CGDV Institutional Ownership
Who owns CGDV and what the big funds did with it last quarter, from every SEC 13F filing. 782 funds reported holding CGDV at Jun 30, 2026.
- ▲524 buying vs 189 selling
- ▲Shares held by funds +9.4%
- ▲Funds holding +42
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 782 | 740 | +5.7% |
| In funds' top 10 | 141 | 129 | +9.3% |
| 13F shares | 558M | 510M | +9.4% |
| Held by funds | – | – | – |
| New positions | 65 | 75 | −13.3% |
| Increased | 459 | 431 | +6.5% |
| Reduced | 163 | 141 | +15.6% |
| Sold out | 26 | 37 | −29.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CGDV
All superinvestors →
Who owns CGDV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds58.9%
- Banks and brokers40.7%
- Pensions, insurers and other0.4%
The top 10 holders own 49.9% of all CGDV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
646 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−7.7M sh
- LPL Financial LLCAdded+5.8M sh
- Jones Financial Companies LllpAdded+3.2M sh
- Raymond James Financial IncAdded+2M sh
- CIBC Bancorp USA Inc.Added+1.2M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 81.1M | $4B | +9.2M |
| 2 | Morgan Stanley | – | 28.1M | $1.4B | +1.9M |
| 3 | Raymond James Financial Inc | – | 27.8M | $1.4B | +2M |
| 4 | Capital International Investors | – | 23M | $1.1B | +60K |
| 5 | Envestnet Asset Management Inc | – | 22.2M | $1.1B | +1.4M |
| 6 | Wells Fargo & Company/mn | – | 21.8M | $1.1B | +2.8M |
| 7 | Northwestern Mutual Wealth Management Co | – | 21.6M | $1.1B | +1.8M |
| 8 | Bank of America Corp /de/ | – | 18.4M | $908M | +506K |
| 9 | Cetera Investment Advisers | – | 18.3M | $901M | −83K |
| 10 | Jones Financial Companies Lllp | – | 16.4M | $796M | +2.9M |
- LPL Financial LLC+9.2M sh+$454M
- Cambridge Investment Research Advisors, Inc.+8M sh+$397M
- Jones Financial Companies Lllp+2.9M sh+$143M
- Wells Fargo & Company/mn+2.8M sh+$137M
- Osaic Holdings, Inc.+2.2M sh+$110M
- Private Advisor Group, LLC+2.1M sh+$104M
- Raymond James Financial Inc+2M sh+$96.5M
- Morgan Stanley+1.9M sh+$92.9M
- Mariner, LLC−1.6M sh−$76.5M
- Independent Advisor Alliance−1.7M sh−$74.1M
- Tudor Investment Corp ET AL−1.2M sh−$59.1M
- Mainstay Capital Management LLC /adv−773K sh−$38.1M
- Kestra Investment Management, LLC−768K sh−$37.8M
- Jane Street Group, LLC−299K sh−$14.8M
- Susquehanna International Group, LLP−339K sh−$14.4M
- Win Advisors, Inc−269K sh−$11.5M
CGDV institutional ownership FAQ
Who owns the most CGDV stock?
In Q2 2026 13F filings the largest holder of CGDV was LPL Financial LLC, followed by Morgan Stanley and Raymond James Financial Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of CGDV is owned by institutions?
782 funds reported holding 558M CGDV shares at Jun 30, 2026.
Are hedge funds buying CGDV?
In Q2 2026, 524 funds bought CGDV (65 of them new positions) and 189 sold (26 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for CGDV is bullish.
What is CGDV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CGDV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.