Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
451,333,827
-
Share change
-
+50,797,203
-
Total reported value
-
$19,700,225,160
-
Put/Call ratio
-
95%
-
Price per share
-
$43.64
-
Number of holders
-
667
-
Value change
-
+$2,218,723,665
-
Number of buys
-
483
-
Number of sells
-
121
Institutional Holders of CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI (CGDV) was held by
667 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
451,333,827 shares.
The largest 10 holders included
LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Capital International Investors, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, Cetera Investment Advisers, WELLS FARGO & COMPANY/MN, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
667
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.