CAPITAL GROUP DIVIDEND GROWE (CGDG)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
268
Reporting holders
$4.2B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $679.7M | 18,119,994 | 0.14% | 12q | +4.9%+$31.7M |
| LPL Financial LLC | $483.1M | 12,877,932 | 0.11% | 10q | +13.1%+$55.8M |
| ENVESTNET ASSET MANAGEMENT INC | $461.6M | 12,307,351 | 0.11% | 11q | +14.4%+$58.0M |
| Capital Group Private Client Services, Inc. | $232.3M | 6,193,883 | 3.28% | 11q | +4.3%+$9.6M |
| WELLS FARGO & COMPANY/MN | $219.2M | 5,843,795 | 0.04% | 9q | -33.8%-$112.0M |
| RAYMOND JAMES FINANCIAL INC | $192.7M | 5,138,553 | 0.05% | 7q | +0.8%+$1.5M |
| Cetera Investment Advisers | $157.8M | 4,206,692 | 0.14% | 10q | +8.7%+$12.6M |
| MORGAN STANLEY | $148.0M | 3,945,234 | 0.01% | 10q | -2.5%-$3.8M |
| Confluence Wealth Services, Inc. | $122.0M | 3,252,599 | 3.49% | 11q | +58.1%+$44.9M |
| ROYAL BANK OF CANADA | $104.3M | 2,780,635 | 0.02% | 11q | +7.0%+$6.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $96.4M | 2,569,037 | 0.12% | 11q | +10.2%+$8.9M |
| Valmark Advisers, Inc. | $80.6M | 2,149,433 | 0.86% | 11q | +3.4%+$2.6M |
| MML INVESTORS SERVICES, LLC | $75.3M | 2,008,472 | 0.15% | 11q | +29.9%+$17.4M |
| JONES FINANCIAL COMPANIES LLLP | $71.4M | 1,904,509 | 0.03% | 8q | +22.8%+$13.3M |
| SEI INVESTMENTS CO | $57.0M | 1,519,511 | 0.05% | 6q | +27.9%+$12.4M |
| OSAIC HOLDINGS, INC. | $54.4M | 1,451,076 | 0.06% | 11q | +20.7%+$9.3M |
| UBS Group AG | $46.8M | 1,247,482 | 0.01% | 8q | +10.4%+$4.4M |
| BENJAMIN EDWARDS INC | $44.8M | 1,193,341 | 0.41% | 8q | +29.1%+$10.1M |
| STIFEL FINANCIAL CORP | $35.6M | 949,585 | 0.03% | 11q | +20.2%+$6.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.3M | 807,269 | 0.02% | 10q | +1.0%+$299.4K |
| &PARTNERS | $29.5M | 785,299 | 0.12% | 7q | +22.2%+$5.4M |
| J. Derek Lewis & Associates Inc. | $28.5M | 760,192 | 5.39% | 3q | +12.4%+$3.2M |
| ROTHSCHILD INVESTMENT LLC | $25.6M | 682,462 | 0.96% | 11q | +3.3%+$807.6K |
| ASSETMARK, INC | $25.4M | 677,053 | 0.04% | 11q | +8.2%+$1.9M |
| Private Advisor Group, LLC | $25.1M | 668,071 | 0.11% | 10q | -19.2%-$5.9M |
| Compton Financial Group, LLC | $24.1M | 642,179 | 4.64% | 3q | +114.5%+$12.9M |
| Integrated Wealth Concepts LLC | $22.4M | 597,026 | 0.11% | 7q | +104.8%+$11.5M |
| Vestmark Advisory Solutions, Inc. | $21.4M | 571,601 | 0.20% | 8q | +4.2%+$861.8K |
| Onyx Bridge Wealth Group LLC | $16.4M | 437,428 | 1.48% | 5q | +3.2%+$501.9K |
| Kestra Advisory Services, LLC | $16.0M | 427,680 | 0.05% | 11q | +34.8%+$4.1M |
| TRUIST FINANCIAL CORP | $15.1M | 402,980 | 0.02% | 8q | +16.5%+$2.1M |
| Smartleaf Asset Management LLC | $15.1M | 397,851 | 0.49% | 8q | HELD |
| NewEdge Advisors, LLC | $15.0M | 400,573 | 0.04% | new | NEW |
| Merit Financial Group, LLC | $14.5M | 387,440 | 0.04% | 6q | +91.8%+$7.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.8M | 364,737 | 0.02% | 10q | +4.6%+$608.1K |
| HARBOUR INVESTMENTS, INC. | $13.4M | 357,254 | 0.18% | 11q | -1.9%-$260.4K |
| RM Financial Services, LLC | $12.0M | 319,974 | 8.92% | 3q | +4.0%+$462.6K |
| Boyer Financial Services, Inc. | $12.0M | 316,839 | 10.13% | 3q | +6.6%+$745.1K |
| SWEENEY & MICHEL, LLC | $11.0M | 282,222 | 2.89% | 10q | -1.4%-$152.3K |
| BANK OF AMERICA CORP /DE/ | $10.3M | 273,856 | 0.00% | new | NEW |
| Orion Porfolio Solutions, LLC | $10.1M | 269,282 | 0.08% | 8q | -2.5%-$254.0K |
| Cullen/Frost Bankers, Inc. | $9.9M | 262,721 | 0.10% | 9q | +7.4%+$680.5K |
| CAPTRUST FINANCIAL ADVISORS | $9.3M | 248,434 | 0.01% | 11q | +7.0%+$613.4K |
| Concurrent Investment Advisors, LLC | $8.6M | 229,567 | 0.07% | 9q | +2.0%+$169.7K |
| Apollon Wealth Management, LLC | $8.5M | 227,691 | 0.10% | 5q | +21.5%+$1.5M |
| Swisher Financial Concepts, Inc. | $8.3M | 220,758 | 5.22% | 6q | -0.7%-$61.6K |
| Envestnet Portfolio Solutions, Inc. | $8.2M | 218,709 | 0.04% | 9q | +16.9%+$1.2M |
| Arax Advisory Partners | $8.2M | 218,224 | 0.05% | 6q | +2620.0%+$7.9M |
| Entruity Wealth, LLC | $7.9M | 211,729 | 5.14% | 7q | -2.4%-$191.6K |
| Advance Capital Management, Inc. | $7.6M | 202,650 | 0.25% | 5q | -3.8%-$299.2K |
| Founders Financial Alliance, LLC | $7.1M | 190,204 | 0.95% | 4q | +6.3%+$424.0K |
| Stratos Wealth Partners, LTD. | $7.0M | 187,592 | 0.07% | 6q | +6.5%+$431.9K |
| Baird Financial Group, Inc. | $7.0M | 186,756 | 0.01% | 8q | +27.4%+$1.5M |
| Gateway Wealth Partners, LLC | $6.8M | 182,567 | 0.41% | 8q | -32.4%-$3.3M |
| NavPoint Financial, Inc. | $6.8M | 182,533 | 2.54% | 6q | +13.1%+$793.9K |
| Hopwood Nicholas Hunter | $6.6M | 175,686 | 1.81% | 3q | +8.7%+$525.1K |
| Equitable Holdings, Inc. | $5.8M | 155,024 | 0.03% | 7q | +7.0%+$378.7K |
| SILVER OAK SECURITIES, INCORPORATED | $5.7M | 151,250 | 0.34% | 2q | +23.7%+$1.1M |
| Kingsview Wealth Management, LLC | $5.6M | 148,943 | 0.07% | 6q | -27.9%-$2.2M |
| PRINCIPAL SECURITIES, INC. | $5.5M | 146,704 | 0.07% | 8q | +8.7%+$439.0K |
| Ameritas Advisory Services, LLC | $5.4M | 144,797 | 0.11% | 10q | +59.6%+$2.0M |
| FOUNDERS FINANCIAL SECURITIES LLC | $5.4M | 144,349 | 0.28% | 9q | -2.7%-$148.2K |
| BlueChip Wealth Advisors LLC | $5.4M | 143,983 | 2.05% | 6q | +0.7%+$35.9K |
| Steward Partners Investment Advisory, LLC | $5.4M | 143,225 | 0.03% | 11q | -16.3%-$1.0M |
| JANE STREET GROUP, LLC | $5.3M | 142,014 | 0.00% | 11q | -88.5%-$41.1M |
| D.A. DAVIDSON & CO. | $5.3M | 140,548 | 0.03% | 7q | +0.8%+$42.8K |
| WealthCare Investment Partners, LLC | $5.2M | 139,637 | 1.27% | 6q | HELD |
| US BANCORP \DE\ | $4.9M | 130,093 | 0.01% | 6q | +18.2%+$749.7K |
| Bleakley Financial Group, LLC | $4.7M | 125,237 | 0.06% | 9q | +53.4%+$1.6M |
| LongView Wealth Management | $4.5M | 120,849 | 1.16% | 8q | +3.3%+$146.1K |
| Main Street Financial Solutions, LLC | $4.5M | 119,705 | 0.29% | 5q | -1.5%-$69.5K |
| Shira Ridge Wealth Management | $4.5M | 119,166 | 1.56% | 3q | +6.4%+$267.9K |
| BNB Wealth Management, LLC | $4.5M | 118,932 | 2.44% | 3q | -3.0%-$139.7K |
| Jacobi Capital Management LLC | $4.2M | 112,322 | 0.21% | 9q | +31.3%+$1.0M |
| Venture Visionary Partners LLC | $4.2M | 111,926 | 0.12% | 6q | +37.0%+$1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.2M | 110,951 | 0.00% | 2q | HELD |
| DAVENPORT & Co LLC | $4.2M | 110,868 | 0.02% | 5q | +8.3%+$317.7K |
| STEPHENS INC /AR/ | $3.9M | 105,246 | 0.04% | 5q | -0.8%-$33.6K |
| Mayflower Financial Advisors, LLC | $3.5M | 94,017 | 0.30% | 11q | +0.7%+$24.9K |
| Elequin Capital, LP | $3.5M | 93,703 | 0.10% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.5M | 93,455 | 0.06% | 6q | +7.3%+$237.6K |
| World Investment Advisors | $3.4M | 94,700 | 0.06% | 11q | -0.6%-$21.5K |
| FIFTH THIRD BANCORP | $3.4M | 90,279 | 0.01% | 2q | +4.4%+$142.1K |
| HighPoint Advisor Group LLC | $3.4M | 89,482 | 0.12% | 3q | +8.1%+$251.8K |
| Cerity Partners LLC | $3.4M | 89,468 | 0.00% | 3q | +2.9%+$95.5K |
| National Wealth Management Group, LLC | $3.2M | 86,138 | 1.00% | 4q | -20.3%-$823.3K |
| ENDEAVOR PRIVATE WEALTH, INC. | $3.2M | 84,585 | 0.78% | 7q | +3.4%+$106.0K |
| Mutual Advisors, LLC | $3.1M | 81,665 | 0.06% | 6q | +81.6%+$1.4M |
| Sovran Advisors, LLC | $3.0M | 77,152 | 0.22% | 6q | +23.0%+$554.2K |
| SEAMOUNT FINANCIAL GROUP INC | $2.9M | 77,344 | 1.17% | 11q | +3.1%+$86.2K |
| Patriot Financial Group Insurance Agency, LLC | $2.6M | 68,073 | 0.26% | 8q | -49.3%-$2.5M |
| Tempus Wealth Planning, LLC | $2.5M | 67,781 | 0.50% | 11q | +2.5%+$61.4K |
| SAGESPRING WEALTH PARTNERS, LLC | $2.4M | 65,063 | 0.04% | 7q | +13.5%+$289.8K |
| Trueblood Wealth Management, LLC | $2.4M | 64,157 | 0.84% | 10q | +4.8%+$110.6K |
| Latitude Advisors, LLC | $2.4M | 63,663 | 0.95% | 6q | +18.7%+$376.0K |
| MFA Wealth Services | $2.4M | 63,408 | 1.42% | 5q | -3.4%-$84.2K |
| Global Retirement Partners, LLC | $2.4M | 62,823 | 0.04% | 6q | +43.8%+$717.8K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $2.3M | 61,514 | 0.03% | 9q | +5.9%+$128.2K |
| Allworth Financial LP | $2.2M | 59,620 | 0.01% | 7q | +34.5%+$574.1K |
| CITADEL ADVISORS LLC | $2.2M | 57,395 | 0.00% | 2q | -87.3%-$14.8M |
Showing the largest 100 of 280 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 268 | $4.2B | 111,307,480 | 32 | 145 | 43 | 0.0% |
| Q1 2026 | 256 | $3.8B | 105,630,864 | 36 | 151 | 31 | 0.0% |
| Q4 2025 | 240 | $3.3B | 91,756,340 | 30 | 149 | 23 | 0.0% |
| Q3 2025 | 203 | $2.7B | 76,887,526 | 33 | 126 | 27 | 0.0% |
| Q2 2025 | 174 | $2.1B | 61,746,480 | 38 | 111 | 13 | 0.0% |
| Q1 2025 | 148 | $1.4B | 45,361,396 | 31 | 87 | 12 | 0.0% |
| Q4 2024 | 125 | $1.1B | 38,524,036 | 25 | 60 | 10 | 0.0% |
| Q3 2024 | 96 | $1.0B | 32,563,841 | 34 | 50 | 5 | 0.0% |
| Q2 2024 | 63 | $248.9M | 8,747,758 | 19 | 33 | 6 | 0.0% |
| Q1 2024 | 47 | $165.0M | 5,760,509 | 17 | 28 | 1 | 0.0% |
| Q4 2023 | 30 | $105.1M | 3,870,491 | 24 | 2 | 1 | 0.0% |
| Q3 2023 | 4 | $35.4M | 1,424,662 | 4 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $279.2K | 7,834 | 0 | 0 | 0 | 0.0% |