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 |
| Natixis Advisors, LLC | 0.00% | Add +59.2% | 61,770 | $2.2M |
| Trueblood Wealth Management, LLC | 0.86% | Add +8.0% | 61,208 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Add +9.8% | 59,274 | $2.1M |
| Flputnam Investment Management Co. | 0.03% | Add +2.3% | 58,097 | $2.1M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +11.5% | 57,337 | $2.1M |
| Nautilus Advisors LLC | 1.37% | Add +1.3% | 55,569 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -2.1% | 55,081 | $2.0M |
| Blueprint Investment Partners LLC | 0.20% | Add +16.0% | 54,858 | $2.0M |
| Blueprint Financial Advisors LLC | 0.29% | Add +15.7% | 54,720 | $2.0M |
| Latitude Advisors, LLC | 0.88% | Add +47.6% | 53,638 | $1.9M |
| CWS Financial Advisors, LLC | 0.49% | Add +2.2% | 53,031 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Add +18.4% | 51,704 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Add +5.0% | 49,465 | $1.8M |
| CLG LLC | 0.43% | Add +24.0% | 48,098 | $1.7M |
| SFG Wealth Management, LLC. | 0.71% | Add +18.0% | 47,951 | $1.7M |
| RFG Advisory, LLC | 0.03% | Reduce -66.4% | 47,879 | $1.7M |
| PFG Advisors | 0.08% | Add +2.0% | 46,077 | $1.7M |
| Mutual Advisors, LLC | 0.03% | Add +23.1% | 44,975 | $1.6M |
| Allworth Financial LP | 0.01% | Add +50.0% | 44,316 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | New | 44,116 | $1.6M |
| LifeGoal Investments, LLC | 0.90% | Add +0.1% | 43,596 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Add +62.6% | 42,918 | $1.5M |
| Bare Financial Services, Inc | 0.40% | Add +3.4% | 41,782 | $1.5M |
| QTR Family Wealth, LLC | 0.61% | Reduce -0.3% | 39,502 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +34.9% | 40,763 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +19.6% | 39,598 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -18.3% | 37,584 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.3% | 36,987 | $1.3M |
| Mariner, LLC | 0.00% | Add +11.2% | 36,689 | $1.3M |
| Roehl & Yi Investment Advisors, LLC | 0.47% | Add +5.5% | 36,147 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.5% | 34,268 | $1.2M |
| Capital Investment Management, Inc. | 0.42% | Add +13.0% | 34,253 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Add +11.0% | 33,113 | $1.2M |
| Aspire Growth Partners LLC | 0.79% | Add +21.4% | 32,026 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.4% | 31,907 | $1.1M |
| Summit Financial, LLC | 0.01% | Add +0.4% | 31,775 | $1.1M |
| A&I Financial Services, LLC | 0.53% | Add +5.3% | 30,998 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Reduce -10.4% | 30,987 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.57% | Add +114.9% | 30,837 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.2% | 30,078 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.09% | Add +107.0% | 29,045 | $1.0M |
| Perryman Financial Advisory Inc. | 0.15% | Add +91.2% | 28,365 | $1.0M |
| Vicus Capital | 0.07% | Add +20.7% | 27,735 | $996K |
| Security Financial Services, INC. | 0.15% | Add +13.8% | 25,691 | $922K |
| Astoria Portfolio Advisors LLC. | 0.20% | Add +26.7% | 24,824 | $915K |
| Blom & Howell Financial Planning, Inc. | 0.89% | Add +29.7% | 25,107 | $901K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +28.1% | 24,863 | $893K |
| JPMorgan Chase & Co. | 0.00% | Add +339.3% | 24,620 | $869K |
| Advyzon Investment Management, LLC | 0.07% | Add +53.8% | 23,084 | $829K |
| WealthSpring Partners, LLC | 0.75% | New | 22,902 | $822K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.6% | 22,635 | $813K |
| AQR Capital Management | 0.00% | No change | 22,395 | $804K |
| Lincoln Capital LLC | 0.15% | Add +9.8% | 22,446 | $804K |
| GWN Securities Inc. | 0.15% | Add +32.3% | 22,389 | $804K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +59.5% | 21,996 | $790K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -33.2% | 21,851 | $788K |
| Diversify Wealth Management, LLC | 0.01% | New | 20,423 | $751K |
| M.E. Allison & Co., Inc. | 0.50% | Add +38.6% | 20,904 | $750K |
| Capital Analysts, LLC | 0.02% | Add +163.0% | 20,609 | $739K |
| Financial Council, LLC | 0.28% | Add +43.1% | 20,350 | $731K |
| Westside Investment Management, Inc. | 0.11% | Add +20.4% | 19,290 | $693K |
| Gutierrez Wealth Advisory, LLC | 0.43% | Add +19.6% | 19,064 | $684K |
| Atria Investments, Inc | 0.01% | Add +174.4% | 18,923 | $679K |
| January Capital Advisors LLC | 0.91% | — | 18,728 | $672K |
| Private Trust Co. NA | 0.06% | Add +39.9% | 18,677 | $671K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +24.6% | 18,489 | $664K |
| Junk Investment Group, LLC | 0.35% | — | 18,454 | $662K |
| Synergy Investment Management, LLC | 0.22% | No change | 18,385 | $660K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +78.9% | 18,115 | $650K |
| Kintra Wealth, LLC | 0.05% | New | 18,086 | $649K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.7% | 18,006 | $646K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.5% | 17,858 | $641K |
| VestGen Advisors, LLC | 0.02% | Reduce -61.1% | 17,039 | $635K |
| RPS Advisory Solutions LLC | 0.36% | Reduce -5.6% | 17,470 | $627K |
| Summit Global Investments | 0.04% | Add +1.9% | 17,452 | $627K |
| Signature Wealth Management Group | 0.24% | Reduce -3.8% | 17,392 | $624K |
| Snowden Capital Advisors LLC | 0.02% | Add +40.1% | 16,383 | $590K |
| Renaissance Technologies | 0.00% | Reduce -44.9% | 16,200 | $582K |
| Lodestone Wealth Management LLC | 0.22% | Add +0.6% | 15,551 | $558K |
| Bank of New York Mellon Corp | 0.00% | New | 15,413 | $553K |
| Continuum Advisory, LLC | 0.05% | Reduce -3.8% | 15,298 | $549K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.3% | 15,161 | $547K |
| Regal Investment Advisors LLC | 0.03% | Add +92.9% | 14,638 | $526K |
| D. E. Shaw & Co. | 0.00% | Add +70.2% | 14,586 | $524K |
| Axxcess Wealth Management, LLC | 0.02% | New | 14,585 | $524K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.1% | 14,581 | $523K |
| IFP Advisors, Inc | 0.01% | Add +8.9% | 14,304 | $514K |
| Intrua Financial, LLC | 0.05% | Add +47.1% | 14,244 | $511K |
| Hunter Associates Investment Management LLC | 0.06% | New | 13,390 | $482K |
| Berger Financial Group, Inc | 0.03% | Add +1.6% | 13,161 | $472K |
| Trinity Wealth Management, LLC | 0.17% | Add +9.9% | 13,132 | $471K |
| First Heartland Consultants, Inc. | 0.04% | Add +37.8% | 12,888 | $463K |
| Parsonex Advisory Services, Inc. | 0.45% | Reduce -41.0% | 12,848 | $461K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -95.6% | 12,310 | $442K |
| Continental Investors Services, Inc. | 0.40% | Reduce -36.9% | 11,298 | $421K |
| AE Wealth Management LLC | 0.00% | New | 11,413 | $410K |
| Perigon Wealth Management, LLC | 0.01% | Add +23.3% | 11,154 | $400K |
| Summit Wealth Group LLC / Co. | 0.04% | Add +10.9% | 11,147 | $400K |
| Titleist Asset Management, LLC | 0.03% | Add +0.4% | 11,075 | $398K |
| Visionary Wealth Advisors | 0.02% | Add +28.9% | 10,917 | $392K |
| Sittner & Nelson, LLC | 0.14% | Add +963.8% | 10,744 | $386K |
| VestGen Investment Management | 0.21% | Reduce -4.8% | 10,520 | $378K |
| Beacon Financial Advisory LLC | 0.08% | New | 10,408 | $374K |
| MSH Capital Advisors LLC | 0.08% | Reduce -0.0% | 10,307 | $370K |
| Saxony Capital Management, LLC | 0.21% | New | 10,257 | $368K |
| Summit Investment Advisory Services, LLC | 0.13% | Add +25.0% | 9,802 | $352K |
| Balboa Wealth Partners | 0.06% | Add +26.8% | 9,742 | $350K |
| Carson Advisory Inc. | 0.17% | New | 9,191 | $330K |
| Private Client Services, LLC | 0.10% | New | 9,130 | $328K |
| Ameriflex Group, Inc. | 0.16% | Add +744.3% | 8,764 | $315K |
| Ascent Group, LLC | 0.01% | Reduce -1.2% | 8,364 | $300K |
| Bond & Devick Financial Network, Inc. | 0.08% | Reduce -2.1% | 8,342 | $299K |
| Richards, Merrill & Peterson, Inc. | 0.11% | New | 8,200 | $294K |
| Arax Advisory Partners | 0.01% | Add +171.5% | 8,023 | $288K |
| Whelan Financial | 0.09% | No change | 8,000 | $287K |
| Leo H. Evart, Inc. | 0.24% | — | 7,834 | $281K |
| GTS Securities LLC | 0.01% | Reduce -8.3% | 7,480 | $269K |
| Ascension Capital Advisors, Inc. | 0.08% | Reduce -5.2% | 7,350 | $264K |
| Strategic Blueprint, LLC | 0.02% | No change | 7,227 | $259K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -22.0% | 7,152 | $257K |
| Harpswell Capital Advisors, LLC | 0.19% | No change | 7,000 | $251K |
| Vise Technologies, Inc. | 0.00% | No change | 7,000 | $249K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -0.3% | 6,820 | $245K |
| Sunrise Financial Services, LLC | 0.17% | New | 6,773 | $243K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +5.1% | 6,720 | $241K |
| XTX Topco Ltd | 0.00% | New | 6,522 | $234K |
| Kovack Advisors, Inc. | 0.01% | Add +10.0% | 6,171 | $222K |
| Vigil Wealth Management, LLC | 0.18% | No change | 6,131 | $220K |
| Armstrong, Fleming & Moore, Inc | 0.09% | New | 6,084 | $218K |
| TCP Asset Management, LLC | 0.03% | No change | 6,026 | $216K |
| Silverlake Wealth Management LLC | 0.05% | No change | 5,972 | $214K |
| Synergy Financial Group, LTD | 0.16% | No change | 5,885 | $211K |
| Stonebridge Financial Group, LLC / MO | 0.18% | New | 5,884 | $211K |
| Mgo One Seven LLC | 0.00% | Reduce -0.7% | 5,873 | $211K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,767 | $207K |
| Cwm, LLC | 0.00% | Add +6.5% | 5,651 | $203K |
| Creative Financial Designs Inc. | 0.01% | Reduce -4.5% | 5,646 | $203K |
| KOM Wealth Management Group, LLC | 0.14% | New | 5,612 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +13.0% | 4,786 | $172K |
| Advisory Services Network, LLC | 0.00% | New | 4,674 | $168K |
| Larson Financial Group LLC | 0.00% | No change | 3,650 | $131K |
| Lanark Financial, Inc. | 0.01% | No change | 3,166 | $114K |
| Godfrey Financial Associates, Inc. | 0.09% | No change | 3,077 | $110K |
| Sunbelt Securities, Inc. | 0.01% | Add +17.3% | 2,698 | $97K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +17.9% | 2,638 | $95K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +3.7% | 1,884 | $68K |
| Motco | 0.00% | New | 1,414 | $51K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 1,400 | $50K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -38.0% | 1,053 | $38K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 885 | $32K |
| CX Institutional | 0.00% | Reduce -16.8% | 785 | $28K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | Add +7.7% | 755 | $27K |
| FMR LLC | 0.00% | Add +17075.0% | 687 | $25K |
| POM Investment Strategies, LLC | 0.02% | New | 484 | $17K |
| Founders Capital Management | 0.01% | New | 400 | $14K |
| CVA Family Office, LLC | 0.00% | New | 355 | $13K |
| Spire Wealth Management | 0.00% | No change | 274 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 262 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 257 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 157 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 137 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 125 | $5K |
| Financial Life Planners | 0.00% | New | 86 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 78 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 48 | $2K |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.