Cap Group Dividend GrowersCGDGETF
13F holders, Q4 2025 (December 31)251holders +37
31new positions
5sold out
3famous investors
$35.65avg. 13F price*
At the end of Q4 2025, 251 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 37 from Q3 2025. 31 opened new positions and 5 sold out. The largest holders were Capital International Investors ($615.0M), LPL Financial LLC ($344.0M) and Envestnet Asset Management Inc. ($330.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q4 2025)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $17.7M |
| Exits | 5 | $7.2M |
All 13F filers, Q3 2025 → Q4 2025: 13,614,213 shares bought and 1,450,595 shares sold, net +12,163,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Capital International Investors | 0.10% | Add +0.8% | 17,255,942 | $615.0M |
| LPL Financial LLC | 0.09% | Add +25.0% | 9,651,113 | $344.0M |
| Envestnet Asset Management Inc. | 0.10% | Add +15.5% | 9,283,853 | $330.9M |
| Advance Capital Management, Inc. | 8.12% | Add +2.4% | 5,373,945 | $191.5M |
| Capital Group Private Client Services, Inc. | 2.94% | Add +9.8% | 5,180,776 | $184.6M |
| Raymond James Financial Inc. | 0.05% | Add +17.3% | 4,159,257 | $148.2M |
| Cetera Investment Advisers | 0.13% | Add +18.5% | 3,221,615 | $114.8M |
| Morgan Stanley | 0.01% | Reduce -21.3% | 2,831,829 | $100.9M |
| Wells Fargo & Company | 0.02% | Add +146.0% | 2,755,585 | $98.2M |
| Royal Bank of Canada | 0.01% | Add +11.4% | 2,330,698 | $83.1M |
| Commonwealth Equity Services, LLC | 0.10% | Add +13.8% | 2,116,422 | $75.4M |
| Confluence Wealth Services, Inc. | 2.90% | Add +13.5% | 1,964,081 | $70.0M |
| MML Investors Services, LLC | 0.13% | Add +16.7% | 1,516,279 | $54.0M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +46.4% | 1,330,503 | $47.4M |
| Jones Financial Companies LLLP | 0.02% | Add +52.2% | 1,066,170 | $38.0M |
| Osaic Holdings, Inc. | 0.05% | Add +0.1% | 1,008,301 | $35.9M |
| Jane Street Group, LLC | 0.04% | Add +1837.3% | 960,000 | $34.2M |
| UBS Group AG | 0.01% | Add +19.0% | 930,806 | $33.2M |
| Sei Investments Co. | 0.03% | Add +55.7% | 870,397 | $31.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.1% | 832,693 | $29.7M |
| Private Advisor Group, LLC | 0.13% | Add +40.8% | 787,274 | $28.1M |
| Fourpath Capital Management, LLC | 3.73% | Add +34.0% | 764,106 | $27.2M |
| Benjamin Edwards Inc. | 0.29% | Add +24.3% | 743,603 | $26.5M |
| Valmark Advisers, Inc. | 0.32% | Add +21.6% | 726,834 | $25.9M |
| Rothschild Investment LLC | 1.17% | Add +4.1% | 596,092 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +11.8% | 587,934 | $21.0M |
| Assetmark, Inc. | 0.04% | Add +11.5% | 564,722 | $20.1M |
| J. Derek Lewis & Associates Inc. | 4.70% | — | 563,341 | $20.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +34.5% | 528,373 | $18.8M |
| &partners | 0.10% | Add +73.0% | 525,821 | $18.7M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +4.6% | 465,723 | $16.6M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +95.1% | 436,170 | $15.5M |
| Onyx Bridge Wealth Group LLC | 1.57% | Add +1.9% | 414,523 | $14.8M |
| Smartleaf Asset Management LLC | 0.52% | Add +1.7% | 385,494 | $13.8M |
| RM Financial Services, LLC | 9.74% | — | 307,940 | $11.0M |
| Sweeney & Michel, LLC | 3.15% | Add +0.4% | 282,361 | $10.7M |
| Truist Financial Corp. | 0.01% | Add +11.2% | 287,433 | $10.2M |
| Boyer Financial Services, Inc. | 10.85% | — | 284,499 | $10.2M |
| Cary Street Partners Financial LLC | 0.24% | Add +0.0% | 277,160 | $9.9M |
| Harbour Investments, Inc. | 0.19% | Add +14.3% | 264,744 | $9.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +8.1% | 259,424 | $9.2M |
| NewEdge Advisors, LLC | 0.03% | Add +368.9% | 245,048 | $8.7M |
| Integrated Wealth Concepts LLC | 0.09% | Add +19.0% | 222,119 | $7.9M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 221,935 | $7.9M |
| Cullen/Frost Bankers, Inc. | 0.09% | Add +22.4% | 217,760 | $7.8M |
| Swisher Financial Concepts, Inc. | 4.22% | Add +6.7% | 208,776 | $7.4M |
| Entruity Wealth, LLC | 5.07% | Add +8.0% | 199,486 | $7.1M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.1% | 198,713 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +12.2% | 187,517 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.4% | 172,515 | $6.3M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +4.9% | 173,022 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.5% | 170,675 | $6.1M |
| Founders Financial Alliance, LLC | 1.12% | Add +10.0% | 165,761 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +40.9% | 164,128 | $5.8M |
| BlueChip Wealth Advisors LLC | 2.38% | Add +10.7% | 159,068 | $5.7M |
| Hopwood Nicholas Hunter | 1.76% | — | 151,644 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.4% | 151,570 | $5.4M |
| Kingsview Wealth Management, LLC | 0.07% | Add +38.1% | 145,352 | $5.2M |
| Founders Financial Securities LLC | 0.30% | Add +23.1% | 143,578 | $5.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +8.4% | 143,570 | $5.1M |
| RFG Advisory, LLC | 0.10% | Add +217.8% | 142,426 | $5.1M |
| WealthCare Investment Partners, LLC | 1.47% | Add +0.2% | 140,125 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +7.1% | 136,688 | $4.9M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -16.3% | 135,926 | $4.8M |
| NavPoint Financial, Inc. | 2.04% | Add +48.6% | 133,607 | $4.8M |
| Centaurus Financial, Inc. | 0.21% | Add +1030.4% | 129,970 | $4.6M |
| LongView Wealth Management | 1.02% | Add +16.7% | 114,939 | $4.2M |
| Principal Securities, Inc. | 0.06% | Add +39.3% | 117,105 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +38.6% | 114,256 | $4.1M |
| BNB Wealth Management, LLC | 2.61% | — | 113,467 | $4.0M |
| Stephens Inc. | 0.05% | Add +79.1% | 105,734 | $3.8M |
| US Bancorp \de | 0.00% | Add +9.3% | 101,273 | $3.6M |
| National Wealth Management Group, LLC | 1.23% | Add +1170.0% | 99,428 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.39% | Add +10.9% | 91,019 | $3.2M |
| Ameritas Advisory Services, LLC | 0.12% | Add +38.8% | 86,850 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +61.3% | 84,874 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +21.8% | 84,394 | $3.0M |
| Betterment LLC | 0.01% | Add +19.4% | 83,711 | $3.0M |
| Merited Wealth, LLC | 2.73% | — | 82,754 | $2.9M |
| Cerity Partners LLC | 0.00% | New | 81,852 | $2.9M |
| Flow Traders U.S. LLC | 0.10% | Reduce -57.6% | 81,488 | $2.9M |
| Jacobi Capital Management LLC | 0.16% | Add +14.4% | 79,646 | $2.8M |
| Venture Visionary Partners LLC | 0.09% | Add +150.6% | 77,940 | $2.8M |
| Endeavor Private Wealth, Inc. | 0.79% | Add +7.9% | 77,623 | $2.8M |
| Comerica Bank | 0.01% | Add +8.7% | 75,210 | $2.7M |
| Main Street Financial Solutions, LLC | 0.20% | Add +130.8% | 73,785 | $2.6M |
| Seamount Financial Group Inc. | 1.11% | Add +5.9% | 68,498 | $2.4M |
| Shira Ridge Wealth Management | 0.96% | New | 66,975 | $2.4M |
| Tempus Wealth Planning, LLC | 0.54% | Reduce -1.6% | 65,863 | $2.3M |
| Sovran Advisors, LLC | 0.20% | Add +2.5% | 62,482 | $2.3M |
| Flputnam Investment Management Co. | 0.03% | Add +18.4% | 56,797 | $2.0M |
| Trueblood Wealth Management, LLC | 0.79% | Add +14.8% | 56,658 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +19.1% | 56,285 | $2.0M |
| Nautilus Advisors LLC | 1.28% | Add +3.0% | 54,847 | $2.0M |
| Gateway Wealth Partners, LLC | 0.22% | Add +42.9% | 54,334 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +11.3% | 53,965 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 52,830 | $1.9M |
| CWS Financial Advisors, LLC | 0.50% | Add +9.2% | 51,886 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +8.4% | 51,427 | $1.8M |
| World Investment Advisors | 0.03% | Add +1.3% | 47,687 | $1.7M |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.