CG

CGDV CAP GROUP DIVIDEND VALUE

2026Q2 · CUSIP 14020W106 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
779
Institutions that reported holding it to the SEC
Net increase in holders
+44
Last quarter 735 → now 779
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

779 funds held CGDV at the end of 2026Q2, up 44 from the quarter before. That is stronger buying than 90.5% of US stocks — among the most piled-into names this quarter. CGDV has had 17 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q1: holders=19 2022Q2: holders=70 2022Q3: holders=94 2022Q4: holders=132 2023Q1: holders=157 2023Q2: holders=181 2023Q3: holders=214 2023Q4: holders=264 2024Q1: holders=303 2024Q2: holders=346 2024Q3: holders=381 2024Q4: holders=457 2025Q1: holders=495 2025Q2: holders=538 2025Q3: holders=584 2025Q4: holders=701 2026Q1: holders=735 2026Q2: holders=779 -117 -58.5 +0 +58.5 +117 17418818 22Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 10% — —
2025Q4 Top 5% — —
2025Q3 Top 10% — —
2025Q2 Top 10% — —
2025Q1 Top 5% — —
2024Q4 Top 10% — —
2024Q3 Top 10% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
110
Change in large funds
+11
Total value they hold
$27.5B
Funds buying for the first time
83
Funds that sold out entirely
39
Price change that quarter
—
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.