Who Owns CGDG?
Capital Group Dividend Growers ETF — Institutional Ownership & 13F Holdings
$37.02
-0.04 (-0.09%)
Market Cap
$4.8B
Shares Outstanding
122,036,966
Institutional Holders
487
Total Inst. Value
$9.3B
% of Float Held
—
QoQ Holder Change
+313
Institutional data as of Q1 2025
New Positions
158
Closed Positions
34
Increased
243
Decreased
51
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital International Investors | $1.4B | 41,070,889 |
| 2 | RAYMOND JAMES FINANCIAL INC | $674.5M | 19,166,237 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $504.6M | 14,209,379 |
| 4 | Advance Capital Management, Inc. | $454.3M | 12,746,076 |
| 5 | MORGAN STANLEY | $437.0M | 12,395,302 |
| 6 | Cetera Investment Advisers | $408.8M | 11,678,060 |
| 7 | Capital Group Private Client Services, Inc. | $386.8M | 11,256,512 |
| 8 | BANK OF AMERICA CORP /DE/ | $381.6M | 10,707,963 |
| 9 | WELLS FARGO & COMPANY/MN | $367.5M | 10,310,401 |
| 10 | UBS Group AG | $238.4M | 6,731,661 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +677K | $674.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +2.3M | $504.6M |
| Advance Capital Management, Inc. | +1.9M | $454.3M |
| MORGAN STANLEY | +3.2M | $437.0M |
| Cetera Investment Advisers | +2.0M | $408.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -1.2M | $45.6M |
| LEIGH BALDWIN & CO., LLC | -355K | $560K |
| Advisory Services Network, LLC | -332K | $5.0M |
| FinDec Wealth Services, Inc. | -331K | $1.5M |
| FSA WEALTH PARTNERS, INC. | -325K | $9.4M |
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Frequently Asked Questions
How many institutional investors hold CGDG?
As of Q1 2025, 487 institutional investors report holding CGDG (Capital Group Dividend Growers ETF) in their 13F filings.
Which hedge fund owns the most CGDG?
The largest institutional holder of CGDG is Capital International Investors with $1.4B in shares.
Are institutions buying or selling CGDG?
This quarter, 158 institutions opened new positions in CGDG and 34 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.