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Capital Group Dividend Growers ETF (CGDG) Institutional Ownership

Capital Group Dividend Growers ETF logo
$30.19 +0.12 (+0.40%)
As of 04/15/2025 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)
117
Total
Institutional Inflows
(last 12 months)
$451.39M
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

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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
4/15/2025Trueblood Wealth Management LLC42,105$1.30M0.6%+50.5%0.072%
4/15/2025Simplicity Wealth LLC17,023$526K0.0%N/A0.029%
4/14/2025 Park Avenue Securities LLC17,766$549K0.0%+4.0%0.030%
4/14/2025 NavPoint Financial Inc.8,187$253K0.2%N/A0.014%
4/14/2025 Patriot Financial Group Insurance Agency LLC22,745$703K0.1%+47.8%0.039%
4/9/2025 RFG Advisory LLC13,673$422K0.0%+10.4%0.023%
4/9/2025 Swisher Financial Concepts Inc.133,043$4.11M3.4%N/A0.227%
4/9/2025 Merit Financial Group LLC59,152$1.83M0.0%N/A0.101%
4/9/2025 Sweeney & Michel LLC266,958$8.25M3.3%N/A0.456%
4/8/2025 Rothschild Investment LLC496,780$15.35M1.0%+28.2%0.867%
3/24/2025Mascagni Wealth Management Inc.1,178$35K0.0%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC120,173$3.56M0.0%+25.9%0.219%
3/12/2025Centaurus Financial Inc.5,689$169K0.0%N/A0.010%
2/26/2025Capital A Wealth Management LLC832$25K0.0%N/A0.007%
2/18/2025GTS Securities LLC14,402$427K0.0%N/A0.124%
2/18/2025Continuum Advisory LLC12,070$358K0.0%-8.6%0.104%
2/17/2025Royal Bank of Canada1,007,708$29.87M0.0%+270.9%8.687%
2/17/2025Cetera Investment Advisers1,190,512$35.29M0.1%+34.8%10.263%
2/17/2025Citadel Advisors LLC7,755$230K0.0%N/A0.067%
2/17/2025Captrust Financial Advisors142,804$4.23M0.0%+19.2%1.231%
2/17/2025Cary Street Partners Financial LLC243,233$7.21M0.2%N/A2.097%
2/17/2025Baird Financial Group Inc.64,356$1.91M0.0%+29.8%0.555%
2/17/2025Benjamin Edwards Inc.192,278$5.70M0.1%+33.6%1.658%
2/17/2025Aspire Growth Partners LLC14,063$417K0.4%N/A0.121%
2/14/2025Jane Street Group LLC367,097$10.88M0.0%+0.3%3.165%
2/14/2025Comerica Bank49,529$1.47M0.0%+2,813.5%0.427%
2/14/2025Berger Financial Group Inc7,697$228K0.0%N/A0.066%
2/14/2025Integrated Wealth Concepts LLC27,181$806K0.0%N/A0.234%
2/14/2025Stifel Financial Corp172,817$5.12M0.0%+4.0%1.490%
2/14/2025MML Investors Services LLC927,004$27.48M0.1%+55.9%7.991%
2/14/2025Concourse Financial Group Securities Inc.42,057$1.28M0.1%+4.7%0.363%
2/14/2025Capital Group Private Client Services Inc.2,795,089$82.85M0.8%+62.1%24.096%
2/14/2025Capital International Investors17,654,280$523.27M0.1%+2.3%152.192%
2/13/2025NewEdge Advisors LLC25,656$760K0.0%+7.6%0.221%
2/13/2025Entruity Wealth LLC83,815$2.48M2.5%N/A0.723%
2/13/2025Sagespring Wealth Partners LLC8,500$252K0.0%N/A0.073%
2/13/2025Raymond James Financial Inc.1,437,846$42.62M0.0%N/A12.395%
2/13/2025Titleist Asset Management LLC9,999$296K0.0%N/A0.086%
2/13/2025Wedbush Securities Inc.31,204$925K0.0%+95.8%0.269%
2/13/2025Envestnet Asset Management Inc.3,951,568$117.12M0.0%+28.8%34.065%
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2/13/2025Perennial Investment Advisors LLC28,635$849K0.1%N/A0.247%
2/12/2025World Investment Advisors25,110$744K0.0%-3.1%0.216%
2/12/2025OLD Mission Capital LLC82,910$2.46M0.0%-53.0%0.715%
2/12/2025Orion Portfolio Solutions LLC121,869$3.61M0.0%+12.0%1.051%
2/12/2025JPMorgan Chase & Co.1,150$34K0.0%+53.1%0.010%
2/11/2025LPL Financial LLC1,421,055$42.12M0.0%+34.7%12.250%
2/10/2025Creative Financial Designs Inc. ADV5,883$174K0.0%-8.2%0.051%
2/10/2025Harbour Investments Inc.79,380$2.35M0.1%+11.6%0.684%
2/10/2025Envestnet Portfolio Solutions Inc.187,117$5.55M0.0%+16.1%1.613%
2/10/2025Commonwealth Equity Services LLC1,094,056$32.43M0.0%+10.0%9.432%
2/10/2025Avantax Advisory Services Inc.55,144$1.63M0.0%+179.5%0.475%
2/7/2025PFG Advisors18,436$546K0.0%+25.4%0.159%
2/7/2025HighTower Advisors LLC46,501$1.38M0.0%+6.1%0.401%
2/7/2025Independent Advisor Alliance16,341$484K0.0%N/A0.141%
2/7/2025Oak Hill Wealth Advisors LLC30,339$899K0.2%-399.0%0.262%
2/6/2025Vestmark Advisory Solutions Inc.307,094$9.10M0.3%+15.3%2.647%
2/6/2025Raymond James Financial Inc.1,437,846$42.62M0.0%N/A12.395%
2/6/2025Cullen Frost Bankers Inc.83,213$2.47M0.0%+17.0%0.717%
2/6/2025Assetmark Inc.266,134$7.89M0.0%+3.3%2.294%
2/6/2025Synergy Investment Management LLC6,700$199K0.1%N/A0.058%
2/6/2025Steward Partners Investment Advisory LLC25,812$765K0.0%+33.5%0.223%
2/6/2025Jones Financial Companies Lllp102,612$3.04M0.0%+444.0%0.885%
2/5/2025Smartleaf Asset Management LLC188,456$5.56M0.6%+16.2%1.625%
2/5/2025Jacobi Capital Management LLC37,320$1.11M0.1%+1.0%0.322%
2/5/2025Flputnam Investment Management Co.38,681$1.15M0.0%+236.0%0.333%
2/5/2025A&I Financial Services LLC19,525$579K0.6%N/A0.168%
2/5/2025LifeGoal Wealth Advisors142,144$4.21M4.6%N/A1.225%
2/4/2025CWS Financial Advisors LLC16,694$495K0.2%+44.2%0.144%
2/4/2025 Rothschild Investment LLC387,506$11.49M0.8%+33.8%3.341%
2/4/2025IFP Advisors Inc5,484$163K0.0%+8.7%0.047%
2/3/2025Concurrent Investment Advisors LLC165,494$4.91M0.1%-10.9%1.427%
2/3/2025Private Advisor Group LLC244,429$7.25M0.0%+12.1%2.107%
1/31/2025Beta Wealth Group Inc.7,970$236K0.1%+8.3%0.069%
1/31/2025Atria Wealth Solutions Inc.94,553$2.80M0.0%+33.5%0.815%
1/31/2025D.A. Davidson & CO.9,161$272K0.0%N/A0.079%
1/31/2025Truist Financial Corp143,452$4.25M0.0%+38.5%1.237%
1/30/2025Valmark Advisers Inc.469,662$13.92M0.2%+14.2%4.049%
1/30/2025Principal Securities Inc.31,263$927K0.0%+17.0%0.270%
1/30/2025Lodestone Wealth Management LLC8,648$256K0.1%N/A0.075%
1/29/2025Gladstone Institutional Advisory LLC20,947$621K0.0%N/A0.181%
1/29/2025Stonebridge Financial Group LLC1,974$59K0.0%N/A0.017%
1/28/2025Moloney Securities Asset Management LLC7,118$211K0.0%N/A0.061%
1/28/2025Seamount Financial Group Inc.43,109$1.28M0.9%-0.9%0.372%
1/27/2025Bleakley Financial Group LLC34,234$1.02M0.0%+11.9%0.295%
1/27/2025Confluence Wealth Services Inc.1,381,791$42.32M2.8%+31.5%11.912%
1/24/2025Tempus Wealth Planning LLC63,438$1.88M0.6%+17.7%0.547%
1/24/2025U.S. Capital Wealth Advisors LLC93,083$2.76M0.1%+6.2%0.802%
1/23/2025Strategic Blueprint LLC9,272$275K0.0%N/A0.080%
1/23/2025Gateway Wealth Partners LLC12,903$382K0.1%+62.6%0.111%
1/22/2025Mayflower Financial Advisors LLC53,002$1.57M0.2%+21.9%0.457%
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1/22/2025 Patriot Financial Group Insurance Agency LLC15,391$456K0.1%+32.5%0.133%
1/21/2025Dynamic Advisor Solutions LLC50,556$1.50M0.1%-0.9%0.436%
1/21/2025 RFG Advisory LLC12,389$367K0.0%+4.1%0.107%
1/17/2025Endeavor Private Wealth Inc.42,778$1.27M1.2%N/A0.369%
1/17/2025Janney Montgomery Scott LLC151,102$4.48M0.0%+12.6%1.303%
1/16/2025Koshinski Asset Management Inc.25,895$768K0.0%+54.3%0.223%
1/16/2025M.E. Allison & CO. Inc.17,445$517K0.6%N/A0.150%
1/16/2025Trueblood Wealth Management LLC27,980$829K0.4%+52.8%0.241%
1/16/2025Lincoln Capital LLC10,034$297K0.1%N/A0.087%
1/15/2025Ameritas Advisory Services LLC118,366$3.51M0.1%+21.7%1.020%
(Data available from 1/1/2016 forward)

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CGDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDG shares?

During the previous two years, 120 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 119 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 16,597,961 shares in the last 24 months. This purchase volume represents approximately $486.31M 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 4/16/2025 by MarketBeat.com Staff
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