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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$34.25 +0.06 (+0.18%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$34.24 -0.02 (-0.04%)
As of 07/25/2025 04:11 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)
147
Total
Institutional Inflows
(last 12 months)
$694.66M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$20.76M
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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
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%
7/24/2025 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%
7/18/2025 Vicus Capital10,327$347K0.0%N/A0.013%
7/18/2025 QTR Family Wealth LLC28,311$952K0.6%+15.3%0.035%
7/18/2025 Truist Financial Corp175,407$5.90M0.0%+9.2%0.217%
7/17/2025 LifeGoal Wealth Advisors49,243$1.66M1.6%-28.1%0.062%
7/17/2025 Janney Montgomery Scott LLC196,500$6.61M0.0%+26.3%0.248%
7/17/2025 Venture Visionary Partners LLC18,934$637K0.0%+169.4%0.024%
7/17/2025 Tempus Wealth Planning LLC82,695$2.78M0.7%+3.5%0.104%
7/16/2025 ORG Partners LLC12,486$421K0.1%+914.3%0.016%
7/16/2025 Swisher Financial Concepts Inc.160,846$5.41M3.5%+20.9%0.203%
7/15/2025 Hartmann Taylor Wealth Management LLC7,000$235K0.2%N/A0.009%
7/14/2025 AdvisorNet Financial Inc1,313$44K0.0%+483.6%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC131,366$4.42M0.1%+17.4%0.166%
7/14/2025 Sweeney & Michel LLC270,271$9.14M3.2%+1.2%0.341%
7/14/2025 Park Avenue Securities LLC19,933$670K0.0%+12.2%0.025%
7/14/2025 A&I Financial Services LLC26,532$892K0.5%+8.8%0.033%
7/14/2025 Sowell Financial Services LLC46,832$1.58M0.1%+377.0%0.059%
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7/11/2025 Trinity Wealth Management LLC10,484$353K0.1%N/A0.013%
7/11/2025 Lincoln Capital LLC15,331$516K0.1%+7.2%0.020%
7/11/2025 Farther Finance Advisors LLC4,100$138K0.0%N/A0.005%
7/11/2025 LongView Wealth Management70,579$2.37M0.7%+32.9%0.090%
7/10/2025 Wealth Enhancement Advisory Services LLC123,280$4.19M0.0%+15.6%0.157%
7/10/2025 Sovran Advisors LLC51,662$1.75M0.2%+213.4%0.066%
7/9/2025 Dynamic Advisor Solutions LLC49,093$1.65M0.1%-10.8%0.063%
7/9/2025 WealthCare Investment Partners LLC139,089$4.72M1.7%-5.4%0.177%
7/8/2025 Advance Capital Management Inc.2,669,679$89.78M4.1%N/A3.417%
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%
5/14/2025 Venture Visionary Partners LLC7,027$217K0.0%N/A0.011%
5/14/2025CWS Financial Advisors LLC25,767$796K0.3%+54.3%0.040%
5/14/2025 Lincoln Capital LLC14,305$433K0.1%+42.6%0.022%
5/13/2025Raymond 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%
5/12/2025 Berger 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%
5/9/2025 Strategic 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%
5/8/2025 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%
5/8/2025Harbour 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%
5/6/2025 Tempus 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%
5/6/2025BlueChip Wealth Advisors LLC120,927$3.74M1.7%N/A0.190%
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5/6/2025PFG Advisors19,159$592K0.0%+3.9%0.030%
5/5/2025 IFP 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%
5/1/2025 A&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%
(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, 155 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), Advance Capital Management Inc. ($89.78M), LPL Financial LLC ($84.57M), Capital Group Private Client Services Inc. ($82.85M), Raymond James Financial Inc. ($56.01M), and Confluence Wealth Services Inc. ($55.89M).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 154 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), Advance Capital Management Inc. ($2.67M), LPL Financial LLC ($1.68M), Confluence Wealth Services Inc. ($1.61M), Capital Group Private Client Services Inc. ($1.18M), and Commonwealth Equity Services LLC ($1.13M).

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

Institutional investors have bought a total of 22,737,460 shares in the last 24 months. This purchase volume represents approximately $694.66M in transactions.

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

Of the 18 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 659,138 shares in the last 24 months. This volume of shares sold represents approximately $20.76M in transactions.



This page (NYSEARCA:CGDG) was last updated on 7/26/2025 by MarketBeat.com Staff
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