CAP GROUP DIVIDEND GROWERS CGDG
$37.88
+1.5% 52w: $31.86 – $37.88
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data31.8634.8737.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
263
+14 QoQ
13F value
$3.73B
+11.5% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $312K puts
Institutional value by quarter
Number of holders
Who owns CGDG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital International Investors | Long only active | 17.3M | $620.2M | 0.1% | +0.1% |
| LPL Financial LLC | Bank broker | 11.4M | $408.9M | 0.1% | +18.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 10.8M | $386.3M | 0.1% | +15.9% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 5.9M | $213.2M | 3.6% | +14.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.1M | $183.1M | 0.1% | +22.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.4M | $158.5M | 0.0% | +60.2% |
| MORGAN STANLEY | Bank broker | 4.0M | $145.3M | 0.0% | +42.9% |
| Cetera Investment Advisers | Wealth advisor | 3.9M | $138.9M | 0.1% | +20.1% |
| ROYAL BANK OF CANADA | Bank broker | 2.6M | $93.3M | 0.0% | +11.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.3M | $83.7M | 0.1% | +10.2% |
| Valmark Advisers, Inc. | Wealth advisor | 2.1M | $74.6M | 0.9% | +186.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 2.1M | $73.8M | 2.9% | +4.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.6M | $57.0M | 0.1% | +19.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.5M | $55.5M | 0.2% | +1.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.6M | $54.5M | 0.0% | +45.5% |
| JANE STREET GROUP, LLC | Market maker | 1.2M | $44.5M | 0.0% | +29.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $43.2M | 0.1% | +19.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.2M | $42.7M | 0.0% | +36.5% |
| UBS Group AG | Bank broker | 1.1M | $40.6M | 0.0% | +21.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 924.3K | $33.2M | 0.3% | +24.3% |
| Private Advisor Group, LLC | Wealth advisor | 826.5K | $29.7M | 0.1% | +5.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 799.3K | $28.7M | 0.0% | -4.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 790.1K | $28.4M | 0.0% | +34.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 753.8K | $27.1M | 0.1% | +42.7% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 676.2K | $24.3M | 5.5% | +20.0% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 660.9K | $23.7M | 1.2% | +10.9% |
| &PARTNERS | Diversified mechanical | 642.5K | $23.1M | 0.1% | +22.2% |
| ASSETMARK, INC | Wealth advisor | 625.8K | $22.5M | 0.0% | +10.8% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 548.6K | $19.7M | 0.2% | +17.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 451.3K | $16.2M | 0.0% | New |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 424.1K | $15.2M | 1.6% | +2.3% |
| Smartleaf Asset Management LLC | Wealth advisor | 397.9K | $14.0M | 0.5% | +3.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 364.2K | $13.1M | 0.2% | +37.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 348.7K | $12.6M | 0.0% | +102.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 345.9K | $12.4M | 0.0% | +20.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 338.4K | $12.1M | 0.0% | +540.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 330.6K | $11.9M | 0.0% | +34.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 317.4K | $11.4M | 0.0% | +109.4% |
| RM Financial Services, LLC | Wealth advisor | 307.6K | $11.0M | 9.5% | -0.1% |
| Compton Financial Group, LLC | Wealth advisor | 299.3K | $10.7M | 2.4% | +1969.0% |
| Boyer Financial Services, Inc. | Wealth advisor | 297.2K | $10.7M | 11.3% | +4.5% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 286.1K | $10.7M | 3.1% | +1.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 291.5K | $10.5M | 0.1% | +31.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 276.1K | $9.9M | 0.1% | +6.4% |
| Gateway Wealth Partners, LLC | Wealth advisor | 270.1K | $9.7M | 0.4% | +397.1% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 244.6K | $8.8M | 0.1% | +12.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 232.1K | $8.3M | 0.0% | +4.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 225.0K | $8.1M | 0.1% | -48.4% |
| Swisher Financial Concepts, Inc. | Wealth advisor | 222.4K | $8.0M | 4.5% | +6.5% |
| Entruity Wealth, LLC | Wealth advisor | 216.8K | $7.8M | 5.3% | +8.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.