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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$31.10 -0.30 (-0.96%)
As of 02/21/2025 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)
112
Total
Institutional Inflows
(last 12 months)
$431.43M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$17.34M
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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
2/18/2025 GTS Securities LLC14,402$427K0.0%N/A0.124%
2/18/2025 Continuum Advisory LLC12,070$358K0.0%-8.6%0.104%
2/17/2025 Royal Bank of Canada1,007,708$29.87M0.0%+270.9%8.687%
2/17/2025 Cetera Investment Advisers1,190,512$35.29M0.1%+34.8%10.263%
2/17/2025 Citadel Advisors LLC7,755$230K0.0%N/A0.067%
2/17/2025 Captrust Financial Advisors142,804$4.23M0.0%+19.2%1.231%
2/17/2025 Cary Street Partners Financial LLC243,233$7.21M0.2%N/A2.097%
2/17/2025 Baird Financial Group Inc.64,356$1.91M0.0%+29.8%0.555%
2/17/2025 Benjamin Edwards Inc.192,278$5.70M0.1%+33.6%1.658%
2/17/2025 Aspire Growth Partners LLC14,063$417K0.4%N/A0.121%
2/14/2025 Jane Street Group LLC367,097$10.88M0.0%+0.3%3.165%
2/14/2025 Comerica Bank49,529$1.47M0.0%+2,813.5%0.427%
2/14/2025 Berger Financial Group Inc7,697$228K0.0%N/A0.066%
2/14/2025 Integrated Wealth Concepts LLC27,181$806K0.0%N/A0.234%
2/14/2025 Stifel Financial Corp172,817$5.12M0.0%+4.0%1.490%
2/14/2025 MML Investors Services LLC927,004$27.48M0.1%+55.9%7.991%
2/14/2025 Concourse Financial Group Securities Inc.42,057$1.28M0.1%+4.7%0.363%
2/14/2025 Capital Group Private Client Services Inc.2,795,089$82.85M0.8%+62.1%24.096%
2/14/2025 Capital International Investors17,654,280$523.27M0.1%+2.3%152.192%
2/13/2025 NewEdge Advisors LLC25,656$760K0.0%+7.6%0.221%
2/13/2025 Entruity Wealth LLC83,815$2.48M2.5%N/A0.723%
2/13/2025 Sagespring Wealth Partners LLC8,500$252K0.0%N/A0.073%
2/13/2025 Raymond James Financial Inc.1,437,846$42.62M0.0%N/A12.395%
2/13/2025 Titleist Asset Management LLC9,999$296K0.0%N/A0.086%
2/13/2025 Wedbush Securities Inc.31,204$925K0.0%+95.8%0.269%
2/13/2025 Envestnet Asset Management Inc.3,951,568$117.12M0.0%+28.8%34.065%
2/13/2025 Perennial Investment Advisors LLC28,635$849K0.1%N/A0.247%
2/12/2025 World Investment Advisors25,110$744K0.0%-3.1%0.216%
2/12/2025 OLD Mission Capital LLC82,910$2.46M0.0%-53.0%0.715%
2/12/2025 Orion Portfolio Solutions LLC121,869$3.61M0.0%+12.0%1.051%
2/12/2025 JPMorgan Chase & Co.1,150$34K0.0%+53.1%0.010%
2/11/2025 LPL Financial LLC1,421,055$42.12M0.0%+34.7%12.250%
2/10/2025 Creative Financial Designs Inc. ADV5,883$174K0.0%-8.2%0.051%
2/10/2025 Harbour Investments Inc.79,380$2.35M0.1%+11.6%0.684%
2/10/2025 Envestnet Portfolio Solutions Inc.187,117$5.55M0.0%+16.1%1.613%
2/10/2025 Commonwealth Equity Services LLC1,094,056$32.43M0.0%+10.0%9.432%
2/10/2025 Avantax Advisory Services Inc.55,144$1.63M0.0%+179.5%0.475%
2/7/2025 PFG Advisors18,436$546K0.0%+25.4%0.159%
2/7/2025 HighTower Advisors LLC46,501$1.38M0.0%+6.1%0.401%
2/7/2025 Independent Advisor Alliance16,341$484K0.0%N/A0.141%
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2/7/2025 Oak Hill Wealth Advisors LLC30,339$899K0.2%-399.0%0.262%
2/6/2025 Vestmark Advisory Solutions Inc.307,094$9.10M0.3%+15.3%2.647%
2/6/2025 Raymond James Financial Inc.1,437,846$42.62M0.0%N/A12.395%
2/6/2025 Cullen Frost Bankers Inc.83,213$2.47M0.0%+17.0%0.717%
2/6/2025 Assetmark Inc.266,134$7.89M0.0%+3.3%2.294%
2/6/2025 Synergy Investment Management LLC6,700$199K0.1%N/A0.058%
2/6/2025 Steward Partners Investment Advisory LLC25,812$765K0.0%+33.5%0.223%
2/6/2025 Jones Financial Companies Lllp102,612$3.04M0.0%+444.0%0.885%
2/5/2025 Smartleaf Asset Management LLC188,456$5.56M0.6%+16.2%1.625%
2/5/2025 Jacobi Capital Management LLC37,320$1.11M0.1%+1.0%0.322%
2/5/2025 Flputnam Investment Management Co.38,681$1.15M0.0%+236.0%0.333%
2/5/2025 A&I Financial Services LLC19,525$579K0.6%N/A0.168%
2/5/2025 LifeGoal Wealth Advisors142,144$4.21M4.6%N/A1.225%
2/4/2025 CWS Financial Advisors LLC16,694$495K0.2%+44.2%0.144%
2/4/2025 Rothschild Investment LLC387,506$11.49M0.8%+33.8%3.341%
2/4/2025 IFP Advisors Inc5,484$163K0.0%+8.7%0.047%
2/3/2025 Concurrent Investment Advisors LLC165,494$4.91M0.1%-10.9%1.427%
2/3/2025 Private Advisor Group LLC244,429$7.25M0.0%+12.1%2.107%
1/31/2025 Beta Wealth Group Inc.7,970$236K0.1%+8.3%0.069%
1/31/2025 Atria Wealth Solutions Inc.94,553$2.80M0.0%+33.5%0.815%
1/31/2025 D.A. Davidson & CO.9,161$272K0.0%N/A0.079%
1/31/2025 Truist Financial Corp143,452$4.25M0.0%+38.5%1.237%
1/30/2025 Valmark Advisers Inc.469,662$13.92M0.2%+14.2%4.049%
1/30/2025 Principal Securities Inc.31,263$927K0.0%+17.0%0.270%
1/30/2025 Lodestone Wealth Management LLC8,648$256K0.1%N/A0.075%
1/29/2025 Gladstone Institutional Advisory LLC20,947$621K0.0%N/A0.181%
1/29/2025 Stonebridge Financial Group LLC1,974$59K0.0%N/A0.017%
1/28/2025 Moloney Securities Asset Management LLC7,118$211K0.0%N/A0.061%
1/28/2025 Seamount Financial Group Inc.43,109$1.28M0.9%-0.9%0.372%
1/27/2025 Bleakley Financial Group LLC34,234$1.02M0.0%+11.9%0.295%
1/27/2025 Confluence Wealth Services Inc.1,381,791$42.32M2.8%+31.5%11.912%
1/24/2025 Tempus Wealth Planning LLC63,438$1.88M0.6%+17.7%0.547%
1/24/2025 U.S. Capital Wealth Advisors LLC93,083$2.76M0.1%+6.2%0.802%
1/23/2025 Strategic Blueprint LLC9,272$275K0.0%N/A0.080%
1/23/2025 Gateway Wealth Partners LLC12,903$382K0.1%+62.6%0.111%
1/22/2025 Mayflower Financial Advisors LLC53,002$1.57M0.2%+21.9%0.457%
1/22/2025 Patriot Financial Group Insurance Agency LLC15,391$456K0.1%+32.5%0.133%
1/21/2025 Dynamic Advisor Solutions LLC50,556$1.50M0.1%-0.9%0.436%
1/21/2025 RFG Advisory LLC12,389$367K0.0%+4.1%0.107%
1/17/2025 Endeavor Private Wealth Inc.42,778$1.27M1.2%N/A0.369%
1/17/2025 Janney Montgomery Scott LLC151,102$4.48M0.0%+12.6%1.303%
1/16/2025 Koshinski Asset Management Inc.25,895$768K0.0%+54.3%0.223%
1/16/2025 M.E. Allison & CO. Inc.17,445$517K0.6%N/A0.150%
1/16/2025 Trueblood Wealth Management LLC27,980$829K0.4%+52.8%0.241%
1/16/2025 Lincoln Capital LLC10,034$297K0.1%N/A0.087%
1/15/2025 Ameritas Advisory Services LLC118,366$3.51M0.1%+21.7%1.020%
1/15/2025 LongView Wealth Management41,427$1.23M0.4%+177.2%0.357%
1/14/2025 Park Avenue Securities LLC17,081$506K0.0%+21.1%0.147%
11/25/2024 World Investment Advisors LLC25,918$796K0.0%+1.9%0.223%
11/25/2024 Sanctuary Advisors LLC7,563$230K0.0%N/A0.065%
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11/20/2024 Virtu Financial LLC84,476$2.60M0.1%+183.8%0.728%
11/18/2024 Continental Investors Services Inc.18,626$571K1.2%N/A0.161%
11/15/2024 Continuum Advisory LLC13,208$397K0.0%+88.1%0.114%
11/15/2024 MML Investors Services LLC594,614$18.27M0.1%+64.5%5.126%
11/15/2024 Orion Portfolio Solutions LLC108,810$3.34M0.1%N/A0.938%
11/15/2024 Insigneo Advisory Services LLC15,928$489K0.0%N/A0.137%
11/15/2024 Jane Street Group LLC366,003$11.24M0.0%+81.0%3.155%
11/15/2024 Stifel Financial Corp166,239$5.11M0.0%+1.2%1.433%
11/15/2024 HighTower Advisors LLC43,825$1.35M0.0%+2.8%0.378%
11/15/2024 Benjamin Edwards Inc.143,903$4.42M0.1%N/A1.241%
(Data available from 1/1/2016 forward)

CGDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDG shares?

During the previous two years, 114 institutional investors and hedge funds held shares of Capital Group Dividend Growers ETF. The most heavily invested institutionals were Capital International Investors ($523.27M), Envestnet Asset Management Inc. ($117.12M), Capital Group Private Client Services Inc. ($82.85M), Raymond James Financial Inc. ($42.62M), Confluence Wealth Services Inc. ($42.32M), LPL Financial LLC ($42.12M), and Cetera Investment Advisers ($35.29M).Learn more on CGDG's institutional investors.

Which institutional investors have been buying Capital Group Dividend Growers ETF stock?

Of the 113 institutional investors that purchased Capital Group Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.88M), Envestnet Asset Management Inc. ($1.76M), Confluence Wealth Services Inc. ($1.33M), Capital Group Private Client Services Inc. ($1.18M), Royal Bank of Canada ($735.99K), Cetera Investment Advisers ($672.37K), and Commonwealth Equity Services LLC ($647.19K).

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

Institutional investors have bought a total of 15,948,432 shares in the last 24 months. This purchase volume represents approximately $466.28M in transactions.

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

Of the 10 institutional investors that sold Capital Group Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($904K), OLD Mission Capital LLC ($93.37K), Concurrent Investment Advisors LLC ($23.01K), Simplicity Wealth LLC ($5.25K), Continuum Advisory LLC ($1.14K), Harbour Investments Inc. ($1.07K), and World Investment Advisors ($808.00).

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

Institutional investors have sold a total of 1,030,021 shares in the last 24 months. This volume of shares sold represents approximately $28.99M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 2/22/2025 by MarketBeat.com Staff
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