Who owns CGDV (CGDV)
Which tracked institutional funds hold CGDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGDV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
250 tracked funds added or opened CGDV while 108 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CGDV’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CGDV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 727 tracked filers holding CGDV, 508 increased or opened the position and 195 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CGDV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 25
- CIBC Bancorp USA Inc.$101M
- Independent Advisor Alliance$74M
- WNY Asset Management, LLC$68M
- Madison Wealth Partners, Inc$26M
- SAGE PRIVATE WEALTH GROUP, LLC$18M
- Pinnacle Wealth Management, LLC$13M
Full exits 21
- AXXCESS WEALTH MANAGEMENT, LLC$154M
- NewEdge Advisors, LLC$59M
- CIBC Private Wealth Group LLC$33M
- Global Retirement Partners, LLC$33M
- Clearview Wealth Advisors LLC$12M
- McCarthy Asset Management, Inc.$12M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$833M
- LPL Financial LLC$286M
- Forge Financial Services LLC$222M
- MORGAN STANLEY$117M
- JONES FINANCIAL COMPANIES LLLP$111M
- WELLS FARGO & COMPANY/MN$99M
Largest trims
- MML INVESTORS SERVICES, LLC$33M
- JANE STREET GROUP, LLC$29M
- FOURPATH CAPITAL MANAGEMENT, LLC$27M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25M
- Capital International Investors$25M
- Geneos Wealth Management Inc.$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 71,850,473 | $3.1B | 15.9% | 2026-Q1 |
| MORGAN STANLEY added | 26,178,613 | $1.1B | 5.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 25,834,967 | $1.1B | 5.7% | 2026-Q1 |
| Capital International Investors added | 22,901,526 | $974M | 5.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,802,616 | $885M | 4.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 19,806,076 | $843M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 19,052,730 | $811M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers added | 18,359,294 | $781M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 17,913,033 | $762M | 4.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,468,007 | $573M | 3.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 13,483,605 | $562M | 2.9% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 11,634,043 | $495M | 2.6% | 2026-Q1 |
| Advance Capital Management, Inc. added | 10,192,029 | $434M | 2.3% | 2026-Q1 |
| UBS Group AG added | 9,468,056 | $403M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,305,519 | $396M | 2.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 7,634,516 | $325M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,479,465 | $318M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,118,616 | $260M | 1.4% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 6,043,904 | $257M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 5,857,420 | $249M | 1.3% | 2026-Q1 |
| Forge Financial Services LLC added | 5,642,721 | $240M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,271,791 | $182M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 3,751,433 | $160M | 0.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 3,639,940 | $155M | 0.8% | 2026-Q1 |
| Kestra Investment Management, LLC added | 3,298,834 | $140M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 3,280,394 | $140M | 0.7% | 2026-Q1 |
| &PARTNERS added | 2,647,834 | $113M | 0.6% | 2026-Q1 |
| Bogart Wealth, LLC added | 2,398,601 | $102M | 0.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 2,538,209 | $101M | 0.5% | 2026-Q1 |
| CWM, LLC added | 2,340,152 | $100M | 0.5% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 2,109,708 | $90M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,099,928 | $89M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,910,057 | $83M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,952,007 | $83M | 0.4% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 1,914,587 | $81M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,903,169 | $81M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 1,874,603 | $80M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,842,457 | $78M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,792,844 | $76M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 1,742,493 | $74M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 1,680,301 | $71M | 0.4% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 1,590,216 | $68M | 0.4% | 2026-Q1 |
| IAM Advisory, LLC added | 1,454,394 | $62M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,449,483 | $62M | 0.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,411,251 | $60M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 1,305,709 | $56M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,298,302 | $55M | 0.3% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 1,255,489 | $53M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,246,887 | $53M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 1,169,051 | $50M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC added | 1,124,695 | $48M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,093,012 | $46M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,083,369 | $46M | 0.2% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 1,077,807 | $46M | 0.2% | 2026-Q1 |
| Erickson Financial Group, LLC added | 1,059,968 | $45M | 0.2% | 2026-Q1 |
| Souders Financial Advisors trimmed | 1,019,596 | $43M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 994,819 | $42M | 0.2% | 2026-Q1 |
| Summit Investment Advisory Services, LLC trimmed | 989,127 | $42M | 0.2% | 2026-Q1 |
| Procyon Advisors, LLC added | 965,686 | $41M | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC added | 956,187 | $41M | 0.2% | 2026-Q1 |
| SK Wealth Management, LLC added | 944,276 | $41M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 951,643 | $40M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 949,731 | $40M | 0.2% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 934,689 | $40M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 932,809 | $40M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 858,108 | $37M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 845,682 | $36M | 0.2% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. added | 803,438 | $34M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC added | 803,430 | $34M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 773,695 | $33M | 0.2% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 719,370 | $31M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 727,194 | $31M | 0.2% | 2026-Q1 |
| Midwest Heritage Bank, FSB added | 709,510 | $30M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 682,503 | $29M | 0.2% | 2026-Q1 |
| Wealth Science Advisors LLC | 647,122 | $28M | 0.1% | 2026-Q1 |
| BIP Wealth, LLC added | 659,184 | $28M | 0.1% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 649,917 | $28M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 647,401 | $28M | 0.1% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 647,371 | $28M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 646,719 | $28M | 0.1% | 2026-Q1 |
| Royal Harbor Partners, LLC trimmed | 635,454 | $27M | 0.1% | 2026-Q1 |
| Ergawealth Advisors, Inc. added | 634,014 | $27M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 632,843 | $27M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 632,254 | $27M | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc new | 619,085 | $26M | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 616,693 | $26M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 611,453 | $26M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 560,496 | $24M | 0.1% | 2026-Q1 |
| Core Wealth Advisors, Inc. added | 556,609 | $24M | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 554,670 | $24M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 550,666 | $23M | 0.1% | 2026-Q1 |
| Teamwork Financial Advisors, LLC trimmed | 544,530 | $23M | 0.1% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 540,125 | $23M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 3,520,015 | $154M | 0.8% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 1,351,390 | $59M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 877,929 | $35M | 0.2% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 765,786 | $33M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 764,396 | $33M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 746,269 | $29M | 0.2% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 658,288 | $23M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.