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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$37.50 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
238
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$265.51M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 J. Derek Lewis & Associates Inc.676,165$24.31M5.4%+20.0%0.516%
5/20/2026 January Capital Advisors LLC18,728$672K0.9%N/A0.014%
5/19/2026 Western Wealth Management LLC3,518$126K0.0%N/A0.003%
5/19/2026 Centaurus Financial Inc.132,755$4.77M0.2%+2.1%0.101%
5/19/2026 Arkadios Wealth Advisors89,871$3.23M0.1%N/A0.069%
5/18/2026 Sunbelt Securities Inc.2,698$97K0.0%+17.3%0.002%
5/18/2026 EverSource Wealth Advisors LLC4,786$172K0.0%+13.0%0.004%
5/18/2026 Royal Bank of Canada2,597,678$93.26M0.0%+11.5%1.983%
5/15/2026 Gateway Wealth Partners LLC270,074$9.70M0.4%+397.1%0.206%
5/14/2026 Renaissance Technologies LLC16,200$582K0.0%-44.9%0.012%
5/14/2026 CLG LLC48,098$1.73M0.4%+24.0%0.037%
5/14/2026 Sei Investments Co.1,188,191$42.66M0.0%+36.5%0.907%
5/14/2026 Ascension Capital Advisors Inc.7,350$264K0.1%-5.2%0.006%
5/13/2026 Cetera Investment Advisers3,870,449$138.95M0.1%+20.1%2.955%
5/8/2026 Summit Global Investments17,452$627K0.0%+1.9%0.013%
5/7/2026 Carson Advisory Inc.9,191$330K0.2%N/A0.007%
5/6/2026 Assetmark Inc.625,780$22.47M0.0%+10.8%0.478%
5/6/2026 Independent Financial Group LLC29,008$1.04M0.0%N/A0.022%
5/5/2026 D.A. Davidson & CO.139,407$5.01M0.0%+2.0%0.106%
5/5/2026 Bank of New York Mellon Corp15,413$553K0.0%N/A0.012%
5/5/2026 Geneos Wealth Management Inc.49,465$1.78M0.0%+5.1%0.038%
5/5/2026 Sanctuary Advisors LLC31,907$1.15M0.0%+15.4%0.024%
5/5/2026 BlueChip Wealth Advisors LLC143,026$5.14M2.3%-10.1%0.109%
5/5/2026 Sigma Planning Corp40,763$1.47M0.0%+34.9%0.031%
5/4/2026 Bleakley 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%
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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%
3/17/2026 Rockefeller 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%
3/5/2026 Gunpowder 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%
2/23/2026 Continental Investors Services Inc.17,911$649K0.8%-9.2%0.015%
2/18/2026 Summit Global Investments17,135$611K0.0%+8.4%0.014%
2/18/2026 Raymond 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%
2/18/2026 NewEdge Advisors LLC245,048$8.73M0.0%+368.9%0.203%
2/18/2026 VestGen 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%
2/18/2026 IHT Wealth Management LLC15,202$542K0.0%+40.1%0.013%
2/18/2026 BNB Wealth Management LLC113,467$4.04M2.6%N/A0.094%
2/17/2026 AQR Capital Management LLC22,395$798K0.0%+30.1%0.019%
2/17/2026 Cetera Investment Advisers3,221,615$114.82M0.1%+18.5%2.674%
2/17/2026 Equitable Holdings Inc.84,394$3.01M0.0%+21.8%0.070%
2/17/2026 Kovack Advisors Inc.5,612$200K0.0%N/A0.005%
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2/17/2026 Roehl & Yi Investment Advisors LLC34,276$1.17M0.2%N/A0.028%
2/17/2026 Regal Investment Advisors LLC7,587$270K0.0%N/A0.006%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors221,935$7.91M0.0%+7.3%0.184%
2/17/2026 &PARTNERS525,821$18.73M0.1%+73.0%0.436%
2/17/2026 Royal Bank of Canada2,330,698$83.07M0.0%+11.4%1.934%
2/16/2026 Venture 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%
2/16/2026 MML Investors Services LLC1,516,279$54.04M0.1%+16.7%1.258%


CGDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 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 260 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 37,493,456 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.

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), 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 7,445,211 shares in the last 24 months. This volume of shares sold represents approximately $265.51M in transactions.



This page (NYSEARCA:CGDG) was last updated on 5/25/2026 by MarketBeat.com Staff.
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