CGDG institutional holders

CAPITAL GROUP DIVIDEND GROWE · 13F, 2026Q2

Managers holding280
Shares held115,872,179
Reported value$4.3bn
Quarter flows35 new, 170 added, 49 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Capital International Investors18,119,994$679.7m0.1%
LPL Financial LLC12,877,932$483.1m0.1%
ENVESTNET ASSET MANAGEMENT INC12,307,351$461.6m0.1%
Capital Group Private Client Services, Inc.6,193,883$232.3m3.3%
WELLS FARGO & COMPANY/MN5,843,795$219.2m0.0%
RAYMOND JAMES FINANCIAL INC5,138,553$192.7m0.1%
Cetera Investment Advisers4,206,692$157.8m0.1%
MORGAN STANLEY3,945,234$148.0m0.0%
Cambridge Investment Research Advisors, Inc.3,305,238$124.0m0.1%
Confluence Wealth Services, Inc.3,252,599$122.0m3.5%
ROYAL BANK OF CANADA2,780,635$104.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC2,569,037$96.4m0.1%
Valmark Advisers, Inc.2,149,433$80.6m0.9%
MML INVESTORS SERVICES, LLC2,008,472$75.3m0.2%
JONES FINANCIAL COMPANIES LLLP1,904,509$71.4m0.0%
SEI INVESTMENTS CO1,519,511$57.0m0.1%
OSAIC HOLDINGS, INC.1,451,076$54.4m0.1%
UBS Group AG1,247,482$46.8m0.0%
BENJAMIN EDWARDS INC1,193,341$44.8m0.4%
STIFEL FINANCIAL CORP949,585$35.6m0.0%
Janney Montgomery Scott LLC908,136$34.1m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO807,269$30.3m0.0%
&PARTNERS785,299$29.5m0.1%
J. Derek Lewis & Associates Inc.760,192$28.5m5.4%
ROTHSCHILD INVESTMENT LLC682,462$25.6m1.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGDG"). CGDG price history · All 13F data

Get a free API keySee history bundlesDownload free samples