CGDG · Capital Group Dividend Growers ETF ETF

$38.67 -0.16 (-0.41%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 149

Total Value: $3,623,231,627

Total Shares: 96,593,754

Showing 1–100 of 149 holdings by value · page 1 of 2

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 149 13F filers · Δ vs Mar 31, 2026

Top Holder

18.8%

+2.1 pts

Top 5

57.3%

+8.7 pts

Top 10

76.2%

+10.9 pts

HHI

868

Broadly held+221

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

136

Unchanged

Holder count: -116

Institutional value: -2.8%

Shares held: -7.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega ENVESTNET ASSET MANAGEMENT INC	+1,546,549	12,307,351
Mega LPL Financial LLC	+1,488,564	12,877,932
Mega WELLS FARGO & COMPANY/MN	+1,429,574	5,843,795
Mega Capital International Investors	+844,098	18,119,994
Large MML INVESTORS SERVICES, LLC	+462,869	2,008,472

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JANE STREET GROUP, LLC	−1,096,826	142,014
Mega CITADEL ADVISORS LLC	−393,923	57,395
Mega MORGAN STANLEY	−101,983	3,945,234
Small Gateway Wealth Partners, LLC	−87,507	182,567
Mid Arkadios Wealth Advisors	−83,240	6,631

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	400,573	$15,025,493
Mega BANK OF AMERICA CORP /DE/	273,856	$10,272,338
Small Main Street Financial Solutions, LLC	119,705	$4,490,134
Small Elequin Capital, LP	93,703	$3,514,799
Mid Global Retirement Partners, LLC	62,823	$2,356,490

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large COMMONWEALTH EQUITY SERVICES, LLC	2,331,996	$83,718,656
Small Confluence Wealth Services, Inc.	2,056,892	$73,842,422
Large Cambridge Investment Research Advisors, Inc.	1,587,222	$56,981,269
Mid BENJAMIN EDWARDS INC	924,317	$33,182,980
Mid Private Advisor Group, LLC	826,492	$29,671,062

Filter: New 20 Increased 89 Reduced 28 Sold out 136 Unchanged 12

Showing 100 of 149

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Capital International Investors

$679,680,974

18.76%

18,119,994

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	18,119,994	$679,680,974	100.0%	Defined

LPL Financial LLC

$483,051,229

13.33%

12,877,932

ENVESTNET ASSET MANAGEMENT INC

$461,648,736

12.74%

12,307,351

Capital Group Private Client Services, Inc.

$232,332,551

6.41%

6,193,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	6,193,883	$232,332,551	100.0%	Defined

WELLS FARGO & COMPANY/MN

$219,200,747

6.05%

5,843,795

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	4,141	$155,328	0.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,707,545	$64,050,012	29.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	4,131,982	$154,990,644	70.7%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	127	$4,763	0.0%	Defined

RAYMOND JAMES FINANCIAL INC

$192,747,122

5.32%

5,138,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,670,007	$62,641,962	32.5%	Defined
Raymond James Financial Services Advisors, Inc.	3,451,132	$129,451,961	67.2%	Defined
RAYMOND JAMES TRUST N.A.	17,414	$653,199	0.3%	Defined

Cetera Investment Advisers

$157,793,016

4.36%

4,206,692

MORGAN STANLEY

$147,985,726

4.08%

3,945,234

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	3,945,234	$147,985,726	100.0%	Defined

ROYAL BANK OF CANADA

$104,301,616

2.88%

2,780,635

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	2,511,972	$94,224,069	90.3%	Defined
RBC Dominion Securities Inc.	21,897	$821,356	0.8%	Defined
RBC Private Counsel (USA) Inc.	518	$19,430	0.0%	Defined
RBC Trust Co (Delaware) Ltd	243,737	$9,142,574	8.8%	Defined
RBC Rochdale, LLC	2,511	$94,187	0.1%	Defined

Valmark Advisers, Inc.

$80,625,231

2.23%

2,149,433

MML INVESTORS SERVICES, LLC

$75,337,784

2.08%

2,008,472

JONES FINANCIAL COMPANIES LLLP

$71,438,132

1.97%

1,904,509

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,904,509	$71,438,132	100.0%	Sole

SEI INVESTMENTS CO

$56,996,857

1.57%

1,519,511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	1,519,511	$56,996,857	100.0%	Sole

OSAIC HOLDINGS, INC.

$54,429,860

1.50%

1,451,076

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,429,387	$53,616,306	98.5%	Defined
OSAIC INSTITUTIONS, INC.	2,716	$101,877	0.2%	Defined
Osaic Advisory Services, LLC	18,973	$711,677	1.3%	Defined

UBS Group AG

$46,793,049

1.29%

1,247,482

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,247,416	$46,790,574	100.0%	Defined
UBS AG	54	$2,025	0.0%	Defined
UBS Securities LLC	12	$450	0.0%	Defined

STIFEL FINANCIAL CORP

$35,618,932

0.98%

949,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	948,247	$35,568,744	99.9%	Defined
Stifel Independent Advisors, LLC	1,338	$50,188	0.1%	Defined

Janney Montgomery Scott LLC

$34,064,181

0.94%

908,136

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$30,280,660

0.84%

807,269

&PARTNERS

$29,456,565

0.81%

785,299

ROTHSCHILD INVESTMENT LLC

$25,599,149

0.71%

682,462

Compton Financial Group, LLC

$24,088,134

0.66%

642,179

Integrated Wealth Concepts LLC

$22,394,445

0.62%

597,026

Vestmark Advisory Solutions, Inc.

$21,440,753

0.59%

571,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
World Investment Advisors	67,244	$2,522,322	11.8%	Other
Held directly	504,357	$18,918,431	88.2%	Sole

NewEdge Advisors, LLC

$15,025,493

0.41%

400,573

Smartleaf Asset Management LLC

$14,923,391

0.41%

397,851

HARBOUR INVESTMENTS, INC.

$13,400,597

0.37%

357,254

RM Financial Services, LLC

$12,002,224

0.33%

319,974

SWEENEY & MICHEL, LLC

$10,586,147

0.29%

282,222

BANK OF AMERICA CORP /DE/

$10,272,338

0.28%

273,856

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	273,856	$10,272,338	100.0%	Defined

Orion Porfolio Solutions, LLC

$10,100,767

0.28%

269,282

CAPTRUST FINANCIAL ADVISORS

$9,318,759

0.26%

248,434

Swisher Financial Concepts, Inc.

$8,280,632

0.23%

220,758

Arax Advisory Partners

$8,185,582

0.23%

218,224

Entruity Wealth, LLC

$7,941,954

0.22%

211,729

Advance Capital Management, Inc.

$7,601,401

0.21%

202,650

Founders Financial Alliance, LLC

$7,134,552

0.20%

190,204

Stratos Wealth Partners, LTD.

$7,036,575

0.19%

187,592

Baird Financial Group, Inc.

$7,005,217

0.19%

186,756

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	186,756	$7,005,217	100.0%	Defined

Gateway Wealth Partners, LLC

$6,848,088

0.19%

182,567

Hopwood Nicholas Hunter

$6,589,981

0.18%

175,686

Equitable Holdings, Inc.

$5,814,950

0.16%

155,024

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	155,024	$5,814,950	100.0%	Defined

SILVER OAK SECURITIES, INCORPORATED

$5,673,387

0.16%

151,250

Kingsview Wealth Management, LLC

$5,586,851

0.15%

148,943

PRINCIPAL SECURITIES, INC.

$5,502,867

0.15%

146,704

Ameritas Advisory Services, LLC

$5,431,335

0.15%

144,797

Steward Partners Investment Advisory, LLC

$5,372,369

0.15%

143,225

JANE STREET GROUP, LLC

$5,326,945

0.15%

142,014

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	142,014	$5,326,945	100.0%	Defined

CENTAURUS FINANCIAL, INC.

$5,242,510

0.14%

139,763

WealthCare Investment Partners, LLC

$5,237,783

0.14%

139,637

US BANCORP \DE\

$4,879,788

0.13%

130,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
U.S. BANCORP ADVISORS, LLC	130,093	$4,879,788	100.0%	Defined

Bleakley Financial Group, LLC

$4,697,639

0.13%

125,237

Main Street Financial Solutions, LLC

$4,490,134

0.12%

119,705

BNB Wealth Management, LLC

$4,461,139

0.12%

118,932

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$4,161,772

0.11%

110,951

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	110,951	$4,161,772	100.0%	Defined

World Investment Advisors

$3,552,197

0.10%

94,700

Elequin Capital, LP

$3,514,799

0.10%

93,703

Betterment LLC

$3,506,809

0.10%

93,490

GREAT VALLEY ADVISOR GROUP, INC.

$3,505,497

0.10%

93,455

FIFTH THIRD BANCORP

$3,386,365

0.09%

90,279

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	90,279	$3,386,365	100.0%	Defined

HighPoint Advisor Group LLC

$3,356,469

0.09%

89,482

Cerity Partners LLC

$3,355,944

0.09%

89,468

ENDEAVOR PRIVATE WEALTH, INC.

$3,172,783

0.09%

84,585

NATIXIS ADVISORS, LLC

$3,080,846

0.09%

82,134

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	82,134	$3,080,846	100.0%	Defined

Mutual Advisors, LLC

$3,063,254

0.08%

81,665

SAGESPRING WEALTH PARTNERS, LLC

$2,440,513

0.07%

65,063

Global Retirement Partners, LLC

$2,356,490

0.07%

62,823

FLPUTNAM INVESTMENT MANAGEMENT CO

$2,307,390

0.06%

61,514

Allworth Financial LP

$2,236,346

0.06%

59,620

CITADEL ADVISORS LLC

$2,152,886

0.06%

57,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	57,395	$2,152,886	100.0%	Defined

Sigma Planning Corp

$2,089,982

0.06%

55,718

Geneos Wealth Management Inc.

$2,016,237

0.06%

53,752

Blueprint Investment Partners LLC

$1,944,818

0.05%

51,848

Blueprint Financial Advisors LLC

$1,929,964

0.05%

51,452

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blueprint Investment Partners LLC	51,452	$1,929,964	100.0%	Defined

Capital Analysts, LLC

$1,868,935

0.05%

49,825

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	42,287	$1,586,185	84.9%	Defined
Held directly	7,538	$282,750	15.1%	Defined

Bank of New York Mellon Corp

$1,805,993

0.05%

48,147

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Advisors, Inc.	48,145	$1,805,918	100.0%	Defined
Held directly	2	$75	0.0%	Defined

KINTRA WEALTH, LLC

$1,751,942

0.05%

46,706

HighTower Advisors, LLC

$1,632,885

0.05%

43,532

Blom & Howell Financial Planning, Inc.

$1,461,239

0.04%

38,956

Roehl & Yi Investment Advisors, LLC

$1,424,817

0.04%

37,985

Gerber Kawasaki Wealth & Investment Management

$1,352,273

0.04%

36,051

Transamerica Financial Advisors, LLC

$1,344,695

0.04%

35,849

Merited Wealth, LLC

$1,344,583

0.04%

35,846

GTS SECURITIES LLC

$1,333,930

0.04%

35,562

VICUS CAPITAL

$1,329,429

0.04%

35,442

Sanctuary Advisors, LLC

$1,243,231

0.03%

33,144

Simplicity Wealth,LLC

$1,241,243

0.03%

33,091

Rockefeller Capital Management L.P.

$1,212,998

0.03%

32,338

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	32,338	$1,212,998	100.0%	Defined

Summit Financial, LLC

$1,191,842

0.03%

31,774

D. E. Shaw & Co., Inc.

$1,107,857

0.03%

29,535

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	29,535	$1,107,857	100.0%	Defined

JPMORGAN CHASE & CO

$1,100,017

0.03%

29,326

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Private Investments Inc.	467	$17,517	1.6%	Defined
55I, LLC	28,859	$1,082,500	98.4%	Other

Financial Council, LLC

$1,088,165

0.03%

29,010

Ausdal Financial Partners, Inc.

$984,074

0.03%

26,235

Advyzon Investment Management, LLC

$957,367

0.03%

25,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Gutierrez Wealth Advisory, LLC joint	24,514	$919,520	96.0%	Other
Held directly	1,009	$37,847	4.0%	Sole

GWN SECURITIES INC.

$914,868

0.03%

24,390

Snowden Capital Advisors LLC

$901,890

0.02%

24,044

Summit Global Investments

$828,258

0.02%

22,081

AQR CAPITAL MANAGEMENT LLC

$793,148

0.02%

21,145

Diversify Advisory Services, LLC

$765,053

0.02%

20,396

Vantus Wealth LLC

$734,220

0.02%

19,574

Mariner, LLC

$719,329

0.02%

19,177