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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$33.95 +0.11 (+0.33%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Growers ETF (NYSEARCA:CGDG)

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$590.27M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$14.11M
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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
5/27/2025Jacobi Capital Management LLC44,681$1.38M0.1%+19.7%0.064%
5/21/2025Geneos Wealth Management Inc.15,853$490K0.0%N/A0.025%
5/19/2025Jane Street Group LLC360,319$11.13M0.0%-1.8%0.565%
5/16/2025Jones Financial Companies Lllp137,176$4.06M0.0%+33.7%0.215%
5/16/2025NewEdge Advisors LLC29,206$902K0.0%+13.8%0.046%
5/16/2025Integrated Wealth Concepts LLC43,336$1.34M0.0%+59.4%0.068%
5/15/2025Flputnam Investment Management Co.39,532$1.22M0.0%+2.2%0.062%
5/15/2025Royal Bank of Canada1,237,364$38.24M0.0%+22.8%1.942%
5/15/2025Baird Financial Group Inc.153,909$4.76M0.0%+139.2%0.242%
5/15/2025Vermillion & White Wealth Management Group LLC3,490$108K0.1%N/A0.005%
5/14/2025Jane Street Group LLC360,319$11.13M0.0%-1.8%0.565%
5/14/2025Comerica Bank50,022$1.55M0.0%+1.0%0.079%
5/14/2025Smartleaf Asset Management LLC365,401$11.31M1.1%+93.9%0.573%
5/14/2025Northwestern Mutual Wealth Management Co.378,141$11.69M0.0%+29.4%0.593%
5/14/2025Kestra Advisory Services LLC102,638$3.17M0.0%+15.1%0.161%
5/14/2025Aspire Growth Partners LLC23,811$756K0.7%+69.3%0.037%
5/14/2025Capital Analysts LLC1,612$50K0.0%N/A0.003%
5/14/2025Venture Visionary Partners LLC7,027$217K0.0%N/A0.011%
5/14/2025CWS Financial Advisors LLC25,767$796K0.3%+54.3%0.040%
5/14/2025Lincoln Capital LLC14,305$433K0.1%+42.6%0.022%
5/13/2025Raymond James Financial Inc.1,812,588$56.01M0.0%+26.1%2.845%
5/13/2025Sei Investments Co.8,442$261K0.0%N/A0.013%
5/13/2025Vestmark Advisory Solutions Inc.318,208$9.83M0.3%+3.6%0.499%
5/13/2025HighTower Advisors LLC44,335$1.37M0.0%-4.7%0.070%
5/12/2025Berger Financial Group Inc8,801$272K0.0%+14.3%0.014%
5/12/2025Benjamin Edwards Inc.309,594$9.57M0.1%+61.0%0.486%
5/9/2025Atria Wealth Solutions Inc.118,442$3.68M0.0%+25.3%0.186%
5/9/2025Cary Street Partners Financial LLC11,903$368K0.0%-95.1%0.019%
5/9/2025Strategic Investment Solutions Inc. IL1,488$46K0.0%+27.4%0.002%
5/9/2025Commonwealth Equity Services LLC1,578,331$48.77M0.1%+44.3%2.477%
5/8/2025Endeavor Private Wealth Inc.52,602$1.63M0.9%+23.0%0.083%
5/8/2025US Bancorp DE70,824$2.19M0.0%N/A0.111%
5/8/2025Harbour Investments Inc.100,956$3.12M0.1%+27.2%0.158%
5/8/2025Entruity Wealth LLC167,459$5.17M4.9%+99.8%0.263%
5/7/2025LPL Financial LLC2,737,036$84.57M0.0%+92.6%4.295%
5/6/2025Assetmark Inc.277,265$8.57M0.0%+4.2%0.435%
5/6/2025Cetera Investment Advisers1,558,313$48.15M0.1%+30.9%2.446%
5/6/2025Avantax Advisory Services Inc.78,948$2.44M0.0%+43.2%0.124%
5/6/2025Tempus Wealth Planning LLC79,930$2.47M0.7%+26.0%0.125%
5/6/2025Wedbush Securities Inc.45,634$1.41M0.1%+46.2%0.072%
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5/6/2025BlueChip Wealth Advisors LLC120,927$3.74M1.7%N/A0.190%
5/6/2025PFG Advisors19,159$592K0.0%+3.9%0.030%
5/5/2025IFP Advisors Inc5,827$180K0.0%+6.3%0.009%
5/5/2025Private Advisor Group LLC303,705$9.38M0.1%+24.3%0.477%
5/2/2025Kingsview Wealth Management LLC25,744$795K0.0%N/A0.040%
5/2/2025Mayflower Financial Advisors LLC55,816$1.73M0.3%+5.3%0.088%
5/2/2025Cullen Frost Bankers Inc.96,852$2.99M0.0%+16.4%0.152%
5/1/2025Bleakley Financial Group LLC37,246$1.15M0.0%+8.8%0.058%
5/1/2025A&I Financial Services LLC24,377$753K0.5%+24.9%0.038%
5/1/2025CWM LLC5,441$168K0.0%+365.0%0.009%
5/1/2025Gateway Wealth Partners LLC17,291$534K0.1%+34.0%0.027%
4/30/2025Seamount Financial Group Inc.45,110$1.39M0.9%+4.6%0.077%
4/30/2025Allworth Financial LP1,480$46K0.0%+136.4%0.003%
4/30/2025Moloney Securities Asset Management LLC8,806$272K0.0%+23.7%0.015%
4/30/2025Stratos Wealth Partners LTD.12,334$381K0.0%N/A0.021%
4/30/2025Synergy Investment Management LLC13,050$403K0.2%+94.8%0.022%
4/29/2025U.S. Capital Wealth Advisors LLC111,853$3.46M0.1%+20.2%0.191%
4/29/2025Envestnet Asset Management Inc.4,956,279$153.15M0.0%+25.4%8.469%
4/29/2025Concurrent Investment Advisors LLC169,337$5.23M0.1%+2.3%0.289%
4/29/2025World Investment Advisors36,655$1.13M0.0%+46.0%0.063%
4/28/2025D.A. Davidson & CO.20,479$633K0.0%+123.5%0.035%
4/28/2025Mutual Advisors LLC23,766$734K0.0%N/A0.041%
4/28/2025Lodestone Wealth Management LLC10,243$317K0.2%+18.4%0.018%
4/28/2025Latitude Advisors LLC17,311$535K0.3%N/A0.030%
4/28/2025Private Trust Co. NA12,129$375K0.0%+33.3%0.021%
4/25/2025Koshinski Asset Management Inc.42,641$1.32M0.1%+64.7%0.073%
4/25/2025Westside Investment Management Inc.2,625$81K0.0%+556.3%0.004%
4/25/2025Ameritas Advisory Services LLC125,797$3.83M0.2%+6.3%0.215%
4/25/2025Sovran Advisors LLC16,483$497K0.1%N/A0.028%
4/24/2025Confluence Wealth Services Inc.1,568,309$47.85M3.0%+13.5%2.680%
4/23/2025Oak Hill Wealth Advisors LLC44,227$1.37M0.3%+45.8%0.076%
4/23/2025International Assets Investment Management LLC13,368$413K0.0%N/A0.023%
4/23/2025Valmark Advisers Inc.531,905$16.44M0.2%+13.3%0.909%
4/22/2025Cambridge Investment Research Advisors Inc.604,476$18.68M0.1%+24.8%1.033%
4/22/2025WealthCare Investment Partners LLC147,022$4.39M1.8%N/A0.251%
4/21/2025ORG Partners LLC1,231$38K0.0%N/A0.002%
4/21/2025LifeGoal Wealth Advisors68,499$2.14M2.3%-51.8%0.117%
4/21/2025LongView Wealth Management53,092$1.64M0.5%+28.2%0.091%
4/21/2025CLG LLC16,884$522K0.2%-7.3%0.029%
4/21/2025Envestnet Portfolio Solutions Inc.200,901$6.21M0.0%+7.4%0.343%
4/17/2025Signature Wealth Management Group21,250$657K0.3%N/A0.036%
4/17/2025Sagespring Wealth Partners LLC35,922$1.11M0.0%+322.6%0.061%
4/17/2025Sowell Financial Services LLC9,819$303K0.0%N/A0.017%
4/17/2025Janney Montgomery Scott LLC155,619$4.81M0.0%+3.0%0.266%
4/17/2025Dynamic Advisor Solutions LLC55,028$1.70M0.1%+8.8%0.094%
4/16/2025Wealth Enhancement Advisory Services LLC106,641$3.30M0.0%-11.3%0.182%
4/15/2025Trueblood Wealth Management LLC42,105$1.30M0.6%+50.5%0.072%
4/15/2025Simplicity Wealth LLC17,023$526K0.0%N/A0.029%
4/14/2025Park Avenue Securities LLC17,766$549K0.0%+4.0%0.030%
4/14/2025NavPoint Financial Inc.8,187$253K0.2%N/A0.014%
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4/14/2025Patriot Financial Group Insurance Agency LLC22,745$703K0.1%+47.8%0.039%
4/9/2025RFG Advisory LLC13,673$422K0.0%+10.4%0.023%
4/9/2025Swisher Financial Concepts Inc.133,043$4.11M3.4%N/A0.227%
4/9/2025Merit Financial Group LLC59,152$1.83M0.0%N/A0.101%
4/9/2025Sweeney & Michel LLC266,958$8.25M3.3%N/A0.456%
4/8/2025Rothschild Investment LLC496,780$15.35M1.0%+28.2%0.867%
3/24/2025Mascagni Wealth Management Inc.1,178$35K0.0%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC120,173$3.56M0.0%+25.9%0.219%
3/12/2025Centaurus Financial Inc.5,689$169K0.0%N/A0.010%
2/26/2025Capital A Wealth Management LLC832$25K0.0%N/A0.007%
(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, 141 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. ($153.15M), LPL Financial LLC ($84.57M), Capital Group Private Client Services Inc. ($82.85M), Raymond James Financial Inc. ($56.01M), Commonwealth Equity Services LLC ($48.77M), and Cetera Investment Advisers ($48.15M).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 140 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. ($3.25M), Envestnet Asset Management Inc. ($2.77M), LPL Financial LLC ($1.68M), Confluence Wealth Services Inc. ($1.52M), Capital Group Private Client Services Inc. ($1.18M), Commonwealth Equity Services LLC ($1.13M), and Cetera Investment Advisers ($1.04M).

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

Institutional investors have bought a total of 19,690,467 shares in the last 24 months. This purchase volume represents approximately $590.27M in transactions.

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

Of the 15 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 ($73.65K), Concurrent Investment Advisors LLC ($23.01K), Jane Street Group LLC ($13.56K), Wealth Enhancement Advisory Services LLC ($13.53K), and Simplicity Wealth LLC ($5.25K).

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

Institutional investors have sold a total of 461,580 shares in the last 24 months. This volume of shares sold represents approximately $14.11M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 7/4/2025 by MarketBeat.com Staff
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