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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$34.97 +0.13 (+0.37%)
Closing price 10/3/2025 04:10 PM Eastern
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$34.97 0.00 (-0.01%)
As of 10/3/2025 04:10 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)
170
Total
Institutional Inflows
(last 12 months)
$807.34M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$22.40M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.668,976$22.38M0.0%+66.8%0.799%
8/29/2025Centaurus Financial Inc.6,331$213K0.0%+11.3%0.008%
8/27/2025Orion Porfolio Solutions LLC138,630$4.66M0.0%+0.8%0.166%
8/26/2025Nautilus Advisors LLC52,276$1.76M1.3%+13.0%0.062%
8/19/2025Advisory Services Network LLC22,850$760K0.0%N/A0.027%
8/18/2025Geneos Wealth Management Inc.31,450$1.06M0.0%+98.4%0.038%
8/15/2025Captrust Financial Advisors182,093$6.12M0.0%+9.6%0.218%
8/15/2025Lantern Wealth Advisors LLC8,752$294K0.2%N/A0.010%
8/15/2025Smartleaf Asset Management LLC389,677$13.13M1.2%+6.6%0.466%
8/15/2025Snowden Capital Advisors LLC9,192$311K0.0%N/A0.011%
8/15/2025Orion Porfolio Solutions LLC138,630$4.66M0.0%+0.8%0.166%
8/15/2025MML Investors Services LLC1,125,534$37.85M0.1%+15.5%1.345%
8/15/2025IHT Wealth Management LLC10,777$362K0.0%N/A0.013%
8/15/2025Great Valley Advisor Group Inc.13,743$462K0.0%+56.9%0.016%
8/15/2025Benjamin Edwards Inc.486,169$16.35M0.2%+57.0%0.581%
8/14/2025CLG LLC19,378$652K0.2%+14.8%0.023%
8/14/2025Jane Street Group LLC381,723$12.84M0.0%+5.9%0.456%
8/14/2025Raymond James Financial Inc.2,652,387$89.20M0.0%+46.3%3.169%
8/14/2025Betterment LLC33,604$1.13M0.0%N/A0.040%
8/14/2025Main Street Financial Solutions LLC15,063$507K0.0%N/A0.018%
8/14/2025Sei Investments Co.255,957$8.61M0.0%+2,931.9%0.306%
8/14/2025NewEdge Advisors LLC42,545$1.43M0.0%+45.7%0.051%
8/14/2025Gerber Kawasaki Wealth & Investment Management24,245$815K0.0%N/A0.029%
8/14/2025Cary Street Partners Financial LLC281,161$9.46M0.3%+2,262.1%0.336%
8/13/2025Gateway Wealth Partners LLC25,959$873K0.2%+50.1%0.031%
8/13/2025Baird Financial Group Inc.158,126$5.32M0.0%+2.7%0.189%
8/13/2025First Trust Advisors LP11,060$372K0.0%N/A0.013%
8/13/2025Bare Financial Services Inc7,598$256K0.1%N/A0.009%
8/13/2025VestGen Advisors LLC272,907$9.18M0.4%-1.1%0.326%
8/13/2025Northwestern Mutual Wealth Management Co.545,726$18.35M0.0%+44.3%0.652%
8/12/2025J.W. Cole Advisors Inc.16,014$539K0.0%+13.1%0.019%
8/12/2025Steward Partners Investment Advisory LLC70,702$2.38M0.0%+47.0%0.084%
8/12/2025Summit Global Investments8,194$276K0.0%N/A0.010%
8/12/2025TCP Asset Management LLC6,026$203K0.0%N/A0.007%
8/12/2025Entruity Wealth LLC175,917$5.92M5.0%+5.1%0.210%
8/12/2025JPMorgan Chase & Co.2,522$85K0.0%-77.1%0.003%
8/12/2025Lodestone Wealth Management LLC12,737$428K0.2%+24.3%0.016%
8/11/2025Rothschild Investment LLC536,824$18.05M1.1%+8.1%0.664%
8/8/2025Kingsview Wealth Management LLC27,711$932K0.0%+7.6%0.034%
8/8/2025Avantax Advisory Services Inc.295,664$9.94M0.1%+274.5%0.366%
8/8/2025Cetera Investment Advisers1,758,205$59.13M0.1%+12.8%2.174%
8/8/2025CWS Financial Advisors LLC43,405$1.46M0.4%+68.5%0.054%
8/8/2025Security Financial Services INC.11,804$397K0.1%N/A0.015%
8/8/2025Sittner & Nelson LLC1,010$34K0.0%N/A0.001%
8/7/2025Allworth Financial LP5,854$197K0.0%+295.5%0.007%
8/7/2025PFG Advisors22,023$741K0.0%+14.9%0.027%
8/6/2025Prospera Financial Services Inc13,693$460K0.0%+59.4%0.017%
8/6/2025Wedbush Securities Inc.26,696$898K0.0%-41.5%0.033%
8/6/2025Vestmark Advisory Solutions Inc.655,048$22.03M0.3%+105.9%0.810%
8/6/2025Commonwealth Equity Services LLC1,898,865$63.86M0.1%+20.3%2.348%
8/5/2025Westside Investment Management Inc.11,850$399K0.1%+351.4%0.015%
8/4/2025Continental Investors Services Inc.14,721$495K0.9%-2.1%0.018%
8/4/2025Mesirow Financial Investment Management Inc.17,887$602K0.0%N/A0.022%
8/4/2025Assetmark Inc.282,713$9.51M0.0%+2.0%0.350%
8/4/2025World Investment Advisors37,768$1.27M0.0%+3.0%0.047%
8/4/2025Flagship Harbor Advisors LLC24,207$814K0.0%N/A0.030%
8/4/2025Mayflower Financial Advisors LLC56,484$1.90M0.3%+1.2%0.070%
8/1/2025GWN Securities Inc.6,419$216K0.0%-67.9%0.008%
8/1/2025Signature Wealth Management Group16,746$563K0.2%-21.2%0.021%
8/1/2025Envestnet Asset Management Inc.5,842,721$196.49M0.1%+17.9%7.224%
7/31/2025Moloney Securities Asset Management LLC19,329$650K0.1%+119.5%0.024%
7/30/2025Bleakley Financial Group LLC158,235$5.32M0.1%+324.8%0.196%
7/30/2025Strategic Blueprint LLC18,231$613K0.0%N/A0.023%
7/30/2025BlueChip Wealth Advisors LLC132,024$4.44M1.8%+9.2%0.163%
7/30/2025Onyx Bridge Wealth Group LLC285,341$9.60M1.3%N/A0.353%
7/30/2025D.A. Davidson & CO.126,867$4.27M0.0%+519.5%0.157%
7/30/2025Cullen Frost Bankers Inc.126,457$4.25M0.1%+30.6%0.156%
7/29/2025Stephens Inc. AR8,875$298K0.0%N/A0.011%
7/29/2025Balboa Wealth Partners7,095$239K0.0%N/A0.009%
7/29/2025Koshinski Asset Management Inc.45,061$1.52M0.1%+5.7%0.056%
7/29/2025Stratos Wealth Partners LTD.46,380$1.56M0.0%+276.0%0.057%
7/29/2025Latitude Advisors LLC20,414$687K0.3%+17.9%0.025%
7/28/2025Mutual Advisors LLC28,495$976K0.0%+19.9%0.035%
7/28/2025Harbour Investments Inc.170,062$5.72M0.1%+68.5%0.210%
7/28/2025Sagespring Wealth Partners LLC42,715$1.44M0.0%+18.9%0.053%
7/28/2025RFG Advisory LLC32,251$1.09M0.0%+135.9%0.040%
7/25/2025Atria Wealth Solutions Inc.51,816$1.75M0.0%-56.3%0.064%
7/25/2025Envestnet Portfolio Solutions Inc.134,327$4.52M0.0%-33.1%0.166%
7/25/2025LRI Investments LLC22,000$740K0.1%N/A0.027%
7/25/2025CWM LLC6,615$222K0.0%+21.6%0.008%
7/25/2025Concurrent Investment Advisors LLC178,946$6.02M0.1%+5.7%0.221%
7/25/2025Apollon Wealth Management LLC43,291$1.46M0.0%N/A0.054%
7/24/2025Endeavor Private Wealth Inc.65,325$2.21M1.0%+24.2%0.081%
7/24/2025NavPoint Financial Inc.45,253$1.52M0.9%+452.7%0.056%
7/24/2025IFP Advisors Inc11,237$378K0.0%+92.8%0.014%
7/24/2025MFA Wealth Services32,469$1.09M0.8%N/A0.040%
7/24/2025MSH Capital Advisors LLC8,511$286K0.1%N/A0.011%
7/24/2025US Bancorp DE75,531$2.54M0.0%+6.6%0.093%
7/23/2025Valmark Advisers Inc.562,974$18.93M0.3%+5.8%0.696%
7/23/2025Trueblood Wealth Management LLC47,444$1.60M0.7%+12.7%0.059%
7/23/2025Seamount Financial Group Inc.57,185$1.92M1.0%+26.8%0.071%
7/22/2025Confluence Wealth Services Inc.1,661,858$55.89M3.0%+6.0%2.055%
7/22/2025DAVENPORT & Co LLC7,043$237K0.0%N/A0.009%
7/22/2025Merit Financial Group LLC143,342$4.82M0.1%+142.3%0.177%
7/22/2025Simplicity Wealth LLC37,886$1.27M0.1%+122.6%0.047%
7/22/2025Wealthcare Advisory Partners LLC7,993$269K0.0%N/A0.010%
7/22/2025Berger Financial Group Inc12,751$429K0.0%+44.9%0.016%
7/22/2025Gutierrez Wealth Advisory LLC9,197$309K0.2%N/A0.011%
7/22/2025Oak Hill Wealth Advisors LLC59,577$2.01M0.4%+34.7%0.074%
7/21/2025Ameritas 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 25,739,199 shares in the last 24 months. This purchase volume represents approximately $807.34M 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 10/4/2025 by MarketBeat.com Staff
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