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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +74,775 | +25.7% | 366,288 | $13.74M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -393,923 | -87.3% | 57,395 | $2.15M | Q2 2026 | Sep 02, 2026 |
| January Capital Advisors Llc | Buy | +54 | +0.3% | 18,782 | $704.51K | Q2 2026 | Aug 25, 2026 |
| Kingsview Wealth Management, Llc | Sell | -57,514 | -27.9% | 148,943 | $5.59M | Q2 2026 | Aug 19, 2026 |
| Leo H. Evart, Inc. | Buy | +1,327 | +16.9% | 9,161 | $343.63K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +10,095 | +7.0% | 155,024 | $5.81M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +7,008 | +5.3% | 139,763 | $5.24M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +6,804 | +23.4% | 35,849 | $1.36M | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,429,574 | +32.4% | 5,843,795 | $219.20M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -1,096,826 | -88.5% | 142,014 | $5.33M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +353,435 | +22.8% | 1,904,509 | $71.44M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +331,320 | +27.9% | 1,519,511 | $57.00M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +273,856 | — | 273,856 | $10.27M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +248,702 | +20.7% | 1,451,076 | $54.44M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +182,957 | +7.0% | 2,780,635 | $104.30M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +142,814 | +22.2% | 785,299 | $29.53M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +54,063 | +59.6% | 144,797 | $5.43M | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, Llc | Sell | -52,262 | -59.3% | 35,846 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +39,152 | +0.8% | 5,138,553 | $192.75M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +36,690 | +81.6% | 81,665 | $3.06M | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +28,620 | +158.2% | 46,706 | $1.82M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +28,082 | +375.4% | 35,562 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +22,974 | +4.2% | 571,601 | $21.44M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +20,364 | +33.0% | 82,134 | $3.08M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +18,142 | — | 18,142 | $680.50K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +18,000 | +23.8% | 93,490 | $3.51M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +14,949 | +102.5% | 29,535 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +8,980 | — | 8,980 | $337.00K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -6,771 | -2.5% | 269,282 | $10.10M | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors Llc | Sell | -3,268 | -6.0% | 51,452 | $1.93M | Q2 2026 | Aug 14, 2026 |
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.