Who owns CAPITAL GROUP DIVIDEND GROWE?
- Ticker: CGDG
- CUSIP Number: 14021l109
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Analyze quarterly positions in Capital Group Dividend Growe with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Dividend Growe stock
Who bought or sold CAPITAL GROUP DIVIDEND GROWE this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 17M | $620M | 0% | Mar 2026 |
|
| LPL Financial | 11M | $409M | 18% | Mar 2026 |
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| Envestnet Asset Management | 11M | $386M | 16% | Mar 2026 |
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| Capital Group Private Client Services | 5.9M | $213M | 15% | Mar 2026 |
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| Wells Fargo & Company | 4.4M | $159M | 60% | Mar 2026 |
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| Raymond James Financial | 4.2M | $148M | 17% | Dec 2025 |
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| Cetera Investment Advisers | 3.9M | $139M | 20% | Mar 2026 |
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| Commonwealth Equity Services | 2.3M | $84M | 10% | Mar 2026 |
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| ValMark Advisers | 2.1M | $75M | 186% | Mar 2026 |
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| Confluence Wealth Services | 2.1M | $74M | 5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.6M | $57M | 19% | Mar 2026 |
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| Mml Investors Services | 1.5M | $56M | 2% | Mar 2026 |
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| Jane Street | 1.2M | $45M | 29% | Mar 2026 |
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| Sei Investments | 1.2M | $43M | 37% | Mar 2026 |
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| UBS Group | 1.1M | $41M | 21% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.1M | $38M | 52% | Dec 2025 |
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| Advisor Group Holdings | 1.0M | $36M | 0% | Dec 2025 |
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| Benjamin Edwards | 924k | $33M | 24% | Mar 2026 |
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| Private Advisor | 827k | $30M | 5% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 799k | $29M | -4% | Mar 2026 |
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| Stifel Financial | 790k | $28M | 34% | Mar 2026 |
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| Janney Montgomery Scott | 754k | $27M | 43% | Mar 2026 |
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| Rothschild Investment | 661k | $24M | 11% | Mar 2026 |
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| Assetmark | 626k | $23M | 11% | Mar 2026 |
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| J. Derek Lewis & Associates | 563k | $20M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 526k | $19M | 73% | Dec 2025 |
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| Vestmark Advisory Solutions | 466k | $17M | 5% | Dec 2025 |
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| Onyx Bridge Wealth Group | 424k | $15M | 2% | Mar 2026 |
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| Smartleaf Asset Management | 386k | $14M | 2% | Dec 2025 |
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| Branch Banking & Trust Company | 346k | $12M | 20% | Mar 2026 |
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| Kestra Advisory Services | 317k | $11M | 109% | Mar 2026 |
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| Compton Financial Group | 299k | $11M | 1969% | Mar 2026 |
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| Boyer Financial Services | 297k | $11M | 4% | Mar 2026 |
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| Sweeney & Michel | 286k | $11M | 1% | Mar 2026 |
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| CLS Investments | 276k | $9.9M | 6% | Mar 2026 |
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| Harbour Investments | 265k | $9.4M | 14% | Dec 2025 |
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| Goss Wealth Management | 245k | $8.7M | 369% | Dec 2025 |
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| Cullen Frost Bankers | 245k | $8.8M | 12% | Mar 2026 |
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| Concurrent Investment Advisors | 225k | $8.1M | -48% | Mar 2026 |
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| Swisher Financial Concepts | 222k | $8.0M | 7% | Mar 2026 |
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| Integrated Wealth Concepts | 222k | $7.9M | 19% | Dec 2025 |
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| Captrust Financial Advisors | 222k | $7.9M | 7% | Dec 2025 |
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| Entruity Wealth | 217k | $7.8M | 9% | Mar 2026 |
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| Advance Capital Management | 211k | $7.6M | -96% | Mar 2026 |
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| Kingsview Wealth Management | 207k | $7.4M | 42% | Mar 2026 |
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| Merit Financial Group | 202k | $7.3M | 2% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 190k | $6.8M | 10% | Mar 2026 |
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| Apollon Wealth Management | 187k | $6.7M | 30% | Mar 2026 |
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| Envestnet Portfolio Solutions | 187k | $6.7M | 0% | Mar 2026 |
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| Founders Financial Alliance | 179k | $6.4M | 8% | Mar 2026 |
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| Stratos Wealth Partners | 176k | $6.3M | 7% | Mar 2026 |
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| Steward Partners Investment Advisory | 171k | $6.1M | 50% | Mar 2026 |
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| Baird Financial | 171k | $6.1M | 3% | Dec 2025 |
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| NavPoint Financial | 161k | $5.8M | 21% | Mar 2026 |
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| Founders Financial Securities | 148k | $5.5M | 3% | Mar 2026 |
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| BlueChip Wealth Advisors | 143k | $5.1M | -10% | Mar 2026 |
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| D.A. Davidson & Co. | 139k | $5.0M | 2% | Mar 2026 |
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| WealthCare Investment Partners | 139k | $5.0M | -1% | Mar 2026 |
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| Principal Securities | 135k | $4.8M | 15% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 134k | $4.8M | 345% | Mar 2026 |
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| Centaurus Financial | 130k | $4.6M | 1030% | Dec 2025 |
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| BNB Wealth Management | 123k | $4.4M | 100% | Mar 2026 |
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| Silver Oak Securities | 122k | $4.4M | 100% | Mar 2026 |
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| LongView Wealth Management | 117k | $4.4M | 2% | Mar 2026 |
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| Independent Advisor Alliance | 117k | $4.2M | 100% | Mar 2026 |
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| Shira Ridge Wealth Management | 112k | $4.0M | 67% | Mar 2026 |
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| Ubs Global Asset Management Americas | 111k | $4.0M | 100% | Mar 2026 |
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| National Wealth Management Group | 108k | $3.9M | 9% | Mar 2026 |
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| Stephens | 106k | $3.8M | 0% | Mar 2026 |
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| Davenport & Co | 102k | $3.7M | 21% | Mar 2026 |
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| Us Bancorp | 101k | $3.6M | 9% | Dec 2025 |
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| Pensionmark Financial Group | 95k | $3.4M | 100% | Mar 2026 |
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| Mayflower Financial Advisors | 93k | $3.4M | 3% | Mar 2026 |
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| Ameritas Advisory Services | 91k | $3.3M | 4% | Mar 2026 |
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| Merited Wealth | 88k | $3.2M | 6% | Mar 2026 |
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| Great Valley Advisor Group | 87k | $3.1M | 247% | Mar 2026 |
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| Fifth Third Bancorp | 87k | $3.1M | 100% | Mar 2026 |
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| Equitable Holdings | 84k | $3.0M | 22% | Dec 2025 |
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| Betterment | 84k | $3.0M | 19% | Dec 2025 |
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| HPM Partners | 82k | $2.9M | 100% | Dec 2025 |
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| Bleakley Financial Group | 82k | $2.9M | -40% | Mar 2026 |
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| Flow Traders US | 82k | $2.9M | -58% | Dec 2025 |
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| Jacobi Capital Management | 80k | $2.8M | 14% | Dec 2025 |
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| Venture Visionary Partners | 78k | $2.8M | 151% | Dec 2025 |
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| Endeavor Private Wealth | 78k | $2.8M | 8% | Dec 2025 |
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| Brian McDonald | 75k | $2.7M | 9% | Dec 2025 |
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| Seamount Financial Group | 75k | $2.7M | 10% | Mar 2026 |
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| Main Street Financial Solutions | 74k | $2.6M | 131% | Dec 2025 |
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| Tempus Wealth Planning | 66k | $2.4M | 0% | Mar 2026 |
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| MFA Wealth Services | 66k | $2.4B | 64% | Mar 2026 |
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| Sovran Advisors | 63k | $2.3M | 0% | Mar 2026 |
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| Natixis Asset Management Advisors | 62k | $2.2M | 59% | Mar 2026 |
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| Trueblood Wealth Management | 61k | $2.2M | 8% | Mar 2026 |
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| Park Avenue Securities | 59k | $2.1M | 10% | Mar 2026 |
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| Putnam Fl Investment Management | 58k | $2.1M | 2% | Mar 2026 |
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| Sagespring Wealth Partners | 57k | $2.1M | 11% | Mar 2026 |
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| Gladstone Institutional Advisory | 56k | $2.0M | 19% | Dec 2025 |
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| Nautilus Advisors | 56k | $2.0M | 1% | Mar 2026 |
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| Blueprint Financial Advisors | 55k | $2.0M | 16% | Mar 2026 |
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| Gateway Wealth Partners | 54k | $1.9M | 43% | Dec 2025 |
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| Latitude Advisors | 54k | $1.9M | 48% | Mar 2026 |
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| CWS Financial Advisors | 53k | $1.9M | 2% | Mar 2026 |
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| Susquehanna International | 53k | $1.9M | 100% | Dec 2025 |
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| Koshinski Asset Management | 52k | $1.9M | 18% | Mar 2026 |
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| Geneos Wealth Management | 50k | $1.8M | 5% | Mar 2026 |
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| SFG Wealth Management | 48k | $1.7M | 18% | Mar 2026 |
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| RFG Advisory | 48k | $1.7M | -66% | Mar 2026 |
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| Blueprint Investment Partners | 47k | $1.7M | 20% | Dec 2025 |
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| PFG Advisors | 46k | $1.7M | 2% | Mar 2026 |
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| Mutual Advisors | 45k | $1.6M | 23% | Mar 2026 |
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| Gateway Investment Advisers | 44k | $1.6M | 100% | Mar 2026 |
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| VestGen Advisors | 44k | $1.6M | -83% | Dec 2025 |
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| Global Retirement Partners | 44k | $1.6M | 331% | Dec 2025 |
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| LifeGoal Wealth Advisors | 44k | $1.6M | 0% | Mar 2026 |
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| Prospera Financial Services | 43k | $1.5M | 63% | Mar 2026 |
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| Sigma Planning | 41k | $1.5M | 35% | Mar 2026 |
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| Bare Financial Services | 40k | $1.4M | 199% | Dec 2025 |
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| HighTower Advisors | 40k | $1.4M | 20% | Mar 2026 |
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| QTR Family Wealth | 40k | $1.5M | 0% | Mar 2026 |
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| CLG | 39k | $1.4M | 47% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 38k | $1.3M | -18% | Mar 2026 |
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| Wedbush Morgan Securities | 37k | $1.3M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 37k | $1.3M | 11% | Mar 2026 |
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| Kestra Private Wealth Services | 34k | $1.2M | 10% | Mar 2026 |
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| Capital Investment Management | 34k | $1.2M | 13% | Mar 2026 |
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| Simplicity Wealth | 33k | $1.2M | 11% | Mar 2026 |
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| Aspire Growth Partners | 32k | $1.1M | 21% | Mar 2026 |
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| Sanctuary Advisors | 32k | $1.1M | 15% | Mar 2026 |
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| Summit Financial | 32k | $1.1M | 26% | Dec 2025 |
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| AI Financial Services | 31k | $1.1M | 5% | Mar 2026 |
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| Lantern Wealth Advisors | 31k | $1.1M | 115% | Mar 2026 |
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| Dynamic Advisors Solutions | 30k | $1.1M | 1% | Mar 2026 |
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| Hanson McClain Advisors | 30k | $1.1M | 63% | Dec 2025 |
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| Renaissance Technologies | 29k | $1.0M | 116% | Dec 2025 |
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| Independent Financial Group | 29k | $1.0M | 100% | Mar 2026 |
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| Perryman Financial Advisory Inc /ad | 28k | $1.0M | 100% | Mar 2026 |
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| PFG Financial Advisors | 28k | $996k | 21% | Mar 2026 |
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| Qube Research & Technologies | 26k | $921k | 178% | Dec 2025 |
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| Ausdal Financial Partners | 25k | $893k | 28% | Mar 2026 |
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| Astoria Portfolio Advisors | 25k | $915k | 27% | Mar 2026 |
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| ORG Partners | 24k | $855k | 37% | Dec 2025 |
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| Advyzon Investment Management | 23k | $829k | 54% | Mar 2026 |
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| WealthSpring Partners | 23k | $822k | 100% | Mar 2026 |
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| Security Financial Services | 23k | $804k | 8% | Dec 2025 |
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| Lincoln Capital | 22k | $804k | 10% | Mar 2026 |
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| AQR Capital Management | 22k | $798k | 30% | Dec 2025 |
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| Signature Estate and Investment Advisors | 22k | $790k | 60% | Mar 2026 |
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| Farther Finance Advisors | 22k | $788k | -33% | Mar 2026 |
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| Rockefeller Capital Management | 22k | $779k | 421% | Dec 2025 |
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| M.e. Allison & Co | 21k | $751k | 39% | Mar 2026 |
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| Diversify Wealth Management | 20k | $751k | 100% | Mar 2026 |
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| Financial Council Asset Management | 20k | $731k | 43% | Mar 2026 |
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| Westside Investment Management | 19k | $693k | 20% | Mar 2026 |
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| Continental Investors Services | 18k | $649k | -9% | Dec 2025 |
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| Cary Street Partners Financial | 12k | $442k | -96% | Mar 2026 |
|
| D. E. Shaw & Co | 8.6k | $306k | -59% | Dec 2025 |
|
Who sold out of Capital Group Dividend Growe?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Reuter James Wealth Management | Dec 2025 | 764k | $27M |
| Wealth Enhancement Advisory Services | Dec 2025 | 173k | $6.3M |
| Old Mission Capital | Sep 2025 | 131k | $4.5M |
| Citadel Advisors | Sep 2025 | 68k | $2.4M |
| J.w. Cole Advisors | Dec 2025 | 35k | $1.2M |
| LRI Investments | Dec 2025 | 22k | $784k |