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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$39.07 +0.20 (+0.51%)
As of 08/13/2026 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)
233
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$257.31M
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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%
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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%
6/3/2026 NewEdge 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%
5/21/2026 J. 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%
5/19/2026 Arkadios Wealth Advisors89,871$3.23M0.1%N/A0.069%
5/18/2026Sunbelt Securities Inc.2,698$97K0.0%+17.3%0.002%
5/18/2026 EverSource Wealth Advisors LLC4,786$172K0.0%+13.0%0.004%
5/18/2026Royal 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%
5/14/2026Renaissance 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%
5/14/2026 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%
5/5/2026Sanctuary 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%
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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%
4/29/2026Advance 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%
4/27/2026World 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%
4/24/2026Merited Wealth LLC88,108$3.16M2.6%+6.5%0.069%
4/23/2026 KOM Wealth Management Group LLC5,612$201K0.1%N/A0.004%
4/23/2026 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%
Iran War: What Happened at 1:11 P.M. Outside D.C.? (Ad)

A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 trillion dollar financial story unfolding behind the Iran conflict. Addison Wiggin, founder of the Grey Swan Investment Fraternity, investigated the claims himself and found enough corroboration to bring the story forward. The full account follows the money behind the headlines and shows why the Iran situation may look very different than reported.tc pixel

See the full investigation into the Iran money trail now
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%
3/5/2026 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%
2/23/2026Continental Investors Services Inc.17,911$649K0.8%-9.2%0.015%
2/18/2026 Summit Global Investments17,135$611K0.0%+8.4%0.014%
2/18/2026Raymond 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%
2/18/2026 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%


CGDG Institutional Ownership - Frequently Asked Questions

During the previous two years, 270 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 266 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), 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 29,681,989 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

Of the 43 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 7,200,890 shares in the last 24 months. This volume of shares sold represents approximately $257.31M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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