DaveManuel.com · Institutional Ownership · Who Owns It
CAPITAL GROUP DIVIDEND GROWE (CGDG)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
281
Reporting holders
$4.3B
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +32.4%+$53.6M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $124.0M | 3,305,238 | 0.14% | 11q | +108.2%+$64.4M |
| 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 |
| Janney Montgomery Scott LLC | $34.1M | 908,136 | 0.07% | 9q | +20.5%+$5.8M |
| 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 |
| 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% | 10q | +21.2%+$2.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.8M | 364,737 | 0.02% | 10q | +4.6%+$608.1K |
| Integrated Wealth Concepts LLC | $13.7M | 366,288 | 0.09% | 7q | +25.7%+$2.8M |
| 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 |
| Merit Financial Group, LLC | $7.3M | 193,720 | 0.04% | 6q | -4.1%-$310.2K |
| 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 |
| CENTAURUS FINANCIAL, INC. | $5.2M | 139,763 | 0.20% | 7q | +5.3%+$262.9K |
| 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 |
| Betterment LLC | $3.5M | 93,490 | 0.01% | 5q | +23.8%+$675.2K |
| 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 |
| PARK AVENUE SECURITIES LLC | $3.1M | 82,803 | 0.02% | 8q | +39.7%+$882.6K |
| NATIXIS ADVISORS, LLC | $3.1M | 82,134 | 0.00% | 3q | +33.0%+$763.6K |
| 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 |
Showing the largest 100 of 281 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 110 | $253.2M | 6,860,015 | 11 | 56 | 25 | 0.0% |
| Q2 2026 | 281 | $4.3B | 115,681,471 | 31 | 157 | 43 | 0.0% |
| Q1 2026 | 268 | $3.7B | 104,343,078 | 36 | 160 | 34 | 0.0% |
| Q4 2025 | 253 | $3.4B | 94,110,368 | 31 | 159 | 25 | 0.0% |
| Q3 2025 | 216 | $2.8B | 80,442,857 | 33 | 137 | 29 | 0.0% |
| Q2 2025 | 189 | $2.2B | 65,992,126 | 41 | 121 | 14 | 0.0% |
| Q1 2025 | 160 | $1.5B | 48,761,409 | 34 | 94 | 12 | 0.0% |
| Q4 2024 | 134 | $1.2B | 41,245,975 | 26 | 67 | 10 | 0.0% |
| Q3 2024 | 106 | $1.1B | 34,888,180 | 39 | 55 | 5 | 0.0% |
| Q2 2024 | 69 | $291.9M | 10,257,739 | 21 | 37 | 6 | 0.0% |
| Q1 2024 | 53 | $197.8M | 6,907,325 | 19 | 32 | 1 | 0.0% |
| Q4 2023 | 35 | $120.5M | 4,437,875 | 29 | 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% |