# CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT

CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT is a security (CUSIP 14020W106) tracked across SEC portfolio filings. 801 institutional managers reported $23.8B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.1B via N-PORT as of 2026-04-30.

## Summary

- Issuer: CAPITAL GROUP DIVIDEND VALUE
- Class: SHS CREAT UNIT
- CUSIP: 14020W106
- Asset category: EC
- 13F holders: 801
- 13F value: $23.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $1.1B
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 801 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $4.0B | 81,072,273 |
| MORGAN STANLEY | NEW YORK, NY | $1.1B | 26,178,613 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $1.1B | 25,834,967 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.1B | 22,227,674 |
| Capital International Investors | Los Angeles, CA | $974.2M | 22,901,526 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $842.6M | 19,806,076 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $810.5M | 19,052,730 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $781.0M | 18,359,294 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $762.0M | 17,913,033 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $673.6M | 13,667,917 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $562.0M | 13,476,827 |
| [Capital Group Private Client Services, Inc.](https://search.stillhousedata.com/firm/312837) | Los Angeles, CA | $494.9M | 11,634,043 |
| [Advance Capital Management, Inc.](https://search.stillhousedata.com/firm/110767) | SOUTHFIELD, MI | $433.6M | 10,192,029 |
| UBS Group AG | Zurich, V8 | $402.8M | 9,468,056 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $395.9M | 9,305,519 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [American Funds Tax-Aware Conservative Growth and Income Portfolio](https://search.stillhousedata.com/fund/S000036464) | AMERICAN FUNDS PORTFOLIO SERIES | $1.1B | 1641.20% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14020W106.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.