sh

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CGDV in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CGDV in the recent window.

Convergence · $CGDV

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:20 UTC.