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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$38.23 +0.24 (+0.63%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
242
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$258.95M
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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
7/9/2026 Wealthcare Capital Partners LLC6,229$234K0.1%N/A0.004%
7/9/2026 Shira Ridge Wealth Management119,166$4.47M1.6%+6.4%0.086%
7/9/2026 Professional Financial Advisors LLC9,428$354K0.1%N/A0.007%
7/8/2026 First Heartland Consultants Inc.13,882$521K0.0%+7.7%0.010%
7/8/2026 Puff Wealth Management LLC13,285$498K0.5%N/A0.010%
7/8/2026 LifeGoal Investments LLC40,783$1.53M0.7%-6.5%0.029%
7/8/2026 Lincoln Capital LLC34,501$1.29M0.2%+53.7%0.025%
7/7/2026 Trinity Wealth Management LLC13,403$503K0.2%+2.1%0.010%
7/7/2026 M.E. Allison & CO. Inc.27,365$1.03M0.6%+30.9%0.020%
7/7/2026 Dynamic Advisor Solutions LLC29,761$1.12M0.0%-1.1%0.022%
7/7/2026 GAMMA Investing LLC3,178$119K0.0%N/A0.002%
7/7/2026 CoreCap Advisors LLC748$28K0.0%+1,458.3%0.001%
7/6/2026 Private Client Services LLC26,220$984K0.3%+187.2%0.019%
7/2/2026 CX Institutional1,737$65K0.0%+121.3%0.001%
6/18/2026Western Wealth Management LLC3,518$126K0.0%N/A0.003%
6/3/2026NewEdge Advisors LLC330,560$11.87M0.0%+34.9%0.252%
5/27/2026 Security Financial Services INC.25,691$922K0.1%+13.8%0.020%
5/21/2026J. Derek Lewis & Associates Inc.676,165$24.31M5.4%+20.0%0.516%
5/20/2026January Capital Advisors LLC18,728$672K0.9%N/A0.014%
5/19/2026Western Wealth Management LLC3,518$126K0.0%N/A0.003%
5/19/2026Centaurus Financial Inc.132,755$4.77M0.2%+2.1%0.101%
5/19/2026Arkadios Wealth Advisors89,871$3.23M0.1%N/A0.069%
5/18/2026Sunbelt Securities Inc.2,698$97K0.0%+17.3%0.002%
5/18/2026EverSource Wealth Advisors LLC4,786$172K0.0%+13.0%0.004%
5/18/2026Royal Bank of Canada2,597,678$93.26M0.0%+11.5%1.983%
5/15/2026Gateway Wealth Partners LLC270,074$9.70M0.4%+397.1%0.206%
5/14/2026Renaissance Technologies LLC16,200$582K0.0%-44.9%0.012%
5/14/2026 CLG LLC48,098$1.73M0.4%+24.0%0.037%
5/14/2026Sei Investments Co.1,188,191$42.66M0.0%+36.5%0.907%
5/14/2026Ascension Capital Advisors Inc.7,350$264K0.1%-5.2%0.006%
5/13/2026Cetera Investment Advisers3,870,449$138.95M0.1%+20.1%2.955%
5/8/2026Summit Global Investments17,452$627K0.0%+1.9%0.013%
5/7/2026Carson Advisory Inc.9,191$330K0.2%N/A0.007%
5/6/2026Assetmark Inc.625,780$22.47M0.0%+10.8%0.478%
5/6/2026 Independent Financial Group LLC29,008$1.04M0.0%N/A0.022%
5/5/2026D.A. Davidson & CO.139,407$5.01M0.0%+2.0%0.106%
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%
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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%
5/2/2026Diversify Wealth Management LLC20,423$751K0.0%N/A0.016%
5/2/2026Valmark 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%
5/1/2026Fifth Third Bancorp86,491$3.11M0.0%N/A0.067%
5/1/2026Simplicity Wealth LLC33,113$1.19M0.1%+11.0%0.026%
4/30/2026Kestra Advisory Services LLC317,362$11.39M0.0%+109.4%0.247%
4/29/2026Axxcess Wealth Management LLC14,585$524K0.0%N/A0.011%
4/29/2026Advance Capital Management Inc.210,626$7.56M0.3%-96.1%0.164%
4/28/2026Compton Financial Group LLC299,323$10.75M2.4%+1,969.0%0.234%
4/28/2026Stephens Inc. AR106,143$3.81M0.0%+0.4%0.083%
4/28/2026Astoria Portfolio Advisors LLC.24,824$915K0.2%+26.7%0.019%
4/28/2026Koshinski 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%
4/28/2026CWS Financial Advisors LLC53,031$1.90M0.5%+2.2%0.041%
4/28/2026Latitude Advisors LLC53,638$1.93M0.9%+47.6%0.042%
4/28/2026Beacon Financial Advisory LLC10,408$374K0.1%N/A0.008%
4/27/2026World Investment Advisors95,298$3.42M0.1%+99.8%0.074%
4/27/2026Private Advisor Group LLC826,492$29.67M0.1%+5.0%0.646%
4/25/2026Seamount 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%
4/24/2026Merited Wealth LLC88,108$3.16M2.6%+6.5%0.069%
4/23/2026 KOM Wealth Management Group LLC5,612$201K0.1%N/A0.004%
4/23/2026Summit 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%
4/23/2026Intrua Financial LLC14,244$511K0.1%+47.1%0.011%
4/23/2026Continuum Advisory LLC15,298$549K0.1%-3.8%0.012%
4/23/2026Pinnacle Bancorp Inc.1,400$50K0.0%N/A0.001%
4/23/2026 Apollon Wealth Management LLC187,357$6.73M0.1%+30.5%0.146%
4/23/2026Vicus 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%
4/22/2026Janney 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%
4/21/2026Financial Council LLC20,350$731K0.3%+43.1%0.016%
4/21/2026Silver Oak Securities Incorporated122,302$4.39M0.3%N/A0.096%
4/20/2026Kestra 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%
4/17/2026Aspire Growth Partners LLC32,026$1.15M0.8%+21.4%0.025%
4/17/2026Stonebridge Financial Group LLC MO5,884$211K0.2%N/A0.005%
4/17/2026 AdvisorNet Financial Inc1,053$38K0.0%-38.0%0.001%
4/17/2026Sweeney & Michel LLC286,127$10.66M3.2%+1.3%0.224%
4/16/2026Balboa Wealth Partners9,742$350K0.1%+26.7%0.008%
4/16/2026Swisher Financial Concepts Inc.222,399$7.98M4.5%+6.5%0.175%
4/16/2026Founders Financial Securities LLC148,300$5.50M0.3%+3.3%0.117%
3/23/2026J. Derek Lewis & Associates Inc.563,341$20.08M4.7%N/A0.468%
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3/17/2026Rockefeller Capital Management L.P.21,846$779K0.0%+421.0%0.018%
3/13/2026World 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%
2/24/2026Astoria 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%


CGDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 271 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 ($138.95M), and Morgan Stanley ($100.93M).Learn more on Capital Group Dividend Growers ETF's institutional investors.

Of the 267 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), Cetera Investment Advisers ($2.39M), Capital Group Private Client Services Inc. ($2.17M), and Northwestern Mutual Wealth Management Co. ($1.91M).

Institutional investors have bought a total of 34,238,158 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Of the 47 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), VestGen Advisors LLC ($220.07K), Vestmark Advisory Solutions Inc. ($209.99K), Citadel Advisors LLC ($96.64K), and RFG Advisory LLC ($94.55K).

Institutional investors have sold a total of 7,249,716 shares in the last 24 months. This volume of shares sold represents approximately $258.95M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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