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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$30.06 +0.09 (+0.30%)
As of 01/17/2025 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)
70
Total
Institutional Inflows
(last 12 months)
$197.12M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$25.53M
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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
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%
11/25/2024World Investment Advisors LLC25,918$796K0.0%+1.9%0.223%
11/25/2024Sanctuary Advisors LLC7,563$230K0.0%N/A0.065%
11/20/2024Virtu Financial LLC84,476$2.60M0.1%+183.8%0.728%
11/18/2024Continental Investors Services Inc.18,626$571K1.2%N/A0.161%
11/15/2024Continuum Advisory LLC13,208$397K0.0%+88.1%0.114%
11/15/2024MML Investors Services LLC594,614$18.27M0.1%+64.5%5.126%
11/15/2024Orion Portfolio Solutions LLC108,810$3.34M0.1%N/A0.938%
11/15/2024Insigneo Advisory Services LLC15,928$489K0.0%N/A0.137%
11/15/2024Jane Street Group LLC366,003$11.24M0.0%+81.0%3.155%
11/15/2024Stifel Financial Corp166,239$5.11M0.0%+1.2%1.433%
11/15/2024HighTower Advisors LLC43,825$1.35M0.0%+2.8%0.378%
11/15/2024Benjamin Edwards Inc.143,903$4.42M0.1%N/A1.241%
11/14/2024Captrust Financial Advisors119,757$3.68M0.0%+7.2%1.032%
11/14/2024CWS Financial Advisors LLC11,575$356K0.1%N/A0.100%
11/12/2024Kingsview Wealth Management LLC12,111$372K0.0%+3.9%0.104%
11/6/2024Signature Estate & Investment Advisors LLC13,308$409K0.0%+36.2%0.115%
11/5/2024Harbour Investments Inc.71,137$2.19M0.1%+14.9%0.613%
11/4/2024 Bond & Devick Financial Network Inc.8,237$253K0.1%N/A0.071%
11/4/2024Mayflower Financial Advisors LLC43,476$1.34M0.2%+13.5%0.375%
11/4/2024Sigma Planning Corp16,581$509K0.0%+4.1%0.143%
11/1/2024Atria Investments Inc8,015$246K0.0%N/A0.069%
11/1/2024Assetmark Inc.257,673$7.92M0.0%+258.0%2.221%
11/1/2024Beta Wealth Group Inc.7,359$226K0.1%N/A0.063%
10/31/2024Concurrent Investment Advisors LLC185,733$5.71M0.2%-1.5%1.601%
10/30/2024 Ameritas Advisory Services LLC97,289$2.99M0.1%+15.3%0.839%
10/29/2024 Janney Montgomery Scott LLC134,162$4.12M0.0%+1,101.7%1.157%
10/28/2024Creative Financial Designs Inc. ADV6,407$197K0.0%+139.9%0.055%
10/25/2024Valmark Advisers Inc.411,365$12.64M0.2%+4.0%3.546%
10/25/2024Gateway Wealth Partners LLC7,935$244K0.1%N/A0.068%
10/24/2024Patriot Financial Group Insurance Agency LLC11,615$357K0.0%N/A0.100%
10/24/2024 Wealth Enhancement Advisory Services LLC95,428$2.93M0.0%+27.4%0.823%
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10/23/2024 Trueblood Wealth Management LLC18,315$563K0.3%+36.8%0.158%
10/23/2024Strategic Investment Solutions Inc. IL1,168$36K0.0%N/A0.010%
10/22/2024 International Assets Investment Management LLC32,686$1.06M0.0%N/A0.282%
10/22/2024Private Advisor Group LLC218,031$6.70M0.0%+123.4%1.880%
10/22/2024Tempus Wealth Planning LLC53,903$1.66M0.6%+26.3%0.465%
10/21/2024Sweeney & Michel LLC274,130$8.51M3.4%+1.8%2.363%
10/19/2024 New Century Financial Group LLC6,866$211K0.1%N/A0.059%
10/18/2024Seamount Financial Group Inc.43,505$1.34M1.0%+8.8%0.375%
10/18/2024Commonwealth Equity Services LLC994,625$30.56M0.0%+14.9%8.574%
10/18/2024Raymond James & Associates209,908$6.45M0.0%+48.5%1.810%
10/16/2024Bleakley Financial Group LLC30,602$940K0.0%+90.5%0.264%
10/10/2024 Koshinski Asset Management Inc.16,780$515K0.0%N/A0.145%
10/10/2024Concourse Financial Group Securities Inc.40,151$1.24M0.1%+117.7%0.346%
10/10/2024Simplicity Wealth LLC10,810$332K0.0%-32.7%0.093%
10/9/2024 LongView Wealth Management14,944$459K0.1%N/A0.129%
10/8/2024Dynamic Advisor Solutions LLC51,018$1.57M0.0%+6.2%0.440%
10/3/2024 Park Avenue Securities LLC14,103$433K0.0%N/A0.122%
8/22/2024Cetera Investment Advisers406,950$11.58M0.0%+871.1%3.508%
8/16/2024Northwestern Mutual Wealth Management Co.121,988$3.47M0.0%+2,172.5%1.052%
8/13/2024Benjamin F. Edwards & Company Inc.96,180$2.74M0.0%+64.7%0.829%
8/10/2024Virtu Financial LLC29,770$847K0.1%N/A0.257%
8/8/2024Envestnet Asset Management Inc.1,162,475$33.07M0.0%+312.8%10.021%
8/8/2024 Trueblood Wealth Management LLC13,388$381K0.2%+69.2%0.115%
8/6/2024Cullen Frost Bankers Inc.44,187$1.26M0.0%N/A0.381%
8/5/2024Private Advisor Group LLC97,600$2.78M0.0%+629.0%0.841%
8/3/2024Mayflower Financial Advisors LLC38,301$1.09M0.1%+5.1%0.330%
8/2/2024Founders Financial Securities LLC10,651$303K0.0%N/A0.092%
8/1/2024Valmark Advisers Inc.395,515$11.25M0.2%+1.4%3.410%
7/31/2024Confluence Wealth Services Inc.998,782$28.42M2.3%+9.4%8.610%
7/31/2024Commonwealth Equity Services LLC865,727$24.63M0.0%+20.7%7.463%
7/31/2024Concurrent Investment Advisors LLC188,501$5.36M0.2%N/A1.625%
7/31/2024Rothschild Investment LLC228,650$6.51M0.5%N/A1.971%
7/29/2024 Ameritas Advisory Services LLC84,398$2.40M0.1%+39.8%0.728%
7/26/2024Harbour Investments Inc.61,894$1.76M0.1%-1.7%0.534%
7/26/2024Cambridge Investment Research Advisors Inc.145,594$4.14M0.0%+105.0%1.255%
7/26/2024Signature Estate & Investment Advisors LLC9,770$278K0.0%N/A0.084%
7/25/2024Tempus Wealth Planning LLC42,687$1.21M0.5%+107.6%0.368%
7/23/2024Concourse Financial Group Securities Inc.18,442$529K0.0%+4,420.1%0.159%
7/20/2024Continuum Advisory LLC7,020$200K0.0%N/A0.061%
7/19/2024Raymond James & Associates141,334$4.02M0.0%+92.3%1.218%
7/16/2024Envestnet Portfolio Solutions Inc.26,140$744K0.0%N/A0.225%
7/16/2024 Wealth Enhancement Advisory Services LLC74,913$2.13M0.0%+77.6%0.646%
7/15/2024Dynamic Advisor Solutions LLC48,046$1.37M0.0%N/A0.414%
7/11/2024U.S. Capital Wealth Advisors LLC82,318$2.34M0.1%+129.8%0.710%
7/10/2024Simplicity Wealth LLC16,063$457K0.0%N/A0.138%
7/10/2024Sweeney & Michel LLC269,232$7.72M3.3%+0.8%2.321%
5/24/2024Cetera Advisors LLC8,779$251K0.0%N/A0.076%
5/16/2024Jane Street Group LLC164,637$4.71M0.0%+99.3%1.419%
5/16/2024Sweeney & Michel LLC267,155$7.73M3.4%N/A2.303%
5/14/2024Capital International Investors80,000$2.29M0.0%-85.6%0.690%
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5/14/2024Capital Group Private Client Services Inc.1,469,800$42.08M0.4%+8.3%12.671%
5/14/2024OLD Mission Capital LLC133,951$3.84M0.1%+102.4%1.155%
5/7/2024 Pillar Wealth Advisors LLC35,036$1.00M0.8%+7.1%0.385%
5/3/2024Larson Financial Group LLC3,650$104K0.0%+92.1%0.040%
5/1/2024Private Advisor Group LLC13,388$383K0.0%N/A0.147%
4/30/2024Mayflower Financial Advisors LLC36,428$1.04M0.1%+214.4%0.400%
4/29/2024Commonwealth Equity Services LLC717,184$20.53M0.0%+60.5%7.881%
4/29/2024Benjamin F. Edwards & Company Inc.58,403$1.67M0.0%+62.6%0.642%
4/26/2024 Trueblood Wealth Management LLC7,914$227K0.1%N/A0.087%
4/25/2024Cambridge Investment Research Advisors Inc.71,034$2.03M0.0%+92.1%0.781%
(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, 71 institutional investors and hedge funds held shares of Capital Group Dividend Growers ETF. The most heavily invested institutionals were Capital Group Private Client Services Inc. ($42.08M), Envestnet Asset Management Inc. ($33.07M), Commonwealth Equity Services LLC ($30.56M), Confluence Wealth Services Inc. ($28.42M), MML Investors Services LLC ($18.27M), Valmark Advisers Inc. ($12.64M), and Cetera Investment Advisers ($11.58M).Learn more on CGDG's institutional investors.

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

Of the 70 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: Confluence Wealth Services Inc. ($998.78K), Envestnet Asset Management Inc. ($880.87K), Commonwealth Equity Services LLC ($547.76K), Cetera Investment Advisers ($365.04K), Valmark Advisers Inc. ($302.73K), Sweeney & Michel LLC ($274.13K), and Jane Street Group LLC ($245.84K).

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

Institutional investors have bought a total of 7,066,103 shares in the last 24 months. This purchase volume represents approximately $203.00M in transactions.

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

The following institutional investors have sold Capital Group Dividend Growers ETF stock in the last 24 months: Capital International Investors ($904K), Simplicity Wealth LLC ($5.25K), Concurrent Investment Advisors LLC ($2.77K), and Harbour Investments Inc. ($1.07K).

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

Institutional investors have sold a total of 913,088 shares in the last 24 months. This volume of shares sold represents approximately $25.53M in transactions.


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This page (NYSEARCA:CGDG) was last updated on 1/21/2025 by MarketBeat.com Staff
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