Follow-The-Filings

Security

CGDV

Capital Group Dividend Value · SHS CREATION UNI

Equity holders as of 2026 Q1 (each manager’s latest book)

5 owners 1 new max 0.0% (Natixis Advisors, LLC)

grid → activity →
owners 5
max % 0.0%
tracked value $22M
qoq N 1 A 2 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 438,328 $19M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 61,900 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 19,333 $822 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 6,650 $283 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 271 $12 hist

5 current · options excluded

ownership over time

filing count by report period · click a bar for that quarter’s holders