Stock ownership · SEC 13F · Q4 2025

CAPITAL GROUP DIVIDEND

Institutional ownership of CAPITAL GROUP DIVIDEND (CUSIP 14020W106) - who holds it, how concentrated it is, and what moved last quarter.

$5.4M
Reported value
6
Institutions
100%
Top-5 share

The verdict

6 institutions report $5.4M of CAPITAL GROUP DIVIDEND positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

6
institutions hold it
$5.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$5.4M

Institutional 13F value

Institutions

6

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

6

Opened Q4 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Largest institutional holders of CAPITAL GROUP DIVIDEND
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a CAPITAL GROUP DIVIDEND position has risen from 1 to 6 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 6
Distinct 13F filers holding CAPITAL GROUP DIVIDEND, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Astoria Portfolio Advisors LLC. 44,572 $2.0M 37.8%
2 Investment Insight Wealth Management, LLC 36,655 $1.6M 29.8%
3 OakTrust Wealth Advisors, LLC 22,029 $961K 17.9%
4 Anchor Investment Management, LLC 16,698 $729K 13.6%
5 TD Capital Management LLC 779 $34K 0.6%
6 Strategic Investment Solutions, Inc. /IL 190 $8K 0.2%

Latest Quarter Activity · Q4 2025

What the data says about CAPITAL GROUP DIVIDEND

A few large holders dominate this stock’s institutional float.

  • See how CAPITAL GROUP DIVIDEND's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold CAPITAL GROUP DIVIDEND?
CAPITAL GROUP DIVIDEND is held by 6 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CAPITAL GROUP DIVIDEND?
Institutions report $5.4M of CAPITAL GROUP DIVIDEND as of Q4 2025.
How concentrated is ownership of CAPITAL GROUP DIVIDEND?
The top five institutional holders account for 100% of the reported institutional value in CAPITAL GROUP DIVIDEND, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of CAPITAL GROUP DIVIDEND?
Astoria Portfolio Advisors LLC. is the largest reported holder of CAPITAL GROUP DIVIDEND with $2.0M across 44,572 shares as of Q4 2025.
Where does this CAPITAL GROUP DIVIDEND data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.