Cap Group Dividend GrowersCGDGETF
13F holders, Q2 2026 (June 30)280holders +14
29new positions
15sold out
3famous investors
$37.52avg. 13F price*
At the end of Q2 2026, 280 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 14 from Q1 2026. 29 opened new positions and 15 sold out. The largest holders were Capital International Investors ($679.7M), LPL Financial LLC ($483.1M) and Envestnet Asset Management Inc. ($461.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q2 2026)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $21.7M |
| Exits | 15 | $23.4M |
All 13F filers, Q1 2026 → Q2 2026: 12,670,286 shares bought and 2,891,909 shares sold, net +9,778,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Capital International Investors | 0.14% | Add +4.9% | 18,119,994 | $679.7M |
| LPL Financial LLC | 0.11% | Add +13.1% | 12,877,932 | $483.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +14.4% | 12,307,351 | $461.6M |
| Capital Group Private Client Services, Inc. | 3.28% | Add +4.3% | 6,193,883 | $232.3M |
| Wells Fargo & Company | 0.04% | Add +32.4% | 5,843,795 | $219.2M |
| Raymond James Financial Inc. | 0.05% | Add +0.8% | 5,138,553 | $192.7M |
| Cetera Investment Advisers | 0.14% | Add +8.7% | 4,206,692 | $157.8M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 3,945,234 | $148.0M |
| Confluence Wealth Services, Inc. | 3.49% | Add +58.1% | 3,252,599 | $122.0M |
| Royal Bank of Canada | 0.02% | Add +7.0% | 2,780,635 | $104.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +10.2% | 2,569,037 | $96.4M |
| Valmark Advisers, Inc. | 0.86% | Add +3.4% | 2,149,433 | $80.6M |
| MML Investors Services, LLC | 0.15% | Add +29.9% | 2,008,472 | $75.3M |
| Jones Financial Companies LLLP | 0.03% | Add +22.8% | 1,904,509 | $71.4M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +4.1% | 1,652,776 | $62.0M |
| Sei Investments Co. | 0.05% | Add +27.9% | 1,519,511 | $57.0M |
| Osaic Holdings, Inc. | 0.06% | Add +20.7% | 1,451,076 | $54.4M |
| UBS Group AG | 0.01% | Add +10.4% | 1,247,482 | $46.8M |
| Benjamin Edwards Inc. | 0.41% | Add +29.1% | 1,193,341 | $44.8M |
| Stifel Financial Corp. | 0.03% | Add +20.2% | 949,585 | $35.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +20.5% | 908,136 | $34.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1.0% | 807,269 | $30.3M |
| &partners | 0.12% | Add +22.2% | 785,299 | $29.5M |
| J. Derek Lewis & Associates Inc. | 5.39% | Add +12.4% | 760,192 | $28.5M |
| Rothschild Investment LLC | 0.96% | Add +3.3% | 682,462 | $25.6M |
| Assetmark, Inc. | 0.04% | Add +8.2% | 677,053 | $25.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -19.2% | 668,071 | $25.1M |
| Compton Financial Group, LLC | 4.64% | Add +114.5% | 642,179 | $24.1M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +4.2% | 571,601 | $21.4M |
| Onyx Bridge Wealth Group LLC | 1.48% | Add +3.1% | 437,428 | $16.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +34.8% | 427,680 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +16.5% | 402,980 | $15.1M |
| Smartleaf Asset Management LLC | 0.49% | No change | 397,851 | $15.1M |
| NewEdge Advisors, LLC | 0.04% | Add +21.2% | 400,573 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.6% | 364,737 | $13.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.6% | 366,288 | $13.7M |
| Harbour Investments, Inc. | 0.18% | Reduce -1.9% | 357,254 | $13.4M |
| RM Financial Services, LLC | 8.92% | Add +4.0% | 319,974 | $12.0M |
| Boyer Financial Services, Inc. | 10.13% | Add +6.6% | 316,839 | $12.0M |
| Sweeney & Michel, LLC | 2.89% | Reduce -1.4% | 282,222 | $11.0M |
| Bank of America Corp. | 0.00% | New | 273,856 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -2.5% | 269,282 | $10.1M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +7.4% | 262,721 | $9.9M |
| Captrust Financial Advisors | 0.01% | Add +7.0% | 248,434 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +2.0% | 229,567 | $8.6M |
| Apollon Wealth Management, LLC | 0.10% | Add +21.5% | 227,691 | $8.5M |
| Swisher Financial Concepts, Inc. | 5.22% | Reduce -0.7% | 220,758 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +16.9% | 218,709 | $8.2M |
| Arax Advisory Partners | 0.05% | Add +2620.0% | 218,224 | $8.2M |
| Entruity Wealth, LLC | 5.14% | Reduce -2.4% | 211,729 | $7.9M |
| Advance Capital Management, Inc. | 0.25% | Reduce -3.8% | 202,650 | $7.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -4.1% | 193,720 | $7.3M |
| Founders Financial Alliance, LLC | 0.95% | Add +6.3% | 190,204 | $7.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +6.5% | 187,592 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Add +27.4% | 186,756 | $7.0M |
| Gateway Wealth Partners, LLC | 0.41% | Reduce -32.4% | 182,567 | $6.8M |
| NavPoint Financial, Inc. | 2.54% | Add +13.1% | 182,533 | $6.8M |
| Hopwood Nicholas Hunter | 1.81% | Add +8.7% | 175,686 | $6.6M |
| Equitable Holdings, Inc. | 0.03% | Add +7.0% | 155,024 | $5.8M |
| Silver Oak Securities, Incorporated | 0.34% | Add +23.7% | 151,250 | $5.7M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -27.9% | 148,943 | $5.6M |
| Principal Securities, Inc. | 0.07% | Add +8.7% | 146,704 | $5.5M |
| Ameritas Advisory Services, LLC | 0.11% | Add +59.6% | 144,797 | $5.4M |
| Founders Financial Securities LLC | 0.28% | Reduce -2.7% | 144,349 | $5.4M |
| BlueChip Wealth Advisors LLC | 2.05% | Add +0.7% | 143,983 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -16.3% | 143,225 | $5.4M |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 142,014 | $5.3M |
| D.A. Davidson & Co. | 0.03% | Add +0.8% | 140,548 | $5.3M |
| Centaurus Financial, Inc. | 0.20% | Add +5.3% | 139,763 | $5.2M |
| WealthCare Investment Partners, LLC | 1.27% | Add +0.3% | 139,637 | $5.2M |
| US Bancorp \de | 0.01% | Add +18.1% | 130,093 | $4.9M |
| Bleakley Financial Group, LLC | 0.06% | Add +53.4% | 125,237 | $4.7M |
| LongView Wealth Management | 1.16% | Add +3.3% | 120,849 | $4.5M |
| Main Street Financial Solutions, LLC | 0.29% | Reduce -1.5% | 119,705 | $4.5M |
| Shira Ridge Wealth Management | 1.56% | Add +6.4% | 119,166 | $4.5M |
| BNB Wealth Management, LLC | 2.44% | Reduce -3.0% | 118,932 | $4.5M |
| Jacobi Capital Management LLC | 0.21% | Add +31.3% | 112,322 | $4.2M |
| Venture Visionary Partners LLC | 0.12% | Add +37.0% | 111,926 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 110,951 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +8.3% | 110,868 | $4.2M |
| Stephens Inc. | 0.04% | Reduce -0.8% | 105,246 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.30% | Add +0.7% | 94,017 | $3.5M |
| Elequin Capital, LP | 0.61% | New | 93,703 | $3.5M |
| Betterment LLC | 0.01% | Add +23.8% | 93,490 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +7.3% | 93,455 | $3.5M |
| World Investment Advisors | 0.06% | Reduce -0.6% | 94,700 | $3.4M |
| Fifth Third Bancorp | 0.01% | Add +4.4% | 90,279 | $3.4M |
| HighPoint Advisor Group LLC | 0.12% | Add +8.1% | 89,482 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +2.9% | 89,468 | $3.4M |
| National Wealth Management Group, LLC | 1.00% | Reduce -20.3% | 86,138 | $3.2M |
| Endeavor Private Wealth, Inc. | 0.78% | Add +3.4% | 84,585 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +39.7% | 82,803 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +33.0% | 82,134 | $3.1M |
| Mutual Advisors, LLC | 0.06% | Add +81.6% | 81,665 | $3.1M |
| Sovran Advisors, LLC | 0.22% | Add +23.0% | 77,152 | $3.0M |
| Seamount Financial Group Inc. | 1.17% | Add +3.1% | 77,344 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -49.3% | 68,073 | $2.6M |
| Tempus Wealth Planning, LLC | 0.50% | Add +2.5% | 67,781 | $2.5M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +13.5% | 65,063 | $2.4M |
| Trueblood Wealth Management, LLC | 0.84% | Add +4.8% | 64,157 | $2.4M |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.