CAPITAL GROUP DIVIDEND VALUE

$CGDV

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Smart money positioned

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

13F holders

704

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$CGDV is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 13.86%, with an average of 1.54% of portfolio. Largest holder: IAM Advisory, LLC at 13.86%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

IAM Advisory, LLC

13.86% NEW

α +49.7pts

Certior Financial Group, LLC

2.36% NEW

α +11.1pts

Quantum Financial Planning Services, Inc.

2.34% held

α +28.9pts

Endeavor Private Wealth, Inc.

1.23% held

α +13.5pts

Venture Visionary Partners LLC

0.59% NEW

α +10.3pts

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.