CAP GROUP DIVIDEND GROWERS (CGDG) Institutional Ownership Changes & 13F Activity

CAP GROUP DIVIDEND GROWERS (CGDG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Jane Street Group, Llc, Citadel Advisors Llc, Jones Financial Companies Lllp, and Sei Investments Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+74,775+25.7%366,288$13.74MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-393,923-87.3%57,395$2.15MQ2 2026Sep 02, 2026
January Capital Advisors LlcBuy+54+0.3%18,782$704.51KQ2 2026Aug 25, 2026
Kingsview Wealth Management, LlcSell-57,514-27.9%148,943$5.59MQ2 2026Aug 19, 2026
Leo H. Evart, Inc.Buy+1,327+16.9%9,161$343.63KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+10,095+7.0%155,024$5.81MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+7,008+5.3%139,763$5.24MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+6,804+23.4%35,849$1.36MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+1,429,574+32.4%5,843,795$219.20MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-1,096,826-88.5%142,014$5.33MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+353,435+22.8%1,904,509$71.44MQ2 2026Aug 14, 2026
Sei Investments CoBuy+331,320+27.9%1,519,511$57.00MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+273,856273,856$10.27MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+248,702+20.7%1,451,076$54.44MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+182,957+7.0%2,780,635$104.30MQ2 2026Aug 14, 2026
&PartnersBuy+142,814+22.2%785,299$29.53MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+54,063+59.6%144,797$5.43MQ2 2026Aug 14, 2026
Merited Wealth, LlcSell-52,262-59.3%35,846$1.34MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+39,152+0.8%5,138,553$192.75MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+36,690+81.6%81,665$3.06MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+28,620+158.2%46,706$1.82MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+28,082+375.4%35,562$1.33MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+22,974+4.2%571,601$21.44MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+20,364+33.0%82,134$3.08MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+18,14218,142$680.50KQ2 2026Aug 14, 2026
Betterment LlcBuy+18,000+23.8%93,490$3.51MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+14,949+102.5%29,535$1.11MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+8,9808,980$337.00KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-6,771-2.5%269,282$10.10MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcSell-3,268-6.0%51,452$1.93MQ2 2026Aug 14, 2026
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Frequently asked questions about CGDG activity

  • Which institutional owners are buying CGDG?

    Institutional owners buying CGDG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGDG activity?

    "Buy" means an investor increased their reported position in CGDG compared to the prior reporting period. This reflects growing exposure to CAP GROUP DIVIDEND GROWERS (CGDG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGDG increasing?

    Institutional interest in CGDG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.