Cap Group Dividend GrowersCGDGETF
13F holders, Q1 2025 (March 31)158holders +25
32new positions
10sold out
2famous investors
$30.87avg. 13F price*
At the end of Q1 2025, 158 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 25 from Q4 2024. 32 opened new positions and 10 sold out. The largest holders were Capital International Investors ($536.2M), Envestnet Asset Management Inc. ($153.1M) and Capital Group Private Client Services, Inc. ($93.8M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q1 2025)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $25.2M |
| Exits | 10 | $4.5M |
All 13F filers, Q4 2024 → Q1 2025: 7,632,515 shares bought and 786,488 shares sold, net +6,846,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Capital International Investors | 0.11% | Reduce -1.7% | 17,352,383 | $536.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +25.4% | 4,956,279 | $153.1M |
| Capital Group Private Client Services, Inc. | 0.92% | Add +8.6% | 3,034,236 | $93.8M |
| LPL Financial LLC | 0.03% | Add +92.6% | 2,737,036 | $84.6M |
| Raymond James Financial Inc. | 0.02% | Add +26.1% | 1,812,588 | $56.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +44.3% | 1,578,331 | $48.8M |
| Cetera Investment Advisers | 0.09% | Add +30.9% | 1,558,313 | $48.2M |
| Confluence Wealth Services, Inc. | 3.02% | Add +13.5% | 1,568,309 | $47.8M |
| Royal Bank of Canada | 0.01% | Add +22.8% | 1,237,364 | $38.2M |
| Morgan Stanley | 0.00% | Add +24.0% | 1,008,897 | $31.2M |
| MML Investors Services, LLC | 0.10% | Add +5.1% | 974,190 | $30.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +24.8% | 604,476 | $18.7M |
| Valmark Advisers, Inc. | 0.25% | Add +13.3% | 531,905 | $16.4M |
| Rothschild Investment LLC | 1.03% | Add +28.2% | 496,780 | $15.4M |
| Stifel Financial Corp. | 0.01% | Add +135.9% | 407,615 | $12.6M |
| Osaic Holdings, Inc. | 0.03% | Add +35.6% | 400,965 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +29.4% | 378,141 | $11.7M |
| Smartleaf Asset Management LLC | 1.09% | Add +93.9% | 365,401 | $11.3M |
| Jane Street Group, LLC | 0.02% | Reduce -1.9% | 360,319 | $11.1M |
| UBS Group AG | 0.00% | Add +642.3% | 319,259 | $9.9M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +3.6% | 318,208 | $9.8M |
| Benjamin Edwards Inc. | 0.13% | Add +61.0% | 309,594 | $9.6M |
| Private Advisor Group, LLC | 0.06% | Add +24.3% | 303,705 | $9.4M |
| Assetmark, Inc. | 0.02% | Add +4.2% | 277,265 | $8.6M |
| VestGen Advisors, LLC | 0.39% | — | 275,905 | $8.5M |
| Sweeney & Michel, LLC | 3.27% | — | 266,958 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +7.4% | 200,901 | $6.2M |
| Jones Financial Companies LLLP | 0.01% | Add +93.0% | 198,091 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +2.3% | 169,337 | $5.2M |
| Entruity Wealth, LLC | 4.88% | Add +99.8% | 167,459 | $5.2M |
| Captrust Financial Advisors | 0.01% | Add +16.4% | 166,206 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +12.0% | 160,657 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.0% | 155,619 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Add +139.2% | 153,909 | $4.8M |
| WealthCare Investment Partners, LLC | 1.86% | New | 147,022 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +12.8% | 137,488 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +12.8% | 137,488 | $4.2M |
| Swisher Financial Concepts, Inc. | 3.40% | New | 133,043 | $4.1M |
| Ameritas Advisory Services, LLC | 0.15% | Add +6.3% | 125,797 | $3.8M |
| BlueChip Wealth Advisors LLC | 1.83% | New | 120,927 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +25.3% | 118,442 | $3.7M |
| &partners | 0.04% | Add +768.7% | 115,487 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +20.2% | 111,853 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.3% | 106,641 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.1% | 102,638 | $3.2M |
| Harbour Investments, Inc. | 0.09% | Add +27.2% | 100,956 | $3.1M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +16.4% | 96,852 | $3.0M |
| Founders Financial Securities LLC | 0.23% | Add +457.6% | 86,321 | $2.7M |
| Tempus Wealth Planning, LLC | 0.74% | Add +26.0% | 79,930 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +43.2% | 78,948 | $2.4M |
| US Bancorp \de | 0.00% | New | 70,824 | $2.2M |
| LifeGoal Investments, LLC | 2.31% | Reduce -51.8% | 68,499 | $2.1M |
| Merit Financial Group, LLC | 0.03% | New | 59,152 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.26% | Add +5.3% | 55,816 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +8.8% | 55,028 | $1.7M |
| LongView Wealth Management | 0.49% | Add +28.2% | 53,092 | $1.6M |
| Endeavor Private Wealth, Inc. | 0.89% | Add +23.0% | 52,602 | $1.6M |
| Comerica Bank | 0.01% | Add +1.0% | 50,022 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +86.4% | 48,111 | $1.5M |
| Nautilus Advisors LLC | 1.18% | Add +62.4% | 46,246 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +46.2% | 45,634 | $1.4M |
| Seamount Financial Group Inc. | 0.95% | Add +4.6% | 45,110 | $1.4M |
| Jacobi Capital Management LLC | 0.10% | Add +19.7% | 44,681 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 44,335 | $1.4M |
| Oak Hill Wealth Advisors, LLC | 0.32% | Add +45.8% | 44,227 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +59.4% | 43,336 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +64.7% | 42,641 | $1.3M |
| Trueblood Wealth Management, LLC | 0.60% | Add +50.5% | 42,105 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Add +2.2% | 39,532 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Add +8.8% | 37,246 | $1.2M |
| World Investment Advisors | 0.03% | Add +46.0% | 36,655 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +322.6% | 35,922 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +49.7% | 31,351 | $969K |
| Principal Securities, Inc. | 0.02% | No change | 31,263 | $927K |
| NewEdge Advisors, LLC | 0.01% | Add +13.8% | 29,206 | $902K |
| Mariner, LLC | 0.00% | New | 28,969 | $895K |
| Roehl & Yi Investment Advisors, LLC | 0.44% | Add +13.2% | 27,664 | $806K |
| CWS Financial Advisors, LLC | 0.25% | Add +54.4% | 25,767 | $796K |
| Kingsview Wealth Management, LLC | 0.01% | New | 25,744 | $795K |
| QTR Family Wealth, LLC | 0.57% | — | 24,547 | $759K |
| Aspire Growth Partners LLC | 0.67% | Add +69.3% | 23,811 | $756K |
| A&I Financial Services, LLC | 0.51% | Add +24.9% | 24,377 | $753K |
| Mutual Advisors, LLC | 0.02% | New | 23,766 | $734K |
| Equitable Holdings, Inc. | 0.01% | Add +91.8% | 23,343 | $721K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +47.8% | 22,745 | $703K |
| Signature Wealth Management Group | 0.26% | New | 21,250 | $657K |
| D.A. Davidson & Co. | 0.01% | Add +123.5% | 20,479 | $633K |
| GWN Securities Inc. | 0.03% | New | 19,978 | $617K |
| PFG Advisors | 0.03% | Add +3.9% | 19,159 | $592K |
| GTS Securities LLC | 0.02% | Add +25.9% | 18,125 | $560K |
| Park Avenue Securities LLC | 0.01% | Add +4.0% | 17,766 | $549K |
| M.E. Allison & Co., Inc. | 0.53% | No change | 17,445 | $539K |
| Latitude Advisors, LLC | 0.31% | New | 17,311 | $535K |
| Gateway Wealth Partners, LLC | 0.12% | Add +34.0% | 17,291 | $534K |
| Simplicity Wealth,LLC | 0.04% | New | 17,023 | $526K |
| CLG LLC | 0.18% | Reduce -7.3% | 16,884 | $522K |
| Sovran Advisors, LLC | 0.06% | New | 16,483 | $497K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 15,928 | $492K |
| Geneos Wealth Management Inc. | 0.02% | New | 15,853 | $490K |
| Continental Investors Services, Inc. | 0.92% | Reduce -12.2% | 15,039 | $465K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,153 | $437K |
| Citadel Advisors | 0.00% | Add +81.8% | 14,098 | $436K |
| Lincoln Capital LLC | 0.09% | Add +42.6% | 14,305 | $433K |
| RFG Advisory, LLC | 0.01% | Add +10.4% | 13,673 | $422K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.1% | 13,592 | $420K |
| International Assets Investment Management, LLC | 0.04% | New | 13,368 | $413K |
| D. E. Shaw & Co. | 0.00% | New | 13,297 | $411K |
| Synergy Investment Management, LLC | 0.17% | Add +94.8% | 13,050 | $403K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 12,334 | $381K |
| Private Trust Co. NA | 0.04% | Add +33.3% | 12,129 | $375K |
| Continuum Advisory, LLC | 0.05% | No change | 12,070 | $373K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -95.1% | 11,903 | $368K |
| JPMorgan Chase & Co. | 0.00% | Add +859.2% | 11,031 | $341K |
| Lodestone Wealth Management LLC | 0.17% | Add +18.4% | 10,243 | $317K |
| Titleist Asset Management, LLC | 0.04% | Add +1.6% | 10,163 | $314K |
| Sowell Financial Services LLC | 0.01% | New | 9,819 | $303K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.8% | 8,809 | $272K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +23.7% | 8,806 | $272K |
| Berger Financial Group, Inc | 0.02% | Add +14.3% | 8,801 | $272K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,757 | $271K |
| Prospera Financial Services Inc | 0.01% | Add +1.8% | 8,589 | $265K |
| Sei Investments Co. | 0.00% | New | 8,442 | $261K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 8,237 | $255K |
| NavPoint Financial, Inc. | 0.18% | New | 8,187 | $253K |
| Mission Financial Group, LLC | 0.23% | — | 6,844 | $246K |
| Atria Investments, Inc | 0.00% | Reduce -2.5% | 7,687 | $238K |
| Venture Visionary Partners LLC | 0.01% | New | 7,027 | $217K |
| IFP Advisors, Inc | 0.01% | Add +6.3% | 5,827 | $180K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.0% | 5,707 | $176K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,689 | $176K |
| Cwm, LLC | 0.00% | Add +365.0% | 5,441 | $168K |
| Larson Financial Group LLC | 0.01% | No change | 3,650 | $113K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | New | 3,490 | $108K |
| Westside Investment Management, Inc. | 0.02% | Add +556.3% | 2,625 | $81K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,300 | $71K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 1,974 | $61K |
| Capital Analysts, LLC | 0.00% | New | 1,612 | $50K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +27.4% | 1,488 | $46K |
| Allworth Financial LP | 0.00% | Add +136.4% | 1,480 | $46K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $41K |
| ORG Partners LLC | 0.01% | New | 1,231 | $38K |
| Capital A Wealth Management, LLC | 0.03% | Add +6.8% | 889 | $27K |
| Arax Advisory Partners | 0.00% | New | 640 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 617 | $19K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 552 | $17K |
| Lanark Financial, Inc. | 0.00% | — | 566 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +42.6% | 452 | $14K |
| CX Institutional | 0.00% | New | 340 | $11K |
| Spire Wealth Management | 0.00% | No change | 269 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 225 | $7K |
| Wells Fargo & Company | 0.00% | No change | 163 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +47.5% | 146 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 45 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 40 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 35 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 32 | $989 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 17 | $520 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 4 | $124 |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.