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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$33.99 +0.17 (+0.50%)
Closing price 09/4/2025 04:10 PM Eastern
Extended Trading
$33.98 -0.01 (-0.01%)
As of 09/4/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Growers ETF (NYSEARCA:CGDG)

Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$807.77M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$22.40M
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CGDG Institutional Buying and Selling by Quarter

Capital Group Dividend Growers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.668,976$22.38M0.0%+66.8%0.799%
8/29/2025 Centaurus Financial Inc.6,331$213K0.0%+11.3%0.008%
8/27/2025 Orion Porfolio Solutions LLC138,630$4.66M0.0%+0.8%0.166%
8/26/2025 Nautilus Advisors LLC52,276$1.76M1.3%+13.0%0.062%
8/19/2025 Advisory Services Network LLC22,850$760K0.0%N/A0.027%
8/18/2025 Geneos Wealth Management Inc.31,450$1.06M0.0%+98.4%0.038%
8/15/2025 Captrust Financial Advisors182,093$6.12M0.0%+9.6%0.218%
8/15/2025 Lantern Wealth Advisors LLC8,752$294K0.2%N/A0.010%
8/15/2025 Smartleaf Asset Management LLC389,677$13.13M1.2%+6.6%0.466%
8/15/2025 Snowden Capital Advisors LLC9,192$311K0.0%N/A0.011%
8/15/2025 Orion Porfolio Solutions LLC138,630$4.66M0.0%+0.8%0.166%
8/15/2025 MML Investors Services LLC1,125,534$37.85M0.1%+15.5%1.345%
8/15/2025 IHT Wealth Management LLC10,777$362K0.0%N/A0.013%
8/15/2025 Great Valley Advisor Group Inc.13,743$462K0.0%+56.9%0.016%
8/15/2025 Benjamin Edwards Inc.486,169$16.35M0.2%+57.0%0.581%
8/14/2025 CLG LLC19,378$652K0.2%+14.8%0.023%
8/14/2025 Jane Street Group LLC381,723$12.84M0.0%+5.9%0.456%
8/14/2025 Raymond James Financial Inc.2,652,387$89.20M0.0%+46.3%3.169%
8/14/2025 Betterment LLC33,604$1.13M0.0%N/A0.040%
8/14/2025 Main Street Financial Solutions LLC15,063$507K0.0%N/A0.018%
8/14/2025 Sei Investments Co.255,957$8.61M0.0%+2,931.9%0.306%
8/14/2025 NewEdge Advisors LLC42,545$1.43M0.0%+45.7%0.051%
8/14/2025 Gerber Kawasaki Wealth & Investment Management24,245$815K0.0%N/A0.029%
8/14/2025 Cary Street Partners Financial LLC281,161$9.46M0.3%+2,262.1%0.336%
8/13/2025 Gateway Wealth Partners LLC25,959$873K0.2%+50.1%0.031%
8/13/2025 Baird Financial Group Inc.158,126$5.32M0.0%+2.7%0.189%
8/13/2025 First Trust Advisors LP11,060$372K0.0%N/A0.013%
8/13/2025 Bare Financial Services Inc7,598$256K0.1%N/A0.009%
8/13/2025 VestGen Advisors LLC272,907$9.18M0.4%-1.1%0.326%
8/13/2025 Northwestern Mutual Wealth Management Co.545,726$18.35M0.0%+44.3%0.652%
8/12/2025 J.W. Cole Advisors Inc.16,014$539K0.0%+13.1%0.019%
8/12/2025 Steward Partners Investment Advisory LLC70,702$2.38M0.0%+47.0%0.084%
8/12/2025 Summit Global Investments8,194$276K0.0%N/A0.010%
8/12/2025 TCP Asset Management LLC6,026$203K0.0%N/A0.007%
8/12/2025 Entruity Wealth LLC175,917$5.92M5.0%+5.1%0.210%
8/12/2025 JPMorgan Chase & Co.2,522$85K0.0%-77.1%0.003%
8/12/2025 Lodestone Wealth Management LLC12,737$428K0.2%+24.3%0.016%
8/11/2025 Rothschild Investment LLC536,824$18.05M1.1%+8.1%0.664%
8/8/2025 Kingsview Wealth Management LLC27,711$932K0.0%+7.6%0.034%
8/8/2025 Avantax Advisory Services Inc.295,664$9.94M0.1%+274.5%0.366%
8/8/2025 Cetera Investment Advisers1,758,205$59.13M0.1%+12.8%2.174%
8/8/2025 CWS Financial Advisors LLC43,405$1.46M0.4%+68.5%0.054%
8/8/2025 Security Financial Services INC.11,804$397K0.1%N/A0.015%
8/8/2025 Sittner & Nelson LLC1,010$34K0.0%N/A0.001%
8/7/2025 Allworth Financial LP5,854$197K0.0%+295.5%0.007%
8/7/2025 PFG Advisors22,023$741K0.0%+14.9%0.027%
8/6/2025 Prospera Financial Services Inc13,693$460K0.0%+59.4%0.017%
8/6/2025 Wedbush Securities Inc.26,696$898K0.0%-41.5%0.033%
8/6/2025 Vestmark Advisory Solutions Inc.655,048$22.03M0.3%+105.9%0.810%
8/6/2025 Commonwealth Equity Services LLC1,898,865$63.86M0.1%+20.3%2.348%
8/5/2025 Westside Investment Management Inc.11,850$399K0.1%+351.4%0.015%
8/4/2025 Continental Investors Services Inc.14,721$495K0.9%-2.1%0.018%
8/4/2025 Mesirow Financial Investment Management Inc.17,887$602K0.0%N/A0.022%
8/4/2025 Assetmark Inc.282,713$9.51M0.0%+2.0%0.350%
8/4/2025 World Investment Advisors37,768$1.27M0.0%+3.0%0.047%
8/4/2025 Flagship Harbor Advisors LLC24,207$814K0.0%N/A0.030%
8/4/2025 Mayflower Financial Advisors LLC56,484$1.90M0.3%+1.2%0.070%
8/1/2025 GWN Securities Inc.6,419$216K0.0%-67.9%0.008%
8/1/2025 Signature Wealth Management Group16,746$563K0.2%-21.2%0.021%
8/1/2025 Envestnet Asset Management Inc.5,842,721$196.49M0.1%+17.9%7.224%
7/31/2025 Moloney Securities Asset Management LLC19,329$650K0.1%+119.5%0.024%
7/30/2025 Bleakley Financial Group LLC158,235$5.32M0.1%+324.8%0.196%
7/30/2025 Strategic Blueprint LLC18,231$613K0.0%N/A0.023%
7/30/2025 BlueChip Wealth Advisors LLC132,024$4.44M1.8%+9.2%0.163%
7/30/2025 Onyx Bridge Wealth Group LLC285,341$9.60M1.3%N/A0.353%
7/30/2025 D.A. Davidson & CO.126,867$4.27M0.0%+519.5%0.157%
7/30/2025 Cullen Frost Bankers Inc.126,457$4.25M0.1%+30.6%0.156%
7/29/2025 Stephens Inc. AR8,875$298K0.0%N/A0.011%
7/29/2025 Balboa Wealth Partners7,095$239K0.0%N/A0.009%
7/29/2025 Koshinski Asset Management Inc.45,061$1.52M0.1%+5.7%0.056%
7/29/2025 Stratos Wealth Partners LTD.46,380$1.56M0.0%+276.0%0.057%
7/29/2025 Latitude Advisors LLC20,414$687K0.3%+17.9%0.025%
7/28/2025 Mutual Advisors LLC28,495$976K0.0%+19.9%0.035%
7/28/2025 Harbour Investments Inc.170,062$5.72M0.1%+68.5%0.210%
7/28/2025 Sagespring Wealth Partners LLC42,715$1.44M0.0%+18.9%0.053%
7/28/2025 RFG Advisory LLC32,251$1.09M0.0%+135.9%0.040%
7/25/2025 Atria Wealth Solutions Inc.51,816$1.75M0.0%-56.3%0.064%
7/25/2025 Envestnet Portfolio Solutions Inc.134,327$4.52M0.0%-33.1%0.166%
7/25/2025 LRI Investments LLC22,000$740K0.1%N/A0.027%
7/25/2025 CWM LLC6,615$222K0.0%+21.6%0.008%
7/25/2025 Concurrent Investment Advisors LLC178,946$6.02M0.1%+5.7%0.221%
7/25/2025 Apollon Wealth Management LLC43,291$1.46M0.0%N/A0.054%
7/24/2025 Endeavor Private Wealth Inc.65,325$2.21M1.0%+24.2%0.081%
7/24/2025 NavPoint Financial Inc.45,253$1.52M0.9%+452.7%0.056%
7/24/2025 IFP Advisors Inc11,237$378K0.0%+92.8%0.014%
7/24/2025 MFA Wealth Services32,469$1.09M0.8%N/A0.040%
7/24/2025 MSH Capital Advisors LLC8,511$286K0.1%N/A0.011%
7/24/2025 US Bancorp DE75,531$2.54M0.0%+6.6%0.093%
7/23/2025 Valmark Advisers Inc.562,974$18.93M0.3%+5.8%0.696%
7/23/2025 Trueblood Wealth Management LLC47,444$1.60M0.7%+12.7%0.059%
7/23/2025 Seamount Financial Group Inc.57,185$1.92M1.0%+26.8%0.071%
7/22/2025 Confluence Wealth Services Inc.1,661,858$55.89M3.0%+6.0%2.055%
7/22/2025 DAVENPORT & Co LLC7,043$237K0.0%N/A0.009%
7/22/2025 Merit Financial Group LLC143,342$4.82M0.1%+142.3%0.177%
7/22/2025 Simplicity Wealth LLC37,886$1.27M0.1%+122.6%0.047%
7/22/2025 Wealthcare Advisory Partners LLC7,993$269K0.0%N/A0.010%
7/22/2025 Berger Financial Group Inc12,751$429K0.0%+44.9%0.016%
7/22/2025 Gutierrez Wealth Advisory LLC9,197$309K0.2%N/A0.011%
7/22/2025 Oak Hill Wealth Advisors LLC59,577$2.01M0.4%+34.7%0.074%
7/21/2025 Ameritas Advisory Services LLC93,496$3.14M0.2%-25.7%0.116%
(Data available from 1/1/2016 forward)

CGDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDG shares?

During the previous two years, 181 institutional investors and hedge funds held shares of Capital Group Dividend Growers ETF. The most heavily invested institutionals were Capital International Investors ($523.27M), Envestnet Asset Management Inc. ($196.49M), Advance Capital Management Inc. ($89.78M), Raymond James Financial Inc. ($89.20M), LPL Financial LLC ($84.57M), Capital Group Private Client Services Inc. ($82.85M), and Commonwealth Equity Services LLC ($63.86M).Learn more on Capital Group Dividend Growers ETF's institutional investors.

Which institutional investors have been buying Capital Group Dividend Growers ETF's stock?

Of the 179 institutional investors that purchased Capital Group Dividend Growers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.09M), Envestnet Asset Management Inc. ($3.66M), Advance Capital Management Inc. ($2.67M), LPL Financial LLC ($1.68M), Confluence Wealth Services Inc. ($1.61M), Commonwealth Equity Services LLC ($1.45M), and Cetera Investment Advisers ($1.24M).

How much institutional buying is happening at Capital Group Dividend Growers ETF?

Institutional investors have bought a total of 25,753,302 shares in the last 24 months. This purchase volume represents approximately $807.77M in transactions.

Which of Capital Group Dividend Growers ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Capital Group Dividend Growers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cary Street Partners Financial LLC ($231.33K), OLD Mission Capital LLC ($93.37K), LifeGoal Wealth Advisors ($92.90K), Atria Wealth Solutions Inc. ($66.63K), Envestnet Portfolio Solutions Inc. ($66.57K), Ameritas Advisory Services LLC ($32.30K), and Concurrent Investment Advisors LLC ($23.01K).

How much institutional selling is happening at Capital Group Dividend Growers ETF?

Institutional investors have sold a total of 707,964 shares in the last 24 months. This volume of shares sold represents approximately $22.40M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 9/5/2025 by MarketBeat.com Staff
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