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 |
| Blueprint Financial Advisors LLC | 0.26% | Add +20.5% | 47,298 | $1.7M |
| Blueprint Investment Partners LLC | 0.18% | Add +20.5% | 47,298 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +219.6% | 47,087 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +2.3% | 45,982 | $1.6M |
| PFG Advisors | 0.08% | Add +31.0% | 45,156 | $1.6M |
| VestGen Advisors, LLC | 0.07% | Reduce -83.2% | 43,784 | $1.6M |
| Global Retirement Partners, LLC | 0.03% | Add +330.8% | 43,688 | $1.6M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -24.5% | 43,653 | $1.6M |
| LifeGoal Investments, LLC | 1.04% | Add +6.0% | 43,540 | $1.6M |
| QTR Family Wealth, LLC | 0.66% | Add +33.7% | 39,629 | $1.5M |
| SFG Wealth Management, LLC. | 0.57% | Reduce -1.9% | 40,648 | $1.4M |
| Bare Financial Services, Inc | 0.40% | Add +199.4% | 40,424 | $1.4M |
| MFA Wealth Services | 0.96% | Add +12.3% | 40,011 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 38,796 | $1.4M |
| CLG LLC | 0.34% | Add +47.3% | 38,779 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +13.5% | 37,456 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +16.1% | 36,530 | $1.3M |
| Latitude Advisors, LLC | 0.57% | Add +17.7% | 36,338 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +80.3% | 34,748 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +34.6% | 34,602 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +21.1% | 33,105 | $1.2M |
| Mariner, LLC | 0.00% | Add +51.6% | 33,001 | $1.2M |
| Roehl & Yi Investment Advisors, LLC | 0.47% | Add +2.7% | 34,276 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +278.6% | 32,691 | $1.2M |
| Summit Financial, LLC | 0.02% | Add +26.4% | 31,652 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.9% | 31,288 | $1.1M |
| Capital Investment Management, Inc. | 0.38% | — | 30,319 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +2.2% | 30,210 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +141.4% | 30,121 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Reduce -1.9% | 29,827 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -39.6% | 29,733 | $1.1M |
| Allworth Financial LP | 0.00% | Add +62.7% | 29,539 | $1.1M |
| A&I Financial Services, LLC | 0.50% | Add +3.3% | 29,439 | $1.0M |
| Renaissance Technologies | 0.00% | Add +116.2% | 29,400 | $1.0M |
| HighPoint Advisor Group LLC | 0.02% | New | 28,568 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.1% | 27,648 | $985K |
| Prospera Financial Services Inc | 0.02% | Add +45.6% | 26,399 | $941K |
| Aspire Growth Partners LLC | 0.65% | Add +0.8% | 26,385 | $940K |
| Qube Research & Technologies Ltd | 0.00% | Add +178.0% | 25,847 | $921K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +24.7% | 25,084 | $894K |
| ORG Partners LLC | 0.15% | Add +37.2% | 24,000 | $855K |
| Vicus Capital | 0.06% | Add +26.5% | 22,970 | $819K |
| Security Financial Services, INC. | 0.13% | Add +8.3% | 22,571 | $804K |
| AQR Capital Management | 0.00% | Add +30.1% | 22,395 | $798K |
| LRI Investments, LLC | 0.06% | No change | 22,000 | $784K |
| Rockefeller Capital Management L.P. | 0.00% | Add +421.0% | 21,846 | $779K |
| Parsonex Advisory Services, Inc. | 0.49% | Add +153.8% | 21,769 | $776K |
| Astoria Portfolio Advisors LLC. | 0.17% | New | 19,599 | $737K |
| Lincoln Capital LLC | 0.13% | Add +20.1% | 20,441 | $729K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +88.4% | 19,404 | $692K |
| Blom & Howell Financial Planning, Inc. | 0.69% | — | 19,361 | $690K |
| OneDigital Investment Advisors LLC | 0.01% | New | 18,694 | $666K |
| RPS Advisory Solutions LLC | 0.31% | Add +29.0% | 18,514 | $660K |
| Synergy Investment Management, LLC | 0.23% | Add +26.8% | 18,385 | $655K |
| Continental Investors Services, Inc. | 0.84% | Reduce -9.2% | 17,911 | $649K |
| Signature Wealth Management Group | 0.26% | No change | 18,080 | $644K |
| Sowell Financial Services LLC | 0.02% | Reduce -62.3% | 17,938 | $639K |
| Summit Global Investments | 0.04% | Add +8.4% | 17,135 | $611K |
| GWN Securities Inc. | 0.12% | Add +53.1% | 16,925 | $603K |
| Insigneo Advisory Services, LLC | 0.04% | Add +0.6% | 16,278 | $580K |
| Westside Investment Management, Inc. | 0.09% | Add +0.2% | 16,025 | $571K |
| Gutierrez Wealth Advisory, LLC | 0.36% | Add +34.2% | 15,934 | $568K |
| Continuum Advisory, LLC | 0.06% | Add +10.0% | 15,902 | $567K |
| Lodestone Wealth Management LLC | 0.22% | Add +2.2% | 15,453 | $551K |
| International Assets Investment Management, LLC | 0.04% | Add +13.2% | 15,206 | $542K |
| IHT Wealth Management, LLC | 0.01% | Add +40.1% | 15,202 | $542K |
| M.E. Allison & Co., Inc. | 0.37% | Add +0.0% | 15,084 | $538K |
| Advyzon Investment Management, LLC | 0.06% | New | 15,012 | $535K |
| Vantus Wealth LLC | 0.39% | — | 14,993 | $534K |
| Exencial Wealth Advisors, LLC | 0.02% | New | 14,844 | $529K |
| Perryman Financial Advisory Inc. | 0.08% | — | 14,838 | $529K |
| Compton Financial Group, LLC | 0.12% | New | 14,467 | $516K |
| Lantern Wealth Advisors, LLC | 0.27% | Add +12.3% | 14,348 | $511K |
| Financial Council, LLC | 0.20% | New | 14,217 | $507K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +32.9% | 14,034 | $500K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.3% | 13,787 | $491K |
| Private Trust Co. NA | 0.04% | Add +10.1% | 13,349 | $476K |
| IFP Advisors, Inc | 0.01% | Add +21.6% | 13,129 | $468K |
| Berger Financial Group, Inc | 0.03% | Add +1.3% | 12,951 | $462K |
| Trinity Wealth Management, LLC | 0.16% | Add +5.2% | 11,950 | $426K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.4% | 11,690 | $417K |
| VestGen Investment Management | 0.22% | Reduce -0.1% | 11,050 | $394K |
| Titleist Asset Management, LLC | 0.03% | Add +4.7% | 11,035 | $393K |
| MSH Capital Advisors LLC | 0.08% | Add +7.8% | 10,308 | $367K |
| First Trust Advisors LP | 0.00% | New | 10,167 | $362K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -43.7% | 10,127 | $361K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 10,051 | $358K |
| Intrua Financial, LLC | 0.04% | New | 9,681 | $345K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,281 | $341K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -45.4% | 9,352 | $333K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -28.5% | 9,166 | $327K |
| Perigon Wealth Management, LLC | 0.01% | New | 9,047 | $322K |
| IFG Advisory, LLC | 0.01% | New | 8,618 | $307K |
| D. E. Shaw & Co. | 0.00% | Reduce -59.1% | 8,571 | $305K |
| Bond & Devick Financial Network, Inc. | 0.09% | Add +3.5% | 8,521 | $304K |
| Visionary Wealth Advisors | 0.01% | Add +45.6% | 8,472 | $302K |
| Ascent Group, LLC | 0.01% | Add +0.7% | 8,468 | $302K |
| GTS Securities LLC | 0.01% | Reduce -12.3% | 8,153 | $291K |
| Creative Planning | 0.00% | Add +3.5% | 8,107 | $289K |
| Whelan Financial | 0.09% | New | 8,000 | $285K |
| Concorde Asset Management, LLC | 0.11% | Add +3.9% | 7,944 | $283K |
| Sard Wealth Management Group, LLC | 0.15% | No change | 7,896 | $281K |
| Summit Investment Advisory Services, LLC | 0.11% | New | 7,839 | $279K |
| Capital Analysts, LLC | 0.01% | Add +380.7% | 7,835 | $279K |
| Ascension Capital Advisors, Inc. | 0.09% | New | 7,751 | $276K |
| Balboa Wealth Partners | 0.05% | Reduce -1.5% | 7,686 | $274K |
| Regal Investment Advisors LLC | 0.02% | New | 7,587 | $270K |
| Strategic Blueprint, LLC | 0.02% | Reduce -58.5% | 7,227 | $258K |
| Harpswell Capital Advisors, LLC | 0.20% | Reduce -31.4% | 7,000 | $249K |
| Vise Technologies, Inc. | 0.00% | New | 7,000 | $249K |
| Atria Investments, Inc | 0.00% | Add +10.1% | 6,896 | $246K |
| Fourth Dimension Wealth, LLC | 0.09% | New | 6,844 | $244K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 6,395 | $228K |
| Vigil Wealth Management, LLC | 0.18% | — | 6,131 | $219K |
| TCP Asset Management, LLC | 0.04% | No change | 6,026 | $215K |
| Silverlake Wealth Management LLC | 0.05% | New | 5,972 | $213K |
| Mgo One Seven LLC | 0.00% | New | 5,914 | $211K |
| Creative Financial Designs Inc. | 0.01% | Add +13.8% | 5,913 | $211K |
| Synergy Financial Group, LTD | 0.15% | No change | 5,885 | $210K |
| Kovack Advisors, Inc. | 0.01% | New | 5,612 | $200K |
| JPMorgan Chase & Co. | 0.00% | Add +34.5% | 5,604 | $200K |
| Cwm, LLC | 0.00% | Reduce -3.0% | 5,304 | $189K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -24.8% | 4,236 | $151K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +3.5% | 3,675 | $131K |
| Larson Financial Group LLC | 0.00% | No change | 3,650 | $130K |
| Root Financial Partners, LLC | 0.01% | New | 3,500 | $125K |
| Lanark Financial, Inc. | 0.01% | Reduce -9.7% | 3,166 | $113K |
| Godfrey Financial Associates, Inc. | 0.09% | — | 3,077 | $110K |
| Arax Advisory Partners | 0.00% | Add +919.0% | 2,955 | $105K |
| Flagship Harbor Advisors, LLC | 0.00% | Reduce -69.9% | 2,932 | $105K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,300 | $82K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 2,238 | $80K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +53.4% | 1,816 | $65K |
| Ancora Advisors LLC | 0.00% | Add +28.7% | 1,794 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Add +29.4% | 1,699 | $61K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $47K |
| Bank of America Corp. | 0.00% | Add +216.3% | 1,183 | $42K |
| Sittner & Nelson, LLC | 0.01% | No change | 1,010 | $38K |
| Ameriflex Group, Inc. | 0.02% | Add +9.7% | 1,038 | $37K |
| CX Institutional | 0.00% | Add +21.4% | 943 | $34K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 885 | $32K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 701 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 696 | $25K |
| Spire Wealth Management | 0.00% | Add +1.1% | 274 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 262 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 257 | $9K |
| CENTRAL TRUST Co | 0.00% | New | 137 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 125 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 78 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 48 | $2K |
| FMR LLC | 0.00% | New | 4 | $143 |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.