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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$37.44 +0.03 (+0.08%)
Closing price 04:10 PM Eastern
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$37.66 +0.23 (+0.60%)
As of 07:30 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)
$951.95M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$257.70M
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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
10/9/2026Lincoln Capital LLC38,438$1.42M0.3%+11.4%0.025%
10/9/2026First Heartland Consultants Inc.20,091$744K0.0%+44.7%0.013%
10/8/2026Farther Finance Advisors LLC25,772$954K0.0%-43.1%0.017%
10/8/2026CoreCap Advisors LLC1,115$41K0.0%+49.1%0.001%
10/8/2026Titleist Asset Management LLC9,492$352K0.0%-10.8%0.006%
10/8/2026Puff Wealth Management LLC15,831$586K0.6%+19.2%0.010%
10/7/2026Venture Visionary Partners LLC125,869$4.66M0.1%+12.5%0.083%
10/7/2026Nautilus Advisors LLC54,230$2.01M1.3%-2.9%0.036%
10/2/2026 Private Client Services LLC30,315$1.12M0.3%+15.6%0.020%
9/23/2026Envestnet Portfolio Solutions Inc.218,709$8.20M0.0%+16.9%0.152%
9/9/2026Capital Analysts LLC49,825$1.87M0.0%+141.8%0.035%
9/9/2026Integrated Wealth Concepts LLC366,288$13.74M0.1%+25.7%0.254%
9/9/2026RFG Advisory LLC49,316$1.85M0.0%+3.0%0.034%
9/9/2026NewEdge Advisors LLC400,573$15.03M0.0%+21.2%0.278%
9/9/2026IFP Advisors Inc24,583$922K0.0%+71.9%0.017%
9/9/2026Baird Financial Group Inc.186,756$7.01M0.0%+27.4%0.130%
9/8/2026Allworth Financial LP59,620$2.24M0.0%+34.5%0.041%
8/23/2026Ameritas Advisory Services LLC144,797$5.43M0.1%+59.6%0.101%
8/23/2026Kintra Wealth LLC46,706$1.83M0.1%+158.2%0.032%
8/23/2026Endeavor Private Wealth Inc.84,585$3.21M0.8%+3.4%0.059%
8/22/2026Hopwood Nicholas Hunter175,686$6.59M1.8%N/A0.122%
8/22/2026Concurrent Investment Advisors LLC229,567$8.61M0.1%+2.0%0.159%
8/21/2026Leo H. Evart Inc.9,161$344K0.3%+16.9%0.006%
8/21/2026Continuum Advisory LLC14,639$549K0.0%-4.3%0.010%
8/21/2026Beacon Financial Advisory LLC14,695$551K0.1%+41.2%0.010%
7/9/2026Wealthcare Capital Partners LLC6,229$234K0.1%N/A0.004%
7/9/2026Shira Ridge Wealth Management119,166$4.47M1.6%+6.4%0.086%
7/9/2026Professional Financial Advisors LLC9,428$354K0.1%N/A0.007%
7/8/2026First Heartland Consultants Inc.13,882$521K0.0%+7.7%0.010%
7/8/2026Puff Wealth Management LLC13,285$498K0.5%N/A0.010%
7/8/2026LifeGoal Investments LLC40,783$1.53M0.7%-6.5%0.029%
7/8/2026Lincoln Capital LLC34,501$1.29M0.2%+53.7%0.025%
7/7/2026Trinity Wealth Management LLC13,403$503K0.2%+2.1%0.010%
7/7/2026M.E. Allison & CO. Inc.27,365$1.03M0.6%+30.9%0.019%
7/7/2026Dynamic Advisor Solutions LLC29,761$1.12M0.0%-1.1%0.022%
7/7/2026GAMMA Investing LLC3,178$119K0.0%N/A0.002%
7/7/2026CoreCap 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%
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6/3/2026NewEdge Advisors LLC330,560$11.87M0.0%+34.9%0.252%
5/27/2026Security 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%
5/14/2026CLG 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%
5/6/2026Independent 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%
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%
5/1/2026Lincoln 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%
4/28/2026Hunter 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%
4/25/2026NavPoint Financial Inc.161,369$5.79M2.3%+20.8%0.126%
4/24/2026Merited Wealth LLC88,108$3.16M2.6%+6.5%0.069%
4/23/2026KOM Wealth Management Group LLC5,612$201K0.1%N/A0.004%
4/23/2026Summit Investment Advisory Services LLC9,802$352K0.1%+25.0%0.008%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
4/23/2026Mayflower 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%
4/23/2026Apollon Wealth Management LLC187,357$6.73M0.1%+30.5%0.146%
4/23/2026Vicus Capital27,735$996K0.1%+20.7%0.022%
4/22/2026Patriot 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%
4/22/2026Onyx Bridge Wealth Group LLC424,066$15.23M1.6%+2.3%0.331%
4/22/2026MFA Wealth Services65,653$2.36M1.6%+64.1%0.051%


CGDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 273 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 269 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. ($5.60M), Advance Capital Management Inc. ($5.37M), Envestnet Asset Management Inc. ($4.97M), LPL Financial LLC ($3.61M), Capital Group Private Client Services Inc. ($2.17M), Cetera Investment Advisers ($2.03M), and Northwestern Mutual Wealth Management Co. ($1.80M).

Institutional investors have bought a total of 26,853,300 shares in the last 24 months. This purchase volume represents approximately $951.95M in transactions.

Of the 44 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 ($217.07K), Vestmark Advisory Solutions Inc. ($209.99K), Citadel Advisors LLC ($96.64K), and RFG Advisory LLC ($94.55K).

Institutional investors have sold a total of 7,210,713 shares in the last 24 months. This volume of shares sold represents approximately $257.70M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGDG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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