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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$32.20 0.00 (0.00%)
As of 05/22/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Dividend Growers ETF (NYSEARCA:CGDG)

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$590.29M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.15,853$490K0.0%N/A0.025%
5/19/2025 Jane Street Group LLC360,319$11.13M0.0%-1.8%0.565%
5/16/2025 Jones Financial Companies Lllp137,176$4.06M0.0%+33.7%0.215%
5/16/2025 NewEdge Advisors LLC29,206$902K0.0%+13.8%0.046%
5/16/2025 Integrated Wealth Concepts LLC43,336$1.34M0.0%+59.4%0.068%
5/15/2025 Flputnam Investment Management Co.39,532$1.22M0.0%+2.2%0.062%
5/15/2025 Royal Bank of Canada1,237,364$38.24M0.0%+22.8%1.942%
5/15/2025 Baird Financial Group Inc.153,909$4.76M0.0%+139.2%0.242%
5/15/2025 Vermillion & White Wealth Management Group LLC3,490$108K0.1%N/A0.005%
5/14/2025 Jane Street Group LLC360,319$11.13M0.0%-1.8%0.565%
5/14/2025 Comerica Bank50,022$1.55M0.0%+1.0%0.079%
5/14/2025 Smartleaf Asset Management LLC365,401$11.31M1.1%+93.9%0.573%
5/14/2025 Northwestern Mutual Wealth Management Co.378,141$11.69M0.0%+29.4%0.593%
5/14/2025 Kestra Advisory Services LLC102,638$3.17M0.0%+15.1%0.161%
5/14/2025 Aspire Growth Partners LLC23,811$756K0.7%+69.3%0.037%
5/14/2025 Capital Analysts LLC1,612$50K0.0%N/A0.003%
5/14/2025 Venture Visionary Partners LLC7,027$217K0.0%N/A0.011%
5/14/2025 CWS Financial Advisors LLC25,767$796K0.3%+54.3%0.040%
5/14/2025 Lincoln Capital LLC14,305$433K0.1%+42.6%0.022%
5/13/2025 Raymond James Financial Inc.1,812,588$56.01M0.0%+26.1%2.845%
5/13/2025 Sei Investments Co.8,442$261K0.0%N/A0.013%
5/13/2025 Vestmark Advisory Solutions Inc.318,208$9.83M0.3%+3.6%0.499%
5/13/2025 HighTower Advisors LLC44,335$1.37M0.0%-4.7%0.070%
5/12/2025 Berger Financial Group Inc8,801$272K0.0%+14.3%0.014%
5/12/2025 Benjamin Edwards Inc.309,594$9.57M0.1%+61.0%0.486%
5/9/2025 Atria Wealth Solutions Inc.118,442$3.68M0.0%+25.3%0.186%
5/9/2025 Cary Street Partners Financial LLC11,903$368K0.0%-95.1%0.019%
5/9/2025 Strategic Investment Solutions Inc. IL1,488$46K0.0%+27.4%0.002%
5/9/2025 Commonwealth Equity Services LLC1,578,331$48.77M0.1%+44.3%2.477%
5/8/2025 Endeavor Private Wealth Inc.52,602$1.63M0.9%+23.0%0.083%
5/8/2025 US Bancorp DE70,824$2.19M0.0%N/A0.111%
5/8/2025 Harbour Investments Inc.100,956$3.12M0.1%+27.2%0.158%
5/8/2025 Entruity Wealth LLC167,459$5.17M4.9%+99.8%0.263%
5/7/2025 LPL Financial LLC2,737,036$84.57M0.0%+92.6%4.295%
5/6/2025 Assetmark Inc.277,265$8.57M0.0%+4.2%0.435%
5/6/2025 Cetera Investment Advisers1,558,313$48.15M0.1%+30.9%2.446%
5/6/2025 Avantax Advisory Services Inc.78,948$2.44M0.0%+43.2%0.124%
5/6/2025 Tempus Wealth Planning LLC79,930$2.47M0.7%+26.0%0.125%
5/6/2025 Wedbush Securities Inc.45,634$1.41M0.1%+46.2%0.072%
5/6/2025 BlueChip Wealth Advisors LLC120,927$3.74M1.7%N/A0.190%
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5/6/2025 PFG Advisors19,159$592K0.0%+3.9%0.030%
5/5/2025 IFP Advisors Inc5,827$180K0.0%+6.3%0.009%
5/5/2025 Private Advisor Group LLC303,705$9.38M0.1%+24.3%0.477%
5/2/2025 Kingsview Wealth Management LLC25,744$795K0.0%N/A0.040%
5/2/2025 Mayflower Financial Advisors LLC55,816$1.73M0.3%+5.3%0.088%
5/2/2025 Cullen Frost Bankers Inc.96,852$2.99M0.0%+16.4%0.152%
5/1/2025 Bleakley Financial Group LLC37,246$1.15M0.0%+8.8%0.058%
5/1/2025 A&I Financial Services LLC24,377$753K0.5%+24.9%0.038%
5/1/2025 CWM LLC5,441$168K0.0%+365.0%0.009%
5/1/2025 Gateway Wealth Partners LLC17,291$534K0.1%+34.0%0.027%
4/30/2025 Seamount Financial Group Inc.45,110$1.39M0.9%+4.6%0.077%
4/30/2025 Allworth Financial LP1,480$46K0.0%+136.4%0.003%
4/30/2025 Moloney Securities Asset Management LLC8,806$272K0.0%+23.7%0.015%
4/30/2025 Stratos Wealth Partners LTD.12,334$381K0.0%N/A0.021%
4/30/2025 Synergy Investment Management LLC13,050$403K0.2%+94.8%0.022%
4/29/2025 U.S. Capital Wealth Advisors LLC111,853$3.46M0.1%+20.2%0.191%
4/29/2025 Envestnet Asset Management Inc.4,956,279$153.15M0.0%+25.4%8.469%
4/29/2025 Concurrent Investment Advisors LLC169,337$5.23M0.1%+2.3%0.289%
4/29/2025 World Investment Advisors36,655$1.13M0.0%+46.0%0.063%
4/28/2025 D.A. Davidson & CO.20,479$633K0.0%+123.5%0.035%
4/28/2025 Mutual Advisors LLC23,766$734K0.0%N/A0.041%
4/28/2025 Lodestone Wealth Management LLC10,243$317K0.2%+18.4%0.018%
4/28/2025 Latitude Advisors LLC17,311$535K0.3%N/A0.030%
4/28/2025 Private Trust Co. NA12,129$375K0.0%+33.3%0.021%
4/25/2025 Koshinski Asset Management Inc.42,641$1.32M0.1%+64.7%0.073%
4/25/2025 Westside Investment Management Inc.2,625$81K0.0%+556.3%0.004%
4/25/2025 Ameritas Advisory Services LLC125,797$3.83M0.2%+6.3%0.215%
4/25/2025 Sovran Advisors LLC16,483$497K0.1%N/A0.028%
4/24/2025 Confluence Wealth Services Inc.1,568,309$47.85M3.0%+13.5%2.680%
4/23/2025 Oak Hill Wealth Advisors LLC44,227$1.37M0.3%+45.8%0.076%
4/23/2025 International Assets Investment Management LLC13,368$413K0.0%N/A0.023%
4/23/2025 Valmark Advisers Inc.531,905$16.44M0.2%+13.3%0.909%
4/22/2025 Cambridge Investment Research Advisors Inc.604,476$18.68M0.1%+24.8%1.033%
4/22/2025 WealthCare Investment Partners LLC147,022$4.39M1.8%N/A0.251%
4/21/2025 ORG Partners LLC1,231$38K0.0%N/A0.002%
4/21/2025 LifeGoal Wealth Advisors68,499$2.14M2.3%-51.8%0.117%
4/21/2025 LongView Wealth Management53,092$1.64M0.5%+28.2%0.091%
4/21/2025 CLG LLC16,884$522K0.2%-7.3%0.029%
4/21/2025 Envestnet Portfolio Solutions Inc.200,901$6.21M0.0%+7.4%0.343%
4/17/2025 Signature Wealth Management Group21,250$657K0.3%N/A0.036%
4/17/2025 Sagespring Wealth Partners LLC35,922$1.11M0.0%+322.6%0.061%
4/17/2025 Sowell Financial Services LLC9,819$303K0.0%N/A0.017%
4/17/2025 Janney Montgomery Scott LLC155,619$4.81M0.0%+3.0%0.266%
4/17/2025 Dynamic Advisor Solutions LLC55,028$1.70M0.1%+8.8%0.094%
4/16/2025 Wealth Enhancement Advisory Services LLC106,641$3.30M0.0%-11.3%0.182%
4/15/2025 Trueblood Wealth Management LLC42,105$1.30M0.6%+50.5%0.072%
4/15/2025 Simplicity Wealth LLC17,023$526K0.0%N/A0.029%
4/14/2025 Park Avenue Securities LLC17,766$549K0.0%+4.0%0.030%
4/14/2025 NavPoint Financial Inc.8,187$253K0.2%N/A0.014%
4/14/2025 Patriot Financial Group Insurance Agency LLC22,745$703K0.1%+47.8%0.039%
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4/9/2025 RFG Advisory LLC13,673$422K0.0%+10.4%0.023%
4/9/2025 Swisher Financial Concepts Inc.133,043$4.11M3.4%N/A0.227%
4/9/2025 Merit Financial Group LLC59,152$1.83M0.0%N/A0.101%
4/9/2025 Sweeney & Michel LLC266,958$8.25M3.3%N/A0.456%
4/8/2025 Rothschild Investment LLC496,780$15.35M1.0%+28.2%0.867%
3/24/2025 Mascagni Wealth Management Inc.1,178$35K0.0%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC120,173$3.56M0.0%+25.9%0.219%
3/12/2025 Centaurus Financial Inc.5,689$169K0.0%N/A0.010%
2/26/2025 Capital A Wealth Management LLC832$25K0.0%N/A0.007%
2/18/2025 GTS Securities LLC14,402$427K0.0%N/A0.124%
(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 CGDG's institutional investors.

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

Of the 140 institutional investors that purchased Capital Group Dividend Growers ETF 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 22,296,264 shares in the last 24 months. This purchase volume represents approximately $662.38M in transactions.

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

Of the 16 institutional investors that sold Capital Group Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($904K), 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), and Wealth Enhancement Advisory Services LLC ($13.53K).

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

Institutional investors have sold a total of 1,365,580 shares in the last 24 months. This volume of shares sold represents approximately $39.36M in transactions.



This page (NYSEARCA:CGDG) was last updated on 5/23/2025 by MarketBeat.com Staff
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