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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$37.11 +0.21 (+0.57%)
As of 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)
234
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$272.66M
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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
5/5/2026Bank of New York Mellon Corp15,413$553K0.0%N/A0.012%
5/5/2026Geneos Wealth Management Inc.49,465$1.78M0.0%+5.1%0.038%
5/5/2026Sanctuary Advisors LLC31,907$1.15M0.0%+15.4%0.024%
5/5/2026BlueChip Wealth Advisors LLC143,026$5.14M2.3%-10.1%0.109%
5/5/2026Sigma Planning Corp40,763$1.47M0.0%+34.9%0.031%
5/4/2026Bleakley Financial Group LLC81,625$2.93M0.0%-39.9%0.062%
5/2/2026 Diversify Wealth Management LLC20,423$751K0.0%N/A0.016%
5/2/2026 Valmark Advisers Inc.2,079,344$74.65M0.9%+186.1%1.587%
5/1/2026 Lincoln Capital LLC22,446$804K0.2%+9.8%0.017%
5/1/2026 Fifth Third Bancorp86,491$3.11M0.0%N/A0.067%
5/1/2026 Simplicity Wealth LLC33,113$1.19M0.1%+11.0%0.026%
4/30/2026 Kestra Advisory Services LLC317,362$11.39M0.0%+109.4%0.247%
4/29/2026 Axxcess Wealth Management LLC14,585$524K0.0%N/A0.011%
4/29/2026 Advance Capital Management Inc.210,626$7.56M0.3%-96.1%0.164%
4/28/2026 Compton Financial Group LLC299,323$10.75M2.4%+1,969.0%0.234%
4/28/2026 Stephens Inc. AR106,143$3.81M0.0%+0.4%0.083%
4/28/2026 Astoria Portfolio Advisors LLC.24,824$915K0.2%+26.7%0.019%
4/28/2026 Koshinski Asset Management Inc.51,704$1.86M0.1%+18.4%0.040%
4/28/2026 Hunter Associates Investment Management LLC13,390$482K0.1%N/A0.010%
4/28/2026 CWS Financial Advisors LLC53,031$1.90M0.5%+2.2%0.041%
4/28/2026 Latitude Advisors LLC53,638$1.93M0.9%+47.6%0.042%
4/28/2026 Beacon Financial Advisory LLC10,408$374K0.1%N/A0.008%
4/27/2026 World Investment Advisors95,298$3.42M0.1%+99.8%0.074%
4/27/2026 Private Advisor Group LLC826,492$29.67M0.1%+5.0%0.646%
4/25/2026 Seamount Financial Group Inc.75,046$2.69M1.2%+9.6%0.059%
4/25/2026 NavPoint Financial Inc.161,369$5.79M2.3%+20.8%0.126%
4/24/2026 Merited Wealth LLC88,108$3.16M2.6%+6.5%0.069%
4/23/2026 KOM Wealth Management Group LLC5,612$201K0.1%N/A0.004%
4/23/2026 Summit Investment Advisory Services LLC9,802$352K0.1%+25.0%0.008%
4/23/2026 Mayflower Financial Advisors LLC93,353$3.35M0.3%+2.6%0.073%
4/23/2026 Intrua Financial LLC14,244$511K0.1%+47.1%0.011%
4/23/2026 Continuum Advisory LLC15,298$549K0.1%-3.8%0.012%
4/23/2026 Pinnacle Bancorp Inc.1,400$50K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC187,357$6.73M0.1%+30.5%0.146%
4/23/2026 Vicus Capital27,735$996K0.1%+20.7%0.022%
4/22/2026 Patriot Financial Group Insurance Agency LLC134,148$4.82M0.3%+345.4%0.105%
4/22/2026 Janney Montgomery Scott LLC753,833$27.06M0.1%+42.7%0.589%
4/22/2026 Onyx Bridge Wealth Group LLC424,066$15.23M1.6%+2.3%0.331%
4/22/2026 MFA Wealth Services65,653$2.36M1.6%+64.1%0.051%
4/21/2026 Financial Council LLC20,350$731K0.3%+43.1%0.016%
4/21/2026 Silver Oak Securities Incorporated122,302$4.39M0.3%N/A0.096%
4/20/2026 Kestra Private Wealth Services LLC34,268$1.23M0.0%+9.5%0.027%
4/20/2026 RFG Advisory LLC47,879$1.72M0.0%-66.4%0.037%
4/18/2026 Nautilus Advisors LLC55,569$2.00M1.4%+1.3%0.044%
4/18/2026 Richards Merrill & Peterson Inc.8,200$294K0.1%N/A0.006%
4/17/2026 Trinity Wealth Management LLC13,132$471K0.2%+9.9%0.010%
4/17/2026 Aspire Growth Partners LLC32,026$1.15M0.8%+21.4%0.025%
4/17/2026 Stonebridge Financial Group LLC MO5,884$211K0.2%N/A0.005%
4/17/2026 AdvisorNet Financial Inc1,053$38K0.0%-38.0%0.001%
4/17/2026 Sweeney & Michel LLC286,127$10.66M3.2%+1.3%0.224%
4/16/2026 Balboa Wealth Partners9,742$350K0.1%+26.7%0.008%
4/16/2026 Swisher Financial Concepts Inc.222,399$7.98M4.5%+6.5%0.175%
4/16/2026 Founders Financial Securities LLC148,300$5.50M0.3%+3.3%0.117%
3/23/2026 J. Derek Lewis & Associates Inc.563,341$20.08M4.7%N/A0.468%
3/17/2026Rockefeller Capital Management L.P.21,846$779K0.0%+421.0%0.018%
3/13/2026 World Investment Advisors47,687$1.70M0.0%+1.3%0.040%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management701$25K0.0%N/A0.001%
2/24/2026 Astoria Portfolio Advisors LLC.19,599$737K0.2%N/A0.016%
2/23/2026Continental Investors Services Inc.17,911$649K0.8%-9.2%0.015%
2/18/2026Summit Global Investments17,135$611K0.0%+8.4%0.014%
2/18/2026Raymond James Financial Inc.4,159,257$148.24M0.0%+17.3%3.452%
2/18/2026 Onyx Bridge Wealth Group LLC414,523$14.77M1.6%+1.9%0.344%
2/18/2026NewEdge Advisors LLC245,048$8.73M0.0%+368.9%0.203%
2/18/2026VestGen Advisors LLC43,784$1.56M0.1%-83.2%0.036%
2/18/2026Main Street Financial Solutions LLC73,785$2.63M0.2%+130.8%0.061%
2/18/2026IHT Wealth Management LLC15,202$542K0.0%+40.1%0.013%
2/18/2026BNB Wealth Management LLC113,467$4.04M2.6%N/A0.094%
2/17/2026AQR Capital Management LLC22,395$798K0.0%+30.1%0.019%
2/17/2026Cetera Investment Advisers3,221,615$114.82M0.1%+18.5%2.674%
2/17/2026Equitable Holdings Inc.84,394$3.01M0.0%+21.8%0.070%
2/17/2026Kovack Advisors Inc.5,612$200K0.0%N/A0.005%
2/17/2026Roehl & Yi Investment Advisors LLC34,276$1.17M0.2%N/A0.028%
2/17/2026Regal Investment Advisors LLC7,587$270K0.0%N/A0.006%
2/17/2026Osaic Holdings Inc.1,008,301$35.94M0.1%+0.1%0.837%
2/17/2026 Private Advisor Group LLC787,274$28.06M0.1%+40.8%0.653%
2/17/2026Captrust Financial Advisors221,935$7.91M0.0%+7.3%0.184%
2/17/2026&PARTNERS525,821$18.73M0.1%+73.0%0.436%
2/17/2026Royal Bank of Canada2,330,698$83.07M0.0%+11.4%1.934%
2/16/2026Venture Visionary Partners LLC77,940$2.78M0.1%+150.6%0.065%
2/16/2026 Perryman Financial Advisory Inc. AD14,838$529K0.1%N/A0.012%
2/16/2026MML Investors Services LLC1,516,279$54.04M0.1%+16.7%1.258%
2/16/2026Mariner LLC33,001$1.18M0.0%+51.6%0.027%
2/16/2026Arax Advisory Partners2,955$105K0.0%+919.0%0.002%
2/13/2026Jacobi Capital Management LLC79,646$2.84M0.2%+14.4%0.066%
2/13/2026 Kestra Advisory Services LLC151,570$5.40M0.0%+16.4%0.126%
2/13/2026Transamerica Financial Advisors LLC14,034$500K0.0%+32.8%0.012%
2/13/2026Visionary Wealth Advisors8,472$302K0.0%+45.6%0.007%
2/13/2026Stifel Financial Corp587,934$20.95M0.0%+11.8%0.488%
2/13/2026Smartleaf Asset Management LLC385,494$13.82M0.5%+1.7%0.320%
2/13/2026Advyzon Investment Management LLC15,012$535K0.1%N/A0.012%
2/13/2026Morgan Stanley2,831,829$100.93M0.0%-21.3%2.350%
2/13/2026First Trust Advisors LP10,167$362K0.0%N/A0.008%
2/13/2026Integrated Wealth Concepts LLC222,119$7.92M0.1%+19.0%0.184%
2/13/2026Ausdal Financial Partners Inc.19,404$692K0.0%+88.4%0.016%
2/13/2026 QTR Family Wealth LLC39,629$1.49M0.7%+33.7%0.033%
2/13/2026Wells Fargo & Company MN2,755,585$98.21M0.0%+146.0%2.287%
2/13/2026Gerber Kawasaki Wealth & Investment Management45,982$1.64M0.1%+2.3%0.038%
2/13/2026Summit Financial LLC31,652$1.13M0.0%+26.4%0.026%
2/13/2026Concorde Asset Management LLC7,944$283K0.1%+3.9%0.007%
2/12/2026Jane Street Group LLC960,000$34.21M0.0%+1,837.3%0.797%


CGDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDG shares?

During the previous two years, 260 institutional investors and hedge funds held shares of Capital Group Dividend Growers ETF. The most heavily invested institutionals were Capital International Investors ($615.00M), LPL Financial LLC ($343.97M), Envestnet Asset Management Inc. ($278.48M), Capital Group Private Client Services Inc. ($184.64M), Raymond James Financial Inc. ($148.24M), Cetera Investment Advisers ($114.82M), and Morgan Stanley ($100.93M).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 257 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: Envestnet Asset Management Inc. ($5.85M), Raymond James Financial Inc. ($5.60M), Advance Capital Management Inc. ($5.37M), LPL Financial LLC ($3.61M), Capital Group Private Client Services Inc. ($2.29M), Northwestern Mutual Wealth Management Co. ($1.91M), and Cetera Investment Advisers ($1.74M).

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

Institutional investors have bought a total of 39,484,395 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 51 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: Advance Capital Management Inc. ($5.16M), Morgan Stanley ($765.30K), Capital International Investors ($235.68K), Cary Street Partners Financial LLC ($235.44K), VestGen Advisors LLC ($220.07K), Vestmark Advisory Solutions Inc. ($209.99K), and Citadel Advisors LLC ($96.64K).

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

Institutional investors have sold a total of 7,678,662 shares in the last 24 months. This volume of shares sold represents approximately $272.66M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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