Cap Group Dividend GrowersCGDGETF
13F holders, Q2 2025 (June 30)188holders +30
40new positions
11sold out
2famous investors
$33.63avg. 13F price*
At the end of Q2 2025, 188 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 30 from Q1 2025. 40 opened new positions and 11 sold out. The largest holders were Capital International Investors ($583.5M), Envestnet Asset Management Inc. ($196.5M) and LPL Financial LLC ($187.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q2 2025)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $142.4M |
| Exits | 11 | $756K |
All 13F filers, Q1 2025 → Q2 2025: 16,225,476 shares bought and 282,804 shares sold, net +15,942,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Capital International Investors | 0.10% | Reduce -0.0% | 17,350,853 | $583.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +17.9% | 5,842,721 | $196.5M |
| LPL Financial LLC | 0.06% | Add +103.3% | 5,565,635 | $187.2M |
| Capital Group Private Client Services, Inc. | 1.19% | Add +34.4% | 4,078,770 | $137.2M |
| Advance Capital Management, Inc. | 4.07% | New | 2,669,679 | $89.8M |
| Raymond James Financial Inc. | 0.03% | Add +46.3% | 2,652,387 | $89.2M |
| Commonwealth Equity Services, LLC | 0.08% | Add +20.3% | 1,898,865 | $63.9M |
| Cetera Investment Advisers | 0.10% | Add +12.8% | 1,758,205 | $59.1M |
| Morgan Stanley | 0.00% | Add +73.7% | 1,752,454 | $58.9M |
| Confluence Wealth Services, Inc. | 3.05% | Add +6.0% | 1,661,858 | $55.9M |
| Royal Bank of Canada | 0.01% | Add +25.0% | 1,546,267 | $52.0M |
| MML Investors Services, LLC | 0.11% | Add +15.5% | 1,125,534 | $37.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +35.7% | 820,477 | $27.6M |
| Susquehanna International Group, LLP | 0.04% | New | 695,783 | $23.4M |
| Osaic Holdings, Inc. | 0.04% | Add +66.8% | 668,976 | $22.4M |
| Vestmark Advisory Solutions, Inc. | 0.32% | Add +105.9% | 655,048 | $22.0M |
| UBS Group AG | 0.00% | Add +104.6% | 653,158 | $22.0M |
| Valmark Advisers, Inc. | 0.26% | Add +5.8% | 562,974 | $18.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +44.3% | 545,726 | $18.4M |
| Rothschild Investment LLC | 1.13% | Add +8.1% | 536,824 | $18.1M |
| Private Advisor Group, LLC | 0.09% | Add +69.5% | 514,938 | $17.3M |
| Benjamin Edwards Inc. | 0.21% | Add +57.0% | 486,169 | $16.3M |
| Jones Financial Companies LLLP | 0.01% | Add +131.2% | 457,991 | $15.4M |
| Stifel Financial Corp. | 0.01% | Add +10.7% | 451,044 | $15.2M |
| Smartleaf Asset Management LLC | 1.16% | Add +6.6% | 389,677 | $13.1M |
| Jane Street Group, LLC | 0.02% | Add +5.9% | 381,723 | $12.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +274.5% | 295,664 | $9.9M |
| Onyx Bridge Wealth Group LLC | 1.27% | New | 285,341 | $9.6M |
| Assetmark, Inc. | 0.02% | Add +2.0% | 282,713 | $9.5M |
| Cary Street Partners Financial LLC | 0.27% | Add +2262.1% | 281,161 | $9.5M |
| VestGen Advisors, LLC | 0.37% | Reduce -1.1% | 272,907 | $9.2M |
| Sweeney & Michel, LLC | 3.24% | Add +1.2% | 270,271 | $9.1M |
| Sei Investments Co. | 0.01% | Add +2931.9% | 255,957 | $8.6M |
| &partners | 0.05% | Add +80.6% | 208,554 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +102.5% | 207,794 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +26.3% | 196,500 | $6.6M |
| Captrust Financial Advisors | 0.01% | Add +9.6% | 182,093 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +5.7% | 178,946 | $6.0M |
| Entruity Wealth, LLC | 5.03% | Add +5.0% | 175,917 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +9.2% | 175,407 | $5.9M |
| Harbour Investments, Inc. | 0.14% | Add +68.5% | 170,062 | $5.7M |
| Citadel Advisors | 0.00% | Add +1070.8% | 165,054 | $5.6M |
| Swisher Financial Concepts, Inc. | 3.49% | Add +20.9% | 160,846 | $5.4M |
| Bleakley Financial Group, LLC | 0.14% | Add +324.8% | 158,235 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +2.7% | 158,126 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +89356.4% | 145,814 | $4.9M |
| Merit Financial Group, LLC | 0.05% | Add +142.3% | 143,342 | $4.8M |
| WealthCare Investment Partners, LLC | 1.70% | Reduce -5.4% | 139,089 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.8% | 138,630 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -33.1% | 134,327 | $4.5M |
| BlueChip Wealth Advisors LLC | 1.83% | Add +9.2% | 132,024 | $4.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +17.4% | 131,366 | $4.4M |
| D.A. Davidson & Co. | 0.03% | Add +519.5% | 126,867 | $4.3M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +30.6% | 126,457 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.6% | 123,280 | $4.2M |
| Founders Financial Securities LLC | 0.28% | Add +26.4% | 109,074 | $3.7M |
| Ameritas Advisory Services, LLC | 0.16% | Reduce -25.7% | 93,496 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +97.3% | 85,522 | $2.9M |
| Flow Traders U.S. LLC | 0.11% | New | 84,753 | $2.9M |
| Tempus Wealth Planning, LLC | 0.69% | Add +3.5% | 82,695 | $2.8M |
| US Bancorp \de | 0.00% | Add +6.7% | 75,531 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +47.0% | 70,702 | $2.4M |
| LongView Wealth Management | 0.72% | Add +32.9% | 70,579 | $2.4M |
| Endeavor Private Wealth, Inc. | 1.05% | Add +24.2% | 65,325 | $2.2M |
| Comerica Bank | 0.01% | Add +29.0% | 64,536 | $2.2M |
| Oak Hill Wealth Advisors, LLC | 0.42% | Add +34.7% | 59,577 | $2.0M |
| Seamount Financial Group Inc. | 0.99% | Add +26.8% | 57,185 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.26% | Add +1.2% | 56,484 | $1.9M |
| Nautilus Advisors LLC | 1.29% | Add +13.0% | 52,276 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -56.3% | 51,816 | $1.8M |
| Sovran Advisors, LLC | 0.18% | Add +213.4% | 51,662 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +13.4% | 50,282 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +115.1% | 50,201 | $1.7M |
| LifeGoal Investments, LLC | 1.57% | Reduce -28.1% | 49,243 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -10.8% | 49,093 | $1.7M |
| Trueblood Wealth Management, LLC | 0.67% | Add +12.7% | 47,444 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +376.9% | 46,832 | $1.6M |
| Jacobi Capital Management LLC | 0.10% | Add +4.2% | 46,572 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +276.0% | 46,380 | $1.6M |
| NavPoint Financial, Inc. | 0.92% | Add +452.7% | 45,253 | $1.5M |
| Koshinski Asset Management, Inc. | 0.11% | Add +5.7% | 45,061 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +41.5% | 44,240 | $1.5M |
| CWS Financial Advisors, LLC | 0.42% | Add +68.5% | 43,405 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | New | 43,291 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +18.9% | 42,715 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +35.9% | 42,597 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +45.7% | 42,545 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | Add +122.6% | 37,886 | $1.3M |
| World Investment Advisors | 0.03% | Add +3.0% | 37,768 | $1.3M |
| GTS Securities LLC | 0.05% | Add +86.2% | 33,748 | $1.1M |
| Betterment LLC | 0.00% | New | 33,604 | $1.1M |
| MFA Wealth Services | 0.82% | New | 32,469 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +135.9% | 32,251 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -18.7% | 32,129 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +98.4% | 31,450 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 30,714 | $1.0M |
| Mariner, LLC | 0.00% | Add +5.8% | 30,664 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Add +19.9% | 28,495 | $976K |
| QTR Family Wealth, LLC | 0.59% | Add +15.3% | 28,311 | $952K |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.6% | 27,711 | $932K |
| Wedbush Securities Inc. | 0.03% | Reduce -41.5% | 26,696 | $898K |
| A&I Financial Services, LLC | 0.50% | Add +8.8% | 26,532 | $892K |
| Gateway Wealth Partners, LLC | 0.17% | Add +50.1% | 25,959 | $873K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | New | 24,245 | $815K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 24,207 | $814K |
| Roehl & Yi Investment Advisors, LLC | 0.42% | Reduce -7.1% | 25,711 | $811K |
| Aspire Growth Partners LLC | 0.66% | No change | 23,811 | $801K |
| Sanctuary Advisors, LLC | 0.00% | Add +166.0% | 23,429 | $788K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +1.1% | 22,995 | $773K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 22,786 | $766K |
| Advisory Services Network, LLC | 0.01% | New | 22,850 | $760K |
| PFG Advisors | 0.03% | Add +14.9% | 22,023 | $741K |
| LRI Investments, LLC | 0.06% | New | 22,000 | $740K |
| Independent Financial Group, LLC | 0.02% | New | 20,725 | $697K |
| Latitude Advisors, LLC | 0.35% | Add +17.9% | 20,414 | $687K |
| Park Avenue Securities LLC | 0.01% | Add +12.2% | 19,933 | $670K |
| D. E. Shaw & Co. | 0.00% | Add +46.6% | 19,491 | $655K |
| CLG LLC | 0.20% | Add +14.8% | 19,378 | $652K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +119.5% | 19,329 | $650K |
| Venture Visionary Partners LLC | 0.02% | Add +169.4% | 18,934 | $637K |
| Strategic Blueprint, LLC | 0.03% | New | 18,231 | $613K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 17,887 | $602K |
| M.E. Allison & Co., Inc. | 0.48% | Add +1.5% | 17,705 | $595K |
| Signature Wealth Management Group | 0.22% | Reduce -21.2% | 16,746 | $563K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.2% | 16,014 | $539K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 15,928 | $536K |
| Lincoln Capital LLC | 0.10% | Add +7.2% | 15,331 | $516K |
| Main Street Financial Solutions, LLC | 0.04% | New | 15,063 | $507K |
| Continental Investors Services, Inc. | 0.89% | Reduce -2.1% | 14,721 | $495K |
| First Heartland Consultants, Inc. | 0.04% | New | 14,141 | $476K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.8% | 13,835 | $465K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +56.9% | 13,743 | $462K |
| Prospera Financial Services Inc | 0.01% | Add +59.4% | 13,693 | $460K |
| International Assets Investment Management, LLC | 0.04% | Add +0.5% | 13,433 | $452K |
| Berger Financial Group, Inc | 0.03% | Add +44.9% | 12,751 | $429K |
| Lodestone Wealth Management LLC | 0.21% | Add +24.4% | 12,737 | $428K |
| Continuum Advisory, LLC | 0.05% | Add +5.2% | 12,692 | $427K |
| ORG Partners LLC | 0.09% | Add +914.3% | 12,486 | $421K |
| Private Trust Co. NA | 0.04% | No change | 12,129 | $408K |
| Westside Investment Management, Inc. | 0.07% | Add +351.4% | 11,850 | $399K |
| Security Financial Services, INC. | 0.07% | New | 11,804 | $397K |
| IFP Advisors, Inc | 0.01% | Add +92.8% | 11,237 | $378K |
| First Trust Advisors LP | 0.00% | New | 11,060 | $372K |
| IHT Wealth Management, LLC | 0.01% | New | 10,777 | $362K |
| Trinity Wealth Management, LLC | 0.14% | New | 10,484 | $353K |
| Titleist Asset Management, LLC | 0.03% | Add +2.6% | 10,431 | $351K |
| Vicus Capital | 0.03% | New | 10,327 | $347K |
| Snowden Capital Advisors LLC | 0.01% | New | 9,192 | $311K |
| Gutierrez Wealth Advisory, LLC | 0.21% | New | 9,197 | $309K |
| Stephens Inc. | 0.00% | New | 8,875 | $298K |
| Lantern Wealth Advisors, LLC | 0.18% | — | 8,752 | $294K |
| Herold Advisors, Inc. | 0.06% | New | 8,752 | $294K |
| MSH Capital Advisors LLC | 0.08% | New | 8,511 | $286K |
| Parsonex Advisory Services, Inc. | 0.23% | — | 8,317 | $280K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 8,237 | $277K |
| Summit Global Investments | 0.02% | New | 8,194 | $276K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 7,993 | $269K |
| Bare Financial Services, Inc | 0.09% | New | 7,598 | $256K |
| Balboa Wealth Partners | 0.05% | New | 7,095 | $239K |
| DAVENPORT & Co LLC | 0.00% | New | 7,043 | $237K |
| Hartmann Taylor Wealth Management, LLC | 0.20% | New | 7,000 | $235K |
| Cwm, LLC | 0.00% | Add +21.6% | 6,615 | $222K |
| GWN Securities Inc. | 0.04% | Reduce -67.9% | 6,419 | $216K |
| Centaurus Financial, Inc. | 0.01% | Add +11.3% | 6,331 | $213K |
| TCP Asset Management, LLC | 0.04% | New | 6,026 | $203K |
| Allworth Financial LP | 0.00% | Add +295.5% | 5,854 | $197K |
| Creative Financial Designs Inc. | 0.01% | Add +2.0% | 5,824 | $196K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,100 | $138K |
| Larson Financial Group LLC | 0.00% | No change | 3,650 | $123K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Add +3.0% | 3,593 | $121K |
| Global Retirement Partners, LLC | 0.00% | — | 2,805 | $94K |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.1% | 2,522 | $85K |
| Lanark Financial, Inc. | 0.01% | Add +318.4% | 2,368 | $79K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,300 | $68K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +10.8% | 1,648 | $55K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 1,619 | $54K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Add +483.6% | 1,313 | $44K |
| Sittner & Nelson, LLC | 0.01% | New | 1,010 | $34K |
| Arax Advisory Partners | 0.00% | Add +19.2% | 763 | $26K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.2% | 748 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +55.3% | 702 | $24K |
| CX Institutional | 0.00% | Add +82.1% | 619 | $21K |
| Spire Wealth Management | 0.00% | Add +0.4% | 270 | $9K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 262 | $9K |
| Russell Investments Group, Ltd. | 0.00% | New | 78 | $3K |
| Rossby Financial, LCC | 0.00% | New | 61 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 4 | $135 |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.