# CAPITAL GROUP DIVIDEND GROWE (CGDG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGDG/

- Reporting holders: 15
- Reported value: $19.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $4.9M | 131,588 | 1.7% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.7M | 125,869 | 0.1% | 7 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $2.0M | 54,230 | 1.2% | 8 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $1.5M | 40,542 | 0.5% | 8 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $1.4M | 38,438 | 0.2% | 8 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.1M | 30,315 | 0.3% | 3 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $1.0M | 27,368 | 0.6% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $954.3K | 25,772 | 0.0% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $744.0K | 20,091 | 0.0% | 6 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $586.2K | 15,831 | 0.6% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $351.5K | 9,492 | 0.0% | 8 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $259.2K | 7,000 | 0.2% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $117.7K | 3,178 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $41.3K | 1,115 | 0.0% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.1K | 30 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $23 | 634 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $19.7M |
| Q2 2026 | 280 | $4.8B |
| Q1 2026 | 267 | $3.9B |
| Q4 2025 | 252 | $3.4B |
| Q3 2025 | 215 | $2.8B |
| Q2 2025 | 188 | $2.2B |
| Q1 2025 | 159 | $1.5B |
| Q4 2024 | 133 | $1.2B |
| Q3 2024 | 106 | $1.1B |
| Q2 2024 | 69 | $291.9M |
| Q1 2024 | 51 | $196.7M |
| Q4 2023 | 35 | $120.5M |