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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$35.17 +0.15 (+0.43%)
Closing price 10/24/2025 04:10 PM Eastern
Extended Trading
$35.16 -0.01 (-0.01%)
As of 10/24/2025 07:43 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)
174
Total
Institutional Inflows
(last 12 months)
$923.60M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$24.71M
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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
10/24/2025Vicus Capital18,158$629K0.0%+75.8%0.018%
10/24/2025Lodestone Wealth Management LLC15,126$524K0.2%+18.8%0.015%
10/24/2025ORG Partners LLC17,495$606K0.1%+40.1%0.018%
10/24/2025Valmark Advisers Inc.597,914$20.72M0.3%+6.2%0.599%
10/24/2025Trueblood Wealth Management LLC49,361$1.71M0.7%+4.0%0.049%
10/24/2025Seamount Financial Group Inc.64,681$2.24M1.1%+13.1%0.065%
10/23/2025 Benjamin Edwards Inc.598,370$20.73M0.2%+23.1%0.600%
10/23/2025 A&I Financial Services LLC28,488$993K0.5%+7.4%0.029%
10/23/2025 Strategic Blueprint LLC17,423$604K0.0%-4.4%0.017%
10/23/2025 Park Avenue Securities LLC48,489$1.68M0.0%+143.3%0.049%
10/22/2025 Gladstone Institutional Advisory LLC47,251$1.64M0.1%+10.9%0.047%
10/22/2025 Geneos Wealth Management Inc.14,732$510K0.0%-53.2%0.015%
10/22/2025 D.A. Davidson & CO.127,647$4.42M0.0%+0.6%0.128%
10/22/2025 Commonwealth Equity Services LLC1,859,335$64.43M0.1%-2.1%1.863%
10/22/2025 Endeavor Private Wealth Inc.71,942$2.50M0.8%+10.1%0.072%
10/21/2025 Global Retirement Partners LLC10,142$351K0.0%+261.6%0.010%
10/20/2025 Merit Financial Group LLC198,993$6.90M0.1%+38.8%0.199%
10/20/2025 Swisher Financial Concepts Inc.195,737$6.78M4.1%+21.7%0.196%
10/20/2025 Ascent Group LLC8,407$291K0.0%N/A0.008%
10/20/2025 Continuum Advisory LLC14,462$501K0.1%+13.9%0.014%
10/17/2025 Sard Wealth Management Group LLC7,896$274K0.2%N/A0.008%
10/17/2025 Sowell Financial Services LLC47,517$1.65M0.1%+1.5%0.048%
10/17/2025 Mayflower Financial Advisors LLC82,064$2.84M0.3%+45.3%0.082%
10/17/2025 Apollon Wealth Management LLC132,441$4.59M0.1%+205.9%0.133%
10/15/2025 CWM LLC5,468$189K0.0%-17.3%0.005%
10/15/2025 World Investment Advisors47,093$1.63M0.0%+24.7%0.048%
10/15/2025 Founders Financial Securities LLC116,677$4.04M0.3%+7.0%0.118%
10/15/2025 DAVENPORT & Co LLC52,619$1.82M0.0%+647.1%0.053%
10/14/2025 Fourpath Capital Management LLC570,040$19.75M2.8%N/A0.576%
10/14/2025 Trust Co. of Vermont870$30K0.0%N/A0.001%
10/14/2025 Farther Finance Advisors LLC8,635$299K0.0%+110.6%0.009%
10/14/2025 Security Financial Services INC.20,831$722K0.1%+76.5%0.021%
10/14/2025 LongView Wealth Management98,491$3.41M0.9%+39.5%0.099%
10/10/2025 Flputnam Investment Management Co.47,985$1.66M0.0%+49.4%0.048%
10/10/2025 Advance Capital Management Inc.5,249,253$181.89M7.9%+96.6%5.302%
10/9/2025 U.S. Capital Wealth Advisors LLC164,963$5.72M0.2%+25.6%0.167%
10/9/2025 NavPoint Financial Inc.89,916$3.12M1.6%+98.7%0.091%
10/8/2025 Patriot Financial Group Insurance Agency LLC12,475$432K0.1%-45.7%0.013%
10/8/2025 Trinity Wealth Management LLC11,361$394K0.1%+8.4%0.012%
10/8/2025 M.E. Allison & CO. Inc.15,082$523K0.4%-14.8%0.015%
10/6/2025 Venture Visionary Partners LLC31,102$1.08M0.0%+64.3%0.032%
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%
8/18/2025 Geneos 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%
8/15/2025 Benjamin 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%
8/12/2025 TCP 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%
8/8/2025 Security 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%
8/6/2025 Commonwealth 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%
8/4/2025 World Investment Advisors37,768$1.27M0.0%+3.0%0.047%
8/4/2025Flagship Harbor Advisors LLC24,207$814K0.0%N/A0.030%
8/4/2025 Mayflower Financial Advisors LLC56,484$1.90M0.3%+1.2%0.070%
8/1/2025GWN Securities Inc.6,419$216K0.0%-67.9%0.008%
8/1/2025Signature Wealth Management Group16,746$563K0.2%-21.2%0.021%
(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, 186 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. ($181.89M), Raymond James Financial Inc. ($89.20M), LPL Financial LLC ($84.57M), Capital Group Private Client Services Inc. ($82.85M), and Commonwealth Equity Services LLC ($64.43M).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 184 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: Advance Capital Management Inc. ($5.25M), Raymond James Financial Inc. ($4.09M), Envestnet Asset Management Inc. ($3.66M), 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 29,036,492 shares in the last 24 months. This purchase volume represents approximately $923.60M in transactions.

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

Of the 29 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), Commonwealth Equity Services LLC ($39.53K), and Ameritas Advisory Services LLC ($32.30K).

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

Institutional investors have sold a total of 774,057 shares in the last 24 months. This volume of shares sold represents approximately $24.71M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 10/25/2025 by MarketBeat.com Staff
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