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OSAIC HOLDINGS, INC.

Position in CGDV — Capital Group Dividend Value ETF

CIK 1677044 SCOTTSDALE, AZ

Position in CGDV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$568,947,454
+$173,090,677 QoQ
Shares Held
11,545,200
+24.1% QoQ
Ownership
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#10
of 204 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $568,947,454 11,545,200
2026-03-31 $395,856,777 9,305,519
2025-12-31 $397,131,679 9,100,176
2025-09-30 $335,714,035 7,987,486
2025-06-30 $264,850,307 6,706,769
2025-03-31 $206,490,709 5,793,791
2024-12-31 $168,454,119 4,777,485
2024-09-30 $160,270,623 4,398,206
2024-06-30 $126,238,827 3,825,419
2024-03-31 $116,201,344 3,575,426
2023-12-31 $131,241,836 4,398,185
2023-09-30 $89,882,823 3,395,649
2023-06-30 $71,011,336 2,626,159
2023-03-31 $58,268,064 2,336,330
2022-12-31 $48,249,896 2,045,354
2022-09-30 $28,052,175 1,373,760
2022-06-30 $11,205,172 502,024
2022-03-31 $759,206 29,347