Cap Group Dividend GrowersCGDGETF
13F holders, Q4 2024 (December 31)133holders +28
25new positions
12sold out
1famous investor
$29.67avg. 13F price*
At the end of Q4 2024, 133 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 28 from Q3 2024. 25 opened new positions and 12 sold out. The largest holders were Capital International Investors ($523.3M), Envestnet Asset Management Inc. ($117.1M) and Capital Group Private Client Services, Inc. ($82.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q4 2024)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.5M |
| Exits | 12 | $30.4M |
All 13F filers, Q3 2024 → Q4 2024: 6,090,997 shares bought and 1,109,392 shares sold, net +4,981,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Capital International Investors | 0.10% | Add +2.3% | 17,654,280 | $523.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +28.8% | 3,951,568 | $117.1M |
| Capital Group Private Client Services, Inc. | 0.76% | Add +62.1% | 2,795,089 | $82.8M |
| Raymond James Financial Inc. | 0.02% | — | 1,437,845 | $42.6M |
| Confluence Wealth Services, Inc. | 2.75% | Add +31.5% | 1,381,791 | $42.3M |
| LPL Financial LLC | 0.02% | Add +34.7% | 1,421,055 | $42.1M |
| Cetera Investment Advisers | 0.07% | Add +34.8% | 1,190,512 | $35.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +10.0% | 1,094,056 | $32.4M |
| Royal Bank of Canada | 0.01% | Add +270.9% | 1,007,708 | $29.9M |
| MML Investors Services, LLC | 0.09% | Add +55.9% | 927,004 | $27.5M |
| Morgan Stanley | 0.00% | Add +30.6% | 813,698 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +20.0% | 484,284 | $14.4M |
| Valmark Advisers, Inc. | 0.22% | Add +14.2% | 469,662 | $13.9M |
| Rothschild Investment LLC | 0.75% | Add +33.8% | 387,506 | $11.5M |
| Jane Street Group, LLC | 0.02% | Add +0.3% | 367,097 | $10.9M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Add +15.3% | 307,094 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Add +10.2% | 295,721 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +62.9% | 292,223 | $8.7M |
| Assetmark, Inc. | 0.02% | Add +3.3% | 266,134 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Add +12.1% | 244,429 | $7.2M |
| Cary Street Partners Financial LLC | 0.23% | — | 243,233 | $7.2M |
| Benjamin Edwards Inc. | 0.08% | Add +33.6% | 192,278 | $5.7M |
| Smartleaf Asset Management LLC | 0.57% | Add +16.2% | 188,456 | $5.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +16.1% | 187,117 | $5.5M |
| Stifel Financial Corp. | 0.01% | Add +4.0% | 172,817 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -10.9% | 165,494 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.6% | 151,102 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +38.5% | 143,452 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +19.2% | 142,804 | $4.2M |
| LifeGoal Investments, LLC | 4.57% | — | 142,144 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +12.0% | 121,869 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +12.0% | 121,869 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +25.9% | 120,173 | $3.6M |
| Ameritas Advisory Services, LLC | 0.12% | Add +21.7% | 118,366 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +444.0% | 102,612 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +33.5% | 94,553 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +6.2% | 93,083 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +27.8% | 89,184 | $2.6M |
| Entruity Wealth, LLC | 2.46% | — | 83,815 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +16.9% | 83,213 | $2.5M |
| Old Mission Capital LLC | 0.06% | Reduce -53.0% | 82,910 | $2.5M |
| Harbour Investments, Inc. | 0.07% | Add +11.6% | 79,380 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +29.8% | 64,356 | $1.9M |
| Tempus Wealth Planning, LLC | 0.57% | Add +17.7% | 63,438 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +179.5% | 55,144 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.23% | Add +21.9% | 53,002 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -0.9% | 50,556 | $1.5M |
| Comerica Bank | 0.01% | Add +2813.5% | 49,529 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +6.1% | 46,501 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +4.8% | 42,057 | $1.3M |
| Seamount Financial Group Inc. | 0.88% | Reduce -0.9% | 43,109 | $1.3M |
| UBS Group AG | 0.00% | Add +615.9% | 43,009 | $1.3M |
| Endeavor Private Wealth, Inc. | 1.21% | — | 42,778 | $1.3M |
| LongView Wealth Management | 0.37% | Add +177.2% | 41,427 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Add +236.0% | 38,681 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +1.0% | 37,320 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +11.9% | 34,234 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +17.0% | 31,263 | $927K |
| Wedbush Securities Inc. | 0.03% | Add +95.8% | 31,204 | $925K |
| Oak Hill Wealth Advisors, LLC | 0.21% | — | 30,339 | $899K |
| Perennial Investment Advisors, LLC | 0.10% | New | 28,635 | $849K |
| Nautilus Advisors LLC | 0.67% | — | 28,475 | $844K |
| Trueblood Wealth Management, LLC | 0.41% | Add +52.8% | 27,980 | $829K |
| Integrated Wealth Concepts LLC | 0.01% | New | 27,181 | $806K |
| Koshinski Asset Management, Inc. | 0.07% | Add +54.3% | 25,895 | $768K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +33.5% | 25,812 | $765K |
| NewEdge Advisors, LLC | 0.00% | Add +7.6% | 25,656 | $760K |
| World Investment Advisors | 0.02% | Reduce -3.1% | 25,110 | $744K |
| Roehl & Yi Investment Advisors, LLC | 0.40% | — | 24,431 | $724K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 20,947 | $621K |
| A&I Financial Services, LLC | 0.56% | — | 19,525 | $579K |
| PFG Advisors | 0.03% | Add +25.4% | 18,436 | $546K |
| CLG LLC | 0.19% | — | 18,214 | $540K |
| M.E. Allison & Co., Inc. | 0.57% | — | 17,445 | $517K |
| Continental Investors Services, Inc. | 1.01% | Reduce -8.1% | 17,118 | $507K |
| Park Avenue Securities LLC | 0.01% | Add +21.1% | 17,081 | $506K |
| CWS Financial Advisors, LLC | 0.16% | Add +44.2% | 16,694 | $495K |
| Independent Advisor Alliance | 0.01% | New | 16,341 | $484K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 15,928 | $472K |
| Founders Financial Securities LLC | 0.04% | Add +0.0% | 15,480 | $459K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +32.5% | 15,391 | $456K |
| GTS Securities LLC | 0.02% | New | 14,402 | $427K |
| Aspire Growth Partners LLC | 0.41% | — | 14,063 | $417K |
| &partners | 0.00% | New | 13,294 | $400K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.0% | 13,441 | $398K |
| Gateway Wealth Partners, LLC | 0.10% | Add +62.6% | 12,903 | $382K |
| RFG Advisory, LLC | 0.01% | Add +4.1% | 12,389 | $367K |
| Equitable Holdings, Inc. | 0.00% | New | 12,169 | $361K |
| Continuum Advisory, LLC | 0.05% | Reduce -8.6% | 12,070 | $358K |
| Lincoln Capital LLC | 0.06% | New | 10,034 | $297K |
| Titleist Asset Management, LLC | 0.03% | New | 9,999 | $296K |
| Strategic Blueprint, LLC | 0.02% | New | 9,272 | $275K |
| D.A. Davidson & Co. | 0.00% | New | 9,161 | $272K |
| Private Trust Co. NA | 0.03% | No change | 9,100 | $270K |
| Lodestone Wealth Management LLC | 0.13% | New | 8,648 | $256K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 8,237 | $253K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 8,500 | $252K |
| Prospera Financial Services Inc | 0.01% | New | 8,439 | $250K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.4% | 7,670 | $236K |
| Beta Wealth Group, Inc. | 0.10% | Add +8.3% | 7,970 | $236K |
| Atria Investments, Inc | 0.00% | Reduce -1.7% | 7,880 | $234K |
| Citadel Advisors | 0.00% | New | 7,755 | $230K |
| Berger Financial Group, Inc | 0.02% | New | 7,697 | $228K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 7,118 | $211K |
| New Century Financial Group, LLC | 0.09% | Add +0.7% | 6,915 | $205K |
| Synergy Investment Management, LLC | 0.09% | — | 6,700 | $199K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.2% | 5,883 | $174K |
| Centaurus Financial, Inc. | 0.01% | New | 5,689 | $169K |
| IFP Advisors, Inc | 0.01% | Add +8.7% | 5,484 | $163K |
| Larson Financial Group LLC | 0.01% | No change | 3,650 | $108K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,300 | $68K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,974 | $59K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $39K |
| Cwm, LLC | 0.00% | Add +198.5% | 1,170 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 1,168 | $35K |
| JPMorgan Chase & Co. | 0.00% | Add +53.1% | 1,150 | $34K |
| Capital A Wealth Management, LLC | 0.04% | — | 832 | $25K |
| Oarsman Capital, Inc. | 0.00% | Add +1.0% | 720 | $21K |
| Allworth Financial LP | 0.00% | New | 626 | $19K |
| First Horizon Advisors, Inc. | 0.00% | No change | 617 | $18K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 552 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | New | 551 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 317 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 309 | $9K |
| Spire Wealth Management | 0.00% | New | 269 | $8K |
| Wells Fargo & Company | 0.00% | Add +16200.0% | 163 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 99 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 45 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 46 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 35 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | New | 17 | $499 |
| FMR LLC | 0.00% | New | 2 | $59 |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.