Cap Group Dividend GrowersCGDGETF
13F holders, Q3 2025 (September 30)214holders +26
30new positions
4sold out
4famous investors
$34.64avg. 13F price*
At the end of Q3 2025, 214 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 26 from Q2 2025. 30 opened new positions and 4 sold out. The largest holders were Capital International Investors ($593.0M), Envestnet Asset Management Inc. ($278.5M) and LPL Financial LLC ($267.6M). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q3 2025)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $36.7M |
| Exits | 4 | $24.1M |
All 13F filers, Q2 2025 → Q3 2025: 18,234,079 shares bought and 1,922,170 shares sold, net +16,311,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Capital International Investors | 0.10% | Reduce -1.4% | 17,115,175 | $593.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +37.5% | 8,036,810 | $278.5M |
| LPL Financial LLC | 0.08% | Add +38.7% | 7,721,601 | $267.6M |
| Advance Capital Management, Inc. | 7.89% | Add +96.6% | 5,249,253 | $181.9M |
| Capital Group Private Client Services, Inc. | 2.73% | Add +15.7% | 4,719,675 | $163.5M |
| Morgan Stanley | 0.01% | Add +105.3% | 3,597,131 | $124.6M |
| Raymond James Financial Inc. | 0.04% | Add +33.7% | 3,547,167 | $122.9M |
| Cetera Investment Advisers | 0.11% | Add +54.7% | 2,719,260 | $94.2M |
| Royal Bank of Canada | 0.01% | Add +35.3% | 2,091,878 | $72.5M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -2.1% | 1,859,335 | $64.4M |
| Confluence Wealth Services, Inc. | 2.95% | Add +4.1% | 1,730,340 | $60.0M |
| MML Investors Services, LLC | 0.12% | Add +15.5% | 1,299,677 | $45.0M |
| Wells Fargo & Company | 0.01% | Add +668.1% | 1,120,001 | $38.8M |
| Osaic Holdings, Inc. | 0.05% | Add +50.5% | 1,007,141 | $34.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +10.8% | 909,083 | $31.5M |
| UBS Group AG | 0.01% | Add +19.8% | 782,210 | $27.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +38.5% | 756,059 | $26.2M |
| Jones Financial Companies LLLP | 0.02% | Add +53.0% | 700,476 | $24.2M |
| Benjamin Edwards Inc. | 0.23% | Add +23.1% | 598,370 | $20.7M |
| Valmark Advisers, Inc. | 0.27% | Add +6.2% | 597,914 | $20.7M |
| Rothschild Investment LLC | 1.12% | Add +6.7% | 572,597 | $19.8M |
| Fourpath Capital Management, LLC | 2.81% | New | 570,040 | $19.8M |
| Private Advisor Group, LLC | 0.10% | Add +8.6% | 559,152 | $19.4M |
| Sei Investments Co. | 0.02% | Add +118.4% | 559,115 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +16.6% | 525,711 | $18.2M |
| Assetmark, Inc. | 0.04% | Add +79.2% | 506,568 | $17.6M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Reduce -32.1% | 445,063 | $15.4M |
| Onyx Bridge Wealth Group LLC | 1.53% | Add +42.6% | 406,906 | $14.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +100.0% | 392,949 | $13.6M |
| Smartleaf Asset Management LLC | 0.81% | Reduce -2.7% | 379,051 | $13.1M |
| &partners | 0.07% | Add +45.7% | 303,950 | $10.6M |
| Cary Street Partners Financial LLC | 0.25% | Reduce -1.5% | 277,054 | $9.6M |
| Sweeney & Michel, LLC | 3.22% | Add +4.1% | 281,308 | $9.6M |
| VestGen Advisors, LLC | 0.30% | Reduce -4.4% | 260,858 | $9.0M |
| Truist Financial Corp. | 0.01% | Add +47.4% | 258,587 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +73.2% | 240,086 | $8.3M |
| Harbour Investments, Inc. | 0.18% | Add +36.2% | 231,636 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +24.9% | 223,563 | $7.7M |
| Captrust Financial Advisors | 0.01% | Add +13.6% | 206,871 | $7.2M |
| Merit Financial Group, LLC | 0.06% | Add +38.8% | 198,993 | $6.9M |
| Swisher Financial Concepts, Inc. | 4.07% | Add +21.7% | 195,737 | $6.8M |
| Flow Traders U.S. LLC | 0.27% | Add +126.7% | 192,108 | $6.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +118.2% | 186,620 | $6.5M |
| Entruity Wealth, LLC | 4.97% | Add +5.0% | 184,752 | $6.4M |
| Cullen/Frost Bankers, Inc. | 0.07% | Add +40.6% | 177,859 | $6.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +24.4% | 167,171 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +4.3% | 164,969 | $5.7M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +25.6% | 164,963 | $5.7M |
| Bleakley Financial Group, LLC | 0.13% | Add +2.6% | 162,325 | $5.6M |
| Founders Financial Alliance, LLC | 0.98% | New | 150,713 | $5.2M |
| BlueChip Wealth Advisors LLC | 2.13% | Add +8.8% | 143,674 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.4% | 140,989 | $4.9M |
| WealthCare Investment Partners, LLC | 1.58% | Add +0.5% | 139,799 | $4.9M |
| Apollon Wealth Management, LLC | 0.08% | Add +205.9% | 132,441 | $4.6M |
| Old Mission Capital LLC | 0.16% | Add +325.3% | 130,617 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -37.3% | 130,243 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Add +0.6% | 127,647 | $4.4M |
| Founders Financial Securities LLC | 0.28% | Add +7.0% | 116,677 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +151.1% | 116,456 | $4.0M |
| Kingsview Wealth Management, LLC | 0.06% | Add +279.9% | 105,272 | $3.6M |
| LongView Wealth Management | 0.92% | Add +39.5% | 98,491 | $3.4M |
| US Bancorp \de | 0.00% | Add +22.7% | 92,701 | $3.2M |
| NavPoint Financial, Inc. | 1.63% | Add +98.7% | 89,916 | $3.1M |
| Principal Securities, Inc. | 0.05% | Add +90.0% | 84,044 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.6% | 82,426 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.36% | Add +45.3% | 82,064 | $2.8M |
| Oak Hill Wealth Advisors, LLC | 0.52% | Add +33.4% | 79,464 | $2.8M |
| Endeavor Private Wealth, Inc. | 0.77% | Add +10.1% | 71,942 | $2.5M |
| Betterment LLC | 0.00% | Add +108.6% | 70,106 | $2.4M |
| Jacobi Capital Management LLC | 0.15% | Add +49.5% | 69,610 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +38.0% | 69,296 | $2.4M |
| Comerica Bank | 0.01% | Add +7.2% | 69,168 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -58.5% | 68,411 | $2.4M |
| Tempus Wealth Planning, LLC | 0.53% | Reduce -19.1% | 66,923 | $2.3M |
| Seamount Financial Group Inc. | 1.06% | Add +13.1% | 64,681 | $2.2M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -33.1% | 62,557 | $2.2M |
| Sovran Advisors, LLC | 0.19% | Add +17.9% | 60,928 | $2.1M |
| Stephens Inc. | 0.03% | Add +565.2% | 59,040 | $2.0M |
| Koshinski Asset Management, Inc. | 0.14% | Add +28.3% | 57,817 | $2.0M |
| Nautilus Advisors LLC | 1.24% | Add +1.9% | 53,242 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +647.1% | 52,619 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +22.8% | 52,263 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -87.0% | 49,553 | $1.7M |
| Trueblood Wealth Management, LLC | 0.67% | Add +4.0% | 49,361 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +0.4% | 49,271 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +143.3% | 48,489 | $1.7M |
| Flputnam Investment Management Co. | 0.02% | Add +49.4% | 47,985 | $1.7M |
| CWS Financial Advisors, LLC | 0.46% | Add +9.5% | 47,527 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +1.5% | 47,517 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +11.1% | 47,442 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +10.9% | 47,251 | $1.6M |
| World Investment Advisors | 0.03% | Add +24.7% | 47,093 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +85.4% | 44,960 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +39.0% | 44,815 | $1.6M |
| SFG Wealth Management, LLC. | 0.62% | New | 41,447 | $1.4M |
| LifeGoal Investments, LLC | 1.18% | Reduce -16.6% | 41,082 | $1.4M |
| Blueprint Financial Advisors LLC | 0.29% | New | 39,258 | $1.4M |
| Blueprint Investment Partners LLC | 0.19% | New | 39,258 | $1.4M |
| Gateway Wealth Partners, LLC | 0.18% | Add +46.5% | 38,032 | $1.3M |
| MFA Wealth Services | 0.85% | Add +9.7% | 35,624 | $1.2M |
| PFG Advisors | 0.05% | Add +56.5% | 34,467 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +23.6% | 33,006 | $1.1M |
| Main Street Financial Solutions, LLC | 0.07% | Add +112.2% | 31,969 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.48% | Add +29.8% | 33,374 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +10.4% | 31,450 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Add +64.3% | 31,102 | $1.1M |
| Latitude Advisors, LLC | 0.49% | Add +51.3% | 30,883 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Reduce -19.8% | 30,393 | $1.1M |
| QTR Family Wealth, LLC | 0.49% | Add +4.7% | 29,642 | $1.0M |
| Sigma Planning Corp | 0.03% | New | 29,552 | $1.0M |
| A&I Financial Services, LLC | 0.48% | Add +7.4% | 28,488 | $993K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.0% | 28,474 | $987K |
| HighTower Advisors, LLC | 0.00% | Reduce -45.6% | 27,343 | $947K |
| CLG LLC | 0.25% | Add +35.8% | 26,324 | $912K |
| Aspire Growth Partners LLC | 0.66% | Add +9.9% | 26,172 | $907K |
| Independent Financial Group, LLC | 0.02% | Add +24.1% | 25,709 | $891K |
| Summit Financial, LLC | 0.01% | New | 25,033 | $867K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.2% | 24,892 | $863K |
| LRI Investments, LLC | 0.06% | No change | 22,000 | $762K |
| Mariner, LLC | 0.00% | Reduce -29.0% | 21,773 | $754K |
| D. E. Shaw & Co. | 0.00% | Add +7.4% | 20,941 | $726K |
| Security Financial Services, INC. | 0.12% | Add +76.5% | 20,831 | $722K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +4.5% | 20,203 | $700K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +46.3% | 20,111 | $697K |
| Continental Investors Services, Inc. | 1.02% | Add +33.9% | 19,716 | $686K |
| ORG Partners LLC | 0.13% | Add +40.1% | 17,495 | $679K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +20.3% | 19,270 | $668K |
| Allworth Financial LP | 0.00% | Add +210.2% | 18,159 | $629K |
| Vicus Capital | 0.05% | Add +75.8% | 18,158 | $629K |
| Prospera Financial Services Inc | 0.01% | Add +32.4% | 18,126 | $628K |
| Signature Wealth Management Group | 0.24% | Add +8.0% | 18,080 | $626K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.5% | 17,982 | $623K |
| Strategic Blueprint, LLC | 0.03% | Reduce -4.4% | 17,423 | $604K |
| AQR Capital Management | 0.00% | New | 17,220 | $597K |
| Lincoln Capital LLC | 0.11% | Add +11.0% | 17,015 | $595K |
| First Heartland Consultants, Inc. | 0.05% | Add +21.1% | 17,131 | $594K |
| Insigneo Advisory Services, LLC | 0.04% | Add +1.6% | 16,178 | $561K |
| Westside Investment Management, Inc. | 0.09% | Add +35.0% | 16,000 | $554K |
| Summit Global Investments | 0.03% | Add +92.9% | 15,804 | $548K |
| Lodestone Wealth Management LLC | 0.24% | Add +18.8% | 15,126 | $524K |
| M.E. Allison & Co., Inc. | 0.37% | Reduce -14.8% | 15,082 | $523K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -53.2% | 14,732 | $510K |
| Synergy Investment Management, LLC | 0.19% | New | 14,500 | $502K |
| Continuum Advisory, LLC | 0.05% | Add +13.9% | 14,462 | $501K |
| RPS Advisory Solutions LLC | 0.24% | New | 14,353 | $497K |
| Renaissance Technologies | 0.00% | New | 13,600 | $471K |
| Bare Financial Services, Inc | 0.14% | Add +77.7% | 13,500 | $468K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.6% | 13,480 | $467K |
| International Assets Investment Management, LLC | 0.04% | No change | 13,433 | $453K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +60.3% | 12,812 | $444K |
| Berger Financial Group, Inc | 0.03% | Add +0.3% | 12,787 | $443K |
| Lantern Wealth Advisors, LLC | 0.23% | Add +46.0% | 12,781 | $443K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -45.8% | 12,475 | $432K |
| Private Trust Co. NA | 0.04% | No change | 12,129 | $420K |
| Gutierrez Wealth Advisory, LLC | 0.26% | Add +29.1% | 11,876 | $411K |
| Centaurus Financial, Inc. | 0.02% | Add +81.6% | 11,498 | $398K |
| Trinity Wealth Management, LLC | 0.15% | Add +8.4% | 11,361 | $394K |
| Snowden Capital Advisors LLC | 0.01% | Add +21.8% | 11,197 | $390K |
| GWN Securities Inc. | 0.09% | Add +72.3% | 11,057 | $383K |
| VestGen Investment Management | 0.23% | New | 11,055 | $383K |
| IHT Wealth Management, LLC | 0.01% | Add +0.7% | 10,847 | $376K |
| IFP Advisors, Inc | 0.01% | Reduce -3.9% | 10,794 | $374K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 10,564 | $368K |
| Titleist Asset Management, LLC | 0.03% | Add +1.0% | 10,540 | $365K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 10,298 | $357K |
| Harpswell Capital Advisors, LLC | 0.34% | — | 10,200 | $353K |
| Global Retirement Partners, LLC | 0.01% | Add +261.6% | 10,142 | $351K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -59.7% | 9,751 | $338K |
| MSH Capital Advisors LLC | 0.09% | Add +12.3% | 9,560 | $331K |
| GTS Securities LLC | 0.01% | Reduce -72.4% | 9,300 | $322K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,298 | $322K |
| Farther Finance Advisors, LLC | 0.00% | Add +110.6% | 8,635 | $299K |
| Parsonex Advisory Services, Inc. | 0.20% | Add +3.1% | 8,578 | $297K |
| Ascent Group, LLC | 0.01% | New | 8,407 | $291K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 8,237 | $285K |
| Sard Wealth Management Group, LLC | 0.16% | New | 7,896 | $274K |
| Creative Planning | 0.00% | New | 7,836 | $272K |
| National Wealth Management Group, LLC | 0.10% | New | 7,829 | $271K |
| Balboa Wealth Partners | 0.05% | Add +10.0% | 7,802 | $270K |
| Concorde Asset Management, LLC | 0.11% | — | 7,649 | $266K |
| Hartmann Taylor Wealth Management, LLC | 0.17% | No change | 7,000 | $243K |
| Atria Investments, Inc | 0.00% | New | 6,266 | $217K |
| TCP Asset Management, LLC | 0.04% | No change | 6,026 | $209K |
| Synergy Financial Group, LTD | 0.14% | New | 5,885 | $204K |
| Visionary Wealth Advisors | 0.01% | New | 5,819 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 5,636 | $195K |
| Cwm, LLC | 0.00% | Reduce -17.3% | 5,468 | $189K |
| Creative Financial Designs Inc. | 0.01% | Reduce -10.8% | 5,198 | $180K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,193 | $145K |
| JPMorgan Chase & Co. | 0.00% | Add +65.2% | 4,167 | $144K |
| Larson Financial Group LLC | 0.00% | No change | 3,650 | $126K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Reduce -1.2% | 3,550 | $123K |
| Lanark Financial, Inc. | 0.01% | Add +48.1% | 3,507 | $122K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,300 | $80K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +35.8% | 2,238 | $78K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,630 | $56K |
| Advisory Services Network, LLC | 0.00% | Reduce -93.5% | 1,473 | $51K |
| Ancora Advisors LLC | 0.00% | New | 1,394 | $48K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $46K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,313 | $46K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +68.7% | 1,184 | $41K |
| Sittner & Nelson, LLC | 0.01% | No change | 1,010 | $35K |
| Ameriflex Group, Inc. | 0.01% | New | 946 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 885 | $31K |
| Trust Co. of Vermont | 0.00% | New | 870 | $30K |
| CX Institutional | 0.00% | Add +25.5% | 777 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | New | 696 | $24K |
| Bank of America Corp. | 0.00% | New | 374 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -62.0% | 290 | $10K |
| Spire Wealth Management | 0.00% | Add +0.4% | 271 | $9K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 262 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 257 | $9K |
| Rossby Financial, LCC | 0.00% | Add +104.9% | 125 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 78 | $3K |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.