Cap Group Dividend GrowersCGDGETF
13F holders, Q2 2026 (June 30)280holders +14
29new positions
15sold out
3famous investors
$37.52avg. 13F price*
At the end of Q2 2026, 280 institutions reported holding Cap Group Dividend Growers (CGDG) in their 13F filings, up 14 from Q1 2026. 29 opened new positions and 15 sold out. The largest holders were Capital International Investors ($679.7M), LPL Financial LLC ($483.1M) and Envestnet Asset Management Inc. ($461.6M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Dividend Growers
- Filed as
- CAPITAL GROUP DIVIDEND GROWE (Q2 2026)
- CUSIP
- 14021L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $21.7M |
| Exits | 15 | $23.4M |
All 13F filers, Q1 2026 → Q2 2026: 12,670,286 shares bought and 2,891,909 shares sold, net +9,778,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Capital International Investors | 0.14% | Add +4.9% | 18,119,994 | $679.7M |
| LPL Financial LLC | 0.11% | Add +13.1% | 12,877,932 | $483.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +14.4% | 12,307,351 | $461.6M |
| Capital Group Private Client Services, Inc. | 3.28% | Add +4.3% | 6,193,883 | $232.3M |
| Wells Fargo & Company | 0.04% | Add +32.4% | 5,843,795 | $219.2M |
| Raymond James Financial Inc. | 0.05% | Add +0.8% | 5,138,553 | $192.7M |
| Cetera Investment Advisers | 0.14% | Add +8.7% | 4,206,692 | $157.8M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 3,945,234 | $148.0M |
| Confluence Wealth Services, Inc. | 3.49% | Add +58.1% | 3,252,599 | $122.0M |
| Royal Bank of Canada | 0.02% | Add +7.0% | 2,780,635 | $104.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +10.2% | 2,569,037 | $96.4M |
| Valmark Advisers, Inc. | 0.86% | Add +3.4% | 2,149,433 | $80.6M |
| MML Investors Services, LLC | 0.15% | Add +29.9% | 2,008,472 | $75.3M |
| Jones Financial Companies LLLP | 0.03% | Add +22.8% | 1,904,509 | $71.4M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +4.1% | 1,652,776 | $62.0M |
| Sei Investments Co. | 0.05% | Add +27.9% | 1,519,511 | $57.0M |
| Osaic Holdings, Inc. | 0.06% | Add +20.7% | 1,451,076 | $54.4M |
| UBS Group AG | 0.01% | Add +10.4% | 1,247,482 | $46.8M |
| Benjamin Edwards Inc. | 0.41% | Add +29.1% | 1,193,341 | $44.8M |
| Stifel Financial Corp. | 0.03% | Add +20.2% | 949,585 | $35.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +20.5% | 908,136 | $34.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1.0% | 807,269 | $30.3M |
| &partners | 0.12% | Add +22.2% | 785,299 | $29.5M |
| J. Derek Lewis & Associates Inc. | 5.39% | Add +12.4% | 760,192 | $28.5M |
| Rothschild Investment LLC | 0.96% | Add +3.3% | 682,462 | $25.6M |
| Assetmark, Inc. | 0.04% | Add +8.2% | 677,053 | $25.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -19.2% | 668,071 | $25.1M |
| Compton Financial Group, LLC | 4.64% | Add +114.5% | 642,179 | $24.1M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +4.2% | 571,601 | $21.4M |
| Onyx Bridge Wealth Group LLC | 1.48% | Add +3.1% | 437,428 | $16.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +34.8% | 427,680 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +16.5% | 402,980 | $15.1M |
| Smartleaf Asset Management LLC | 0.49% | No change | 397,851 | $15.1M |
| NewEdge Advisors, LLC | 0.04% | Add +21.2% | 400,573 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.6% | 364,737 | $13.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.6% | 366,288 | $13.7M |
| Harbour Investments, Inc. | 0.18% | Reduce -1.9% | 357,254 | $13.4M |
| RM Financial Services, LLC | 8.92% | Add +4.0% | 319,974 | $12.0M |
| Boyer Financial Services, Inc. | 10.13% | Add +6.6% | 316,839 | $12.0M |
| Sweeney & Michel, LLC | 2.89% | Reduce -1.4% | 282,222 | $11.0M |
| Bank of America Corp. | 0.00% | New | 273,856 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -2.5% | 269,282 | $10.1M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +7.4% | 262,721 | $9.9M |
| Captrust Financial Advisors | 0.01% | Add +7.0% | 248,434 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +2.0% | 229,567 | $8.6M |
| Apollon Wealth Management, LLC | 0.10% | Add +21.5% | 227,691 | $8.5M |
| Swisher Financial Concepts, Inc. | 5.22% | Reduce -0.7% | 220,758 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +16.9% | 218,709 | $8.2M |
| Arax Advisory Partners | 0.05% | Add +2620.0% | 218,224 | $8.2M |
| Entruity Wealth, LLC | 5.14% | Reduce -2.4% | 211,729 | $7.9M |
| Advance Capital Management, Inc. | 0.25% | Reduce -3.8% | 202,650 | $7.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -4.1% | 193,720 | $7.3M |
| Founders Financial Alliance, LLC | 0.95% | Add +6.3% | 190,204 | $7.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +6.5% | 187,592 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Add +27.4% | 186,756 | $7.0M |
| Gateway Wealth Partners, LLC | 0.41% | Reduce -32.4% | 182,567 | $6.8M |
| NavPoint Financial, Inc. | 2.54% | Add +13.1% | 182,533 | $6.8M |
| Hopwood Nicholas Hunter | 1.81% | Add +8.7% | 175,686 | $6.6M |
| Equitable Holdings, Inc. | 0.03% | Add +7.0% | 155,024 | $5.8M |
| Silver Oak Securities, Incorporated | 0.34% | Add +23.7% | 151,250 | $5.7M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -27.9% | 148,943 | $5.6M |
| Principal Securities, Inc. | 0.07% | Add +8.7% | 146,704 | $5.5M |
| Ameritas Advisory Services, LLC | 0.11% | Add +59.6% | 144,797 | $5.4M |
| Founders Financial Securities LLC | 0.28% | Reduce -2.7% | 144,349 | $5.4M |
| BlueChip Wealth Advisors LLC | 2.05% | Add +0.7% | 143,983 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -16.3% | 143,225 | $5.4M |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 142,014 | $5.3M |
| D.A. Davidson & Co. | 0.03% | Add +0.8% | 140,548 | $5.3M |
| Centaurus Financial, Inc. | 0.20% | Add +5.3% | 139,763 | $5.2M |
| WealthCare Investment Partners, LLC | 1.27% | Add +0.3% | 139,637 | $5.2M |
| US Bancorp \de | 0.01% | Add +18.1% | 130,093 | $4.9M |
| Bleakley Financial Group, LLC | 0.06% | Add +53.4% | 125,237 | $4.7M |
| LongView Wealth Management | 1.16% | Add +3.3% | 120,849 | $4.5M |
| Main Street Financial Solutions, LLC | 0.29% | Reduce -1.5% | 119,705 | $4.5M |
| Shira Ridge Wealth Management | 1.56% | Add +6.4% | 119,166 | $4.5M |
| BNB Wealth Management, LLC | 2.44% | Reduce -3.0% | 118,932 | $4.5M |
| Jacobi Capital Management LLC | 0.21% | Add +31.3% | 112,322 | $4.2M |
| Venture Visionary Partners LLC | 0.12% | Add +37.0% | 111,926 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 110,951 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +8.3% | 110,868 | $4.2M |
| Stephens Inc. | 0.04% | Reduce -0.8% | 105,246 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.30% | Add +0.7% | 94,017 | $3.5M |
| Elequin Capital, LP | 0.61% | New | 93,703 | $3.5M |
| Betterment LLC | 0.01% | Add +23.8% | 93,490 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +7.3% | 93,455 | $3.5M |
| World Investment Advisors | 0.06% | Reduce -0.6% | 94,700 | $3.4M |
| Fifth Third Bancorp | 0.01% | Add +4.4% | 90,279 | $3.4M |
| HighPoint Advisor Group LLC | 0.12% | Add +8.1% | 89,482 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +2.9% | 89,468 | $3.4M |
| National Wealth Management Group, LLC | 1.00% | Reduce -20.3% | 86,138 | $3.2M |
| Endeavor Private Wealth, Inc. | 0.78% | Add +3.4% | 84,585 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +39.7% | 82,803 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +33.0% | 82,134 | $3.1M |
| Mutual Advisors, LLC | 0.06% | Add +81.6% | 81,665 | $3.1M |
| Sovran Advisors, LLC | 0.22% | Add +23.0% | 77,152 | $3.0M |
| Seamount Financial Group Inc. | 1.17% | Add +3.1% | 77,344 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -49.3% | 68,073 | $2.6M |
| Tempus Wealth Planning, LLC | 0.50% | Add +2.5% | 67,781 | $2.5M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +13.5% | 65,063 | $2.4M |
| Trueblood Wealth Management, LLC | 0.84% | Add +4.8% | 64,157 | $2.4M |
| Latitude Advisors, LLC | 0.95% | Add +18.7% | 63,663 | $2.4M |
| MFA Wealth Services | 1.42% | Reduce -3.4% | 63,408 | $2.4M |
| Global Retirement Partners, LLC | 0.04% | — | 62,823 | $2.4M |
| Flputnam Investment Management Co. | 0.03% | Add +5.9% | 61,514 | $2.3M |
| Allworth Financial LP | 0.01% | Add +34.5% | 59,620 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -87.3% | 57,395 | $2.2M |
| Nautilus Advisors LLC | 1.24% | Add +0.5% | 55,830 | $2.1M |
| Sigma Planning Corp | 0.05% | Add +36.7% | 55,718 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +0.4% | 55,303 | $2.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +8.7% | 53,752 | $2.0M |
| CWS Financial Advisors, LLC | 0.44% | Reduce -0.2% | 52,919 | $2.0M |
| Koshinski Asset Management, Inc. | 0.10% | Add +0.8% | 52,099 | $2.0M |
| Blueprint Investment Partners LLC | 0.16% | Reduce -5.5% | 51,848 | $1.9M |
| Blueprint Financial Advisors LLC | 0.21% | Reduce -6.0% | 51,452 | $1.9M |
| PFG Advisors | 0.10% | Add +9.7% | 50,560 | $1.9M |
| Capital Analysts, LLC | 0.04% | Add +141.8% | 49,825 | $1.9M |
| RFG Advisory, LLC | 0.03% | Add +3.0% | 49,316 | $1.8M |
| CLG LLC | 0.40% | Add +1.2% | 48,669 | $1.8M |
| Kintra Wealth, LLC | 0.10% | Add +158.2% | 46,706 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +212.4% | 48,147 | $1.8M |
| Farther Finance Advisors, LLC | 0.01% | Add +107.4% | 45,324 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 44,239 | $1.7M |
| Gateway Investment Advisers LLC | 0.02% | No change | 44,116 | $1.7M |
| Capital Investment Management, Inc. | 0.51% | Add +28.6% | 44,040 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +9.9% | 43,532 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Add +0.8% | 43,271 | $1.6M |
| QTR Family Wealth, LLC | 0.56% | Add +8.5% | 42,866 | $1.6M |
| Bare Financial Services, Inc | 0.36% | No change | 41,782 | $1.6M |
| LifeGoal Investments, LLC | 0.70% | Reduce -6.5% | 40,783 | $1.5M |
| Aspire Growth Partners LLC | 0.86% | Add +22.9% | 39,349 | $1.5M |
| Blom & Howell Financial Planning, Inc. | 1.22% | Add +55.2% | 38,956 | $1.5M |
| Lantern Wealth Advisors, LLC | 0.64% | Add +21.0% | 37,313 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.3% | 37,107 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +0.0% | 36,993 | $1.4M |
| R2 Capital Strategies, LLC | 0.62% | — | 36,592 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.45% | Add +5.1% | 37,985 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.12% | Add +23.4% | 35,849 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -4.1% | 36,051 | $1.4M |
| Merited Wealth, LLC | 0.95% | Reduce -59.3% | 35,846 | $1.3M |
| GTS Securities LLC | 0.03% | Add +375.4% | 35,562 | $1.3M |
| Vicus Capital | 0.09% | Add +27.8% | 35,442 | $1.3M |
| Lincoln Capital LLC | 0.23% | Add +53.7% | 34,501 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.21% | Add +35.5% | 33,646 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.9% | 33,144 | $1.2M |
| Simplicity Wealth,LLC | 0.04% | Reduce -0.1% | 33,091 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Add +5.0% | 32,525 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +42.9% | 32,338 | $1.2M |
| Summit Financial, LLC | 0.01% | Reduce 0.0% | 31,774 | $1.2M |
| A&I Financial Services, LLC | 0.51% | Add +0.8% | 31,256 | $1.2M |
| Perryman Financial Advisory Inc. | 0.16% | Add +9.6% | 31,085 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.1% | 29,761 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 29,326 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +102.5% | 29,535 | $1.1M |
| Financial Council, LLC | 0.35% | Add +42.6% | 29,010 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +46.8% | 27,770 | $1.0M |
| M.E. Allison & Co., Inc. | 0.59% | Add +30.9% | 27,365 | $1.0M |
| Security Financial Services, INC. | 0.14% | Add +2.3% | 26,280 | $986K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +5.5% | 26,235 | $984K |
| Private Client Services, LLC | 0.26% | Add +187.2% | 26,220 | $984K |
| Advyzon Investment Management, LLC | 0.07% | Add +10.6% | 25,523 | $957K |
| IFP Advisors, Inc | 0.02% | Add +71.9% | 24,583 | $922K |
| GWN Securities Inc. | 0.15% | Add +8.9% | 24,390 | $915K |
| Snowden Capital Advisors LLC | 0.02% | Add +46.8% | 24,044 | $911K |
| Westside Investment Management, Inc. | 0.12% | Add +22.4% | 23,615 | $886K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.6% | 22,350 | $838K |
| Summit Global Investments | 0.05% | Add +26.5% | 22,081 | $828K |
| AQR Capital Management | 0.00% | Reduce -5.6% | 21,145 | $793K |
| Diversify Advisory Services, LLC | 0.01% | New | 20,396 | $780K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.1% | 20,396 | $780K |
| Vantus Wealth LLC | 0.39% | — | 19,574 | $734K |
| Mariner, LLC | 0.00% | Reduce -47.7% | 19,177 | $719K |
| Gutierrez Wealth Advisory, LLC | 0.42% | Add +0.6% | 19,170 | $719K |
| Hunter Associates Investment Management LLC | 0.08% | Add +40.5% | 18,818 | $708K |
| January Capital Advisors LLC | 0.59% | Add +0.3% | 18,782 | $705K |
| Savant Capital, LLC | 0.00% | New | 17,924 | $693K |
| Junk Investment Group, LLC | 0.31% | Add +0.0% | 18,459 | $692K |
| Synergy Investment Management, LLC | 0.17% | No change | 18,385 | $690K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 18,170 | $682K |
| IFG Advisory, LLC | 0.02% | New | 18,142 | $680K |
| Private Trust Co. NA | 0.05% | Reduce -3.0% | 18,125 | $680K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 18,007 | $675K |
| Regal Investment Advisors LLC | 0.03% | Add +19.4% | 17,473 | $655K |
| VestGen Advisors, LLC | 0.02% | Reduce -0.1% | 17,013 | $638K |
| Sittner & Nelson, LLC | 0.19% | Add +52.1% | 16,339 | $613K |
| Sowell Financial Services LLC | 0.02% | Reduce -13.7% | 15,414 | $578K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.6% | 15,110 | $567K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.1% | 14,996 | $560K |
| Beacon Financial Advisory LLC | 0.11% | Add +41.2% | 14,695 | $551K |
| Continuum Advisory, LLC | 0.04% | Reduce -4.3% | 14,639 | $549K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 14,632 | $549K |
| Intrua Financial, LLC | 0.05% | Reduce -0.2% | 14,211 | $533K |
| Lodestone Wealth Management LLC | 0.18% | Reduce -10.5% | 13,915 | $522K |
| First Heartland Consultants, Inc. | 0.03% | Add +7.7% | 13,882 | $521K |
| Trinity Wealth Management, LLC | 0.16% | Add +2.1% | 13,403 | $503K |
| Perigon Wealth Management, LLC | 0.01% | Add +19.9% | 13,376 | $502K |
| Puff Wealth Management, LLC | 0.51% | — | 13,285 | $498K |
| Berger Financial Group, Inc | 0.03% | Add +0.2% | 13,182 | $494K |
| Capital Investment Advisory Services, LLC | 0.03% | New | 12,881 | $483K |
| Parsonex Advisory Services, Inc. | 0.42% | No change | 12,848 | $482K |
| MSH Capital Advisors LLC | 0.08% | Add +16.8% | 12,043 | $452K |
| Visionary Wealth Advisors | 0.02% | Add +9.2% | 11,921 | $447K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.9% | 11,829 | $444K |
| VestGen Investment Management | 0.23% | Add +9.9% | 11,565 | $434K |
| Summit Wealth Group LLC / Co. | 0.04% | Add +3.1% | 11,497 | $431K |
| Titleist Asset Management, LLC | 0.03% | Reduce -3.9% | 10,647 | $399K |
| Vise Technologies, Inc. | 0.00% | Add +51.7% | 10,617 | $398K |
| Saxony Capital Management, LLC | 0.18% | Add +1.7% | 10,432 | $391K |
| Langley Wealth Management, LLC | 0.36% | — | 9,861 | $370K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +0.1% | 9,815 | $368K |
| Carson Advisory Inc. | 0.16% | Add +3.4% | 9,505 | $357K |
| Professional Financial Advisors, LLC | 0.06% | New | 9,428 | $354K |
| StoneX Group Inc. | 0.01% | New | 9,408 | $353K |
| Leo H. Evart, Inc. | 0.27% | Add +16.9% | 9,161 | $344K |
| Brookwood Investment Group LLC | 0.04% | New | 9,157 | $343K |
| Richards, Merrill & Peterson, Inc. | 0.11% | Add +11.0% | 9,100 | $341K |
| Ascent Group, LLC | 0.01% | Add +8.1% | 9,044 | $339K |
| Flow Traders U.S. LLC | 0.01% | New | 8,980 | $337K |
| Ameriflex Group, Inc. | 0.14% | Add +2.0% | 8,943 | $335K |
| Balboa Wealth Partners | 0.04% | Reduce -10.7% | 8,702 | $326K |
| Bond & Devick Financial Network, Inc. | 0.07% | Reduce -3.2% | 8,073 | $303K |
| Whelan Financial | 0.08% | No change | 8,000 | $300K |
| Armstrong, Fleming & Moore, Inc | 0.09% | Add +24.9% | 7,601 | $285K |
| Sunrise Financial Services, LLC | 0.17% | Add +10.0% | 7,450 | $279K |
| Keystone Financial Group | 0.02% | New | 7,391 | $277K |
| Ascension Capital Advisors, Inc. | 0.08% | No change | 7,350 | $276K |
| BlackRock, Inc. | 0.00% | New | 7,294 | $274K |
| Strategic Blueprint, LLC | 0.01% | No change | 7,227 | $271K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.2% | 7,168 | $269K |
| Harpswell Capital Advisors, LLC | 0.17% | No change | 7,000 | $263K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.0% | 6,723 | $252K |
| Arkadios Wealth Advisors | 0.00% | Reduce -92.6% | 6,631 | $249K |
| TCFG Investment Advisors, LLC | 0.08% | New | 6,444 | $242K |
| Kovack Advisors, Inc. | 0.01% | Add +4.3% | 6,433 | $240K |
| Florida Financial Advisors, LLC | 0.04% | New | 6,377 | $239K |
| Oppenheimer & Co. Inc. | 0.00% | Add +10.5% | 6,373 | $239K |
| Wealthcare Capital Partners, LLC | 0.10% | New | 6,229 | $234K |
| XTX Topco Ltd | 0.00% | Reduce -4.5% | 6,228 | $234K |
| Belpointe Asset Management LLC | 0.01% | New | 6,170 | $231K |
| Vigil Wealth Management, LLC | 0.16% | No change | 6,131 | $230K |
| TCP Asset Management, LLC | 0.03% | No change | 6,026 | $226K |
| Silverlake Wealth Management LLC | 0.04% | Add +0.1% | 5,977 | $224K |
| Creative Financial Designs Inc. | 0.01% | Add +4.8% | 5,915 | $222K |
| Synergy Financial Group, LTD | 0.16% | No change | 5,885 | $221K |
| Mgo One Seven LLC | 0.00% | Add +0.2% | 5,885 | $221K |
| Stonebridge Financial Group, LLC / MO | 0.15% | No change | 5,884 | $221K |
| KOM Wealth Management Group, LLC | 0.13% | Add +4.3% | 5,854 | $220K |
| Victory Financial Group, LLC | 0.02% | New | 5,775 | $217K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -19.0% | 5,523 | $207K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.2% | 4,794 | $180K |
| Larson Financial Group LLC | 0.00% | No change | 3,650 | $137K |
| Silver Grove Financial Group, Inc. | 0.07% | New | 3,324 | $125K |
| AdvisorNet Financial, Inc | 0.01% | Add +209.4% | 3,258 | $122K |
| GAMMA Investing LLC | 0.00% | New | 3,178 | $119K |
| Lanark Financial, Inc. | 0.01% | No change | 3,166 | $119K |
| Godfrey Financial Associates, Inc. | 0.09% | Add +1.8% | 3,131 | $117K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 2,638 | $99K |
| Colonial Trust Co / SC | 0.01% | New | 2,542 | $96K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 1,845 | $69K |
| CX Institutional | 0.00% | Add +121.3% | 1,737 | $65K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,400 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,342 | $50K |
| Arvest Investments, Inc. | 0.01% | No change | 1,330 | $50K |
| FMR LLC | 0.00% | Add +32.5% | 910 | $34K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 755 | $28K |
| CoreCap Advisors, LLC | 0.00% | Add +1458.3% | 748 | $28K |
| StrongBox Wealth, LLC | 0.01% | New | 680 | $26K |
| Cape Investment Advisory, Inc. | 0.00% | New | 450 | $17K |
| JPL Wealth Management, LLC | 0.00% | New | 442 | $17K |
| Founders Capital Management | 0.01% | No change | 400 | $15K |
| Fiduciary Financial Advisors | 0.00% | New | 384 | $14K |
| Spire Wealth Management | 0.00% | Add +35.8% | 372 | $14K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 262 | $10K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 257 | $10K |
| Vima LLC | 0.01% | — | 200 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 137 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 125 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 78 | $3K |
| Financial Perspectives, Inc | 0.00% | New | 59 | $2K |
| Trust Co | 0.00% | New | 30 | $1K |
| Key Financial Inc | 0.00% | New | 28 | $1K |
"% of holder's portfolio" is CGDG's weight in each manager's 13F, not the share of Cap Group Dividend Growers the manager owns.