Cap Group Dividend GrowersCGDGETF
13F holders, Q1 2026 (March 31)266holders +15
34new positions
17sold out
4famous investors
$35.90avg. 13F price*
At the end of Q1 2026, 266 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 15 from Q4 2025. 34 opened new positions and 17 sold out. The largest holders were Capital International Investors ($620.2M), LPL Financial LLC ($408.9M) and Envestnet Asset Management Inc. ($386.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q1 2026)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $46.4M |
| Exits | 17 | $36.0M |
All 13F filers, Q4 2025 → Q1 2026: 17,315,137 shares bought and 6,970,133 shares sold, net +10,345,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Capital International Investors | 0.15% | Add +0.1% | 17,275,896 | $620.2M |
| LPL Financial LLC | 0.11% | Add +18.0% | 11,389,368 | $408.9M |
| Envestnet Asset Management Inc. | 0.10% | Add +15.9% | 10,760,802 | $386.3M |
| Capital Group Private Client Services, Inc. | 3.59% | Add +14.6% | 5,937,518 | $213.2M |
| Raymond James Financial Inc. | 0.06% | Add +22.6% | 5,099,401 | $183.1M |
| Wells Fargo & Company | 0.03% | Add +60.2% | 4,414,221 | $158.5M |
| Morgan Stanley | 0.01% | Add +42.9% | 4,047,217 | $145.3M |
| Cetera Investment Advisers | 0.15% | Add +20.1% | 3,870,449 | $138.9M |
| Royal Bank of Canada | 0.02% | Add +11.4% | 2,597,678 | $93.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +10.2% | 2,331,996 | $83.7M |
| Valmark Advisers, Inc. | 0.89% | Add +186.1% | 2,079,344 | $74.6M |
| Confluence Wealth Services, Inc. | 2.86% | Add +4.7% | 2,056,892 | $73.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +19.3% | 1,587,222 | $57.0M |
| MML Investors Services, LLC | 0.15% | Add +1.9% | 1,545,603 | $55.5M |
| Jones Financial Companies LLLP | 0.03% | Add +45.5% | 1,551,074 | $54.5M |
| Jane Street Group, LLC | 0.05% | Add +29.1% | 1,238,840 | $44.5M |
| Osaic Holdings, Inc. | 0.06% | Add +19.3% | 1,202,374 | $43.2M |
| Sei Investments Co. | 0.04% | Add +36.5% | 1,188,191 | $42.7M |
| UBS Group AG | 0.01% | Add +21.4% | 1,130,011 | $40.6M |
| Benjamin Edwards Inc. | 0.33% | Add +24.3% | 924,317 | $33.2M |
| Private Advisor Group, LLC | 0.14% | Add +5.0% | 826,492 | $29.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.0% | 799,288 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +34.4% | 790,074 | $28.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +42.7% | 753,833 | $27.1M |
| J. Derek Lewis & Associates Inc. | 5.47% | Add +20.0% | 676,165 | $24.3M |
| Rothschild Investment LLC | 1.24% | Add +10.9% | 660,932 | $23.7M |
| &partners | 0.11% | Add +22.2% | 642,485 | $23.1M |
| Assetmark, Inc. | 0.05% | Add +10.8% | 625,780 | $22.5M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +17.8% | 548,627 | $19.7M |
| Citadel Advisors | 0.01% | New | 451,318 | $16.2M |
| Onyx Bridge Wealth Group LLC | 1.64% | Add +2.3% | 424,066 | $15.2M |
| Smartleaf Asset Management LLC | 0.51% | Add +3.2% | 397,851 | $14.0M |
| Harbour Investments, Inc. | 0.20% | Add +37.6% | 364,196 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +102.1% | 348,655 | $12.6M |
| Truist Financial Corp. | 0.02% | Add +20.4% | 345,917 | $12.4M |
| Susquehanna International Group, LLP | 0.02% | Add +540.5% | 338,371 | $12.1M |
| NewEdge Advisors, LLC | 0.04% | Add +34.9% | 330,560 | $11.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +109.4% | 317,362 | $11.4M |
| RM Financial Services, LLC | 9.52% | Reduce -0.1% | 307,640 | $11.0M |
| Compton Financial Group, LLC | 2.37% | Add +1969.0% | 299,323 | $10.7M |
| Boyer Financial Services, Inc. | 11.31% | Add +4.5% | 297,169 | $10.7M |
| Sweeney & Michel, LLC | 3.13% | Add +1.3% | 286,127 | $10.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +31.2% | 291,513 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +6.4% | 276,053 | $9.9M |
| Gateway Wealth Partners, LLC | 0.38% | Add +397.1% | 270,074 | $9.7M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +12.3% | 244,580 | $8.8M |
| Captrust Financial Advisors | 0.01% | Add +4.6% | 232,082 | $8.3M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -48.4% | 225,044 | $8.1M |
| Swisher Financial Concepts, Inc. | 4.47% | Add +6.5% | 222,399 | $8.0M |
| Entruity Wealth, LLC | 5.28% | Add +8.7% | 216,837 | $7.8M |
| Advance Capital Management, Inc. | 0.29% | Reduce -96.1% | 210,626 | $7.6M |
| Kingsview Wealth Management, LLC | 0.10% | Add +42.0% | 206,457 | $7.4M |
| Merit Financial Group, LLC | 0.05% | Add +1.6% | 201,990 | $7.3M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +9.7% | 189,803 | $6.8M |
| Apollon Wealth Management, LLC | 0.11% | Add +30.5% | 187,357 | $6.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -0.3% | 187,036 | $6.7M |
| Founders Financial Alliance, LLC | 1.16% | Add +7.9% | 178,900 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +7.3% | 176,078 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +49.7% | 171,022 | $6.1M |
| Hopwood Nicholas Hunter | 1.85% | Add +6.6% | 161,687 | $5.8M |
| NavPoint Financial, Inc. | 2.34% | Add +20.8% | 161,369 | $5.8M |
| Founders Financial Securities LLC | 0.31% | Add +3.3% | 148,300 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -14.1% | 146,603 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +71.7% | 144,929 | $5.2M |
| BlueChip Wealth Advisors LLC | 2.25% | Reduce -10.1% | 143,026 | $5.1M |
| D.A. Davidson & Co. | 0.03% | Add +2.0% | 139,407 | $5.0M |
| WealthCare Investment Partners, LLC | 1.38% | Reduce -0.7% | 139,160 | $5.0M |
| Principal Securities, Inc. | 0.07% | Add +15.3% | 135,000 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +345.4% | 134,148 | $4.8M |
| Centaurus Financial, Inc. | 0.23% | Add +2.1% | 132,755 | $4.8M |
| BNB Wealth Management, LLC | 2.83% | Add +8.1% | 122,655 | $4.4M |
| Silver Oak Securities, Incorporated | 0.32% | New | 122,302 | $4.4M |
| Main Street Financial Solutions, LLC | 0.32% | Add +64.8% | 121,558 | $4.4M |
| LongView Wealth Management | 1.10% | Add +1.8% | 116,955 | $4.4M |
| Independent Advisor Alliance | 0.04% | New | 116,581 | $4.2M |
| Shira Ridge Wealth Management | 1.59% | Add +67.3% | 112,023 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 110,951 | $4.0M |
| US Bancorp \de | 0.00% | Add +8.7% | 110,107 | $4.0M |
| National Wealth Management Group, LLC | 1.45% | Add +8.7% | 108,087 | $3.9M |
| Stephens Inc. | 0.05% | Add +0.4% | 106,143 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Add +20.6% | 102,398 | $3.7M |
| World Investment Advisors | 0.06% | Add +99.8% | 95,298 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.41% | Add +2.6% | 93,353 | $3.4M |
| Ameritas Advisory Services, LLC | 0.13% | Add +4.5% | 90,734 | $3.3M |
| Arkadios Wealth Advisors | 0.05% | New | 89,871 | $3.2M |
| Merited Wealth, LLC | 2.62% | Add +6.5% | 88,108 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +247.3% | 87,120 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +6.2% | 86,922 | $3.1M |
| Fifth Third Bancorp | 0.01% | New | 86,491 | $3.1M |
| Jacobi Capital Management LLC | 0.17% | Add +7.4% | 85,521 | $3.1M |
| HighPoint Advisor Group LLC | 0.12% | Add +189.7% | 82,770 | $3.0M |
| Endeavor Private Wealth, Inc. | 0.85% | Add +5.4% | 81,789 | $2.9M |
| Venture Visionary Partners LLC | 0.10% | Add +4.8% | 81,690 | $2.9M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -40.0% | 81,625 | $2.9M |
| Betterment LLC | 0.01% | Reduce -9.8% | 75,490 | $2.7M |
| Seamount Financial Group Inc. | 1.21% | Add +9.6% | 75,046 | $2.7M |
| Tempus Wealth Planning, LLC | 0.55% | Add +0.4% | 66,145 | $2.4M |
| MFA Wealth Services | 1.56% | Add +64.1% | 65,653 | $2.4M |
| Sovran Advisors, LLC | 0.18% | Add +0.4% | 62,741 | $2.3M |
| Quadrature Capital Ltd | 0.03% | New | 61,948 | $2.2M |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.