CAP GROUP DIVIDEND GROWERS (CGDG) Institutional Shareholders
CAP GROUP DIVIDEND GROWERS (CGDG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.80B in CGDG holdings during the latest filing period.
Capital International Investors is currently the largest disclosed institutional shareholder of CGDG tracked by InsiderSet, reporting ownership valued at approximately $620.20M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed CGDG value among the investors covered in this analysis. Major shareholders include Capital International Investors, Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in CAP GROUP DIVIDEND GROWERS (CGDG).
This page ranks the largest institutional CGDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
271
Total Reported Value
$3.80B
Largest Holder
Capital International Investors
Largest Position
$620.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital International Investors | 0.15% | 17,275,896 | $620,204,666 | — | — | — | |
| Envestnet Asset Management Inc | 0.11% | 12,307,351 | $461,648,741 | — | — | — | |
| Lpl Financial Llc | 0.11% | 11,389,368 | $408,878,285 | — | — | — | |
| Capital Group Private Client Services, Inc. | 3.59% | 5,937,518 | $213,156,932 | — | — | — | |
| Raymond James Financial Inc | 0.06% | 5,099,401 | $183,068,495 | — | — | — | |
| Wells Fargo & Company/Mn | 0.03% | 4,414,221 | $158,470,539 | — | — | — | |
| Morgan Stanley | 0.01% | 4,047,217 | $145,295,101 | — | — | — | |
| Cetera Investment Advisers | 0.15% | 3,870,449 | $138,949,128 | — | — | — | |
| Confluence Wealth Services, Inc. | 3.49% | 3,252,599 | $122,007,361 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.12% | 2,569,037 | $96,364,569 | — | — | — | |
| Royal Bank Of Canada | 0.02% | 2,597,678 | $93,258,000 | — | — | — | |
| Valmark Advisers, Inc. | 0.89% | 2,079,344 | $74,648,441 | — | — | — | |
| Mml Investors Services, Llc | 0.15% | 1,545,603 | $55,487,130 | — | — | — | |
| Jones Financial Companies Lllp | 0.03% | 1,551,074 | $54,520,244 | — | — | — | |
| Benjamin Edwards Inc | 0.41% | 1,193,341 | $44,761,969 | — | — | — | |
| Jane Street Group, Llc | 0.05% | 1,238,840 | $44,474,356 | — | — | — | |
| Osaic Holdings, Inc. | 0.06% | 1,202,374 | $43,169,963 | — | — | — | |
| Sei Investments Co | 0.04% | 1,188,191 | $42,656,080 | — | — | — | |
| Ubs Group Ag | 0.01% | 1,130,011 | $40,567,395 | — | — | — | |
| Northwestern Mutual Wealth Management Co | 0.02% | 799,288 | $28,694,451 | — | — | — | |
| J. Derek Lewis & Associates Inc. | 5.39% | 760,192 | $28,514,999 | — | — | — | |
| Stifel Financial Corp | 0.03% | 790,074 | $28,363,975 | — | — | — | |
| Assetmark, Inc | 0.04% | 677,053 | $25,396,258 | — | — | — | |
| Private Advisor Group, Llc | 0.11% | 668,071 | $25,059,371 | — | — | — | |
| Rothschild Investment Llc | 1.24% | 660,932 | $23,727,447 | — | — | — | |
| &Partners | 0.11% | 642,485 | $23,081,801 | — | — | — | |
| Vestmark Advisory Solutions, Inc. | 0.22% | 548,627 | $19,695,709 | — | — | — | |
| Onyx Bridge Wealth Group Llc | 1.48% | 437,428 | $16,430,458 | — | — | — | |
| Citadel Advisors Llc | 0.01% | 451,318 | $16,202,316 | — | — | — | |
| Kestra Advisory Services, Llc | 0.05% | 427,680 | $16,042,268 | — | — | — | |
| Truist Financial Corp | 0.02% | 402,980 | $15,115,779 | — | — | — | |
| Smartleaf Asset Management Llc | 0.51% | 397,851 | $14,040,183 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 364,737 | $13,790,710 | — | — | — | |
| Harbour Investments, Inc. | 0.20% | 364,196 | $13,074,651 | — | — | — | |
| Susquehanna International Group, Llp | 0.02% | 338,371 | $12,147,519 | — | — | — | |
| Rm Financial Services, Llc | 8.92% | 319,974 | $12,002,241 | — | — | — | |
| Boyer Financial Services, Inc. | 10.13% | 316,839 | $12,001,858 | — | — | — | |
| Compton Financial Group, Llc | 2.37% | 299,323 | $10,745,714 | — | — | — | |
| Sweeney & Michel, Llc | 3.13% | 286,127 | $10,655,378 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.08% | 291,513 | $10,465,322 | — | — | — | |
| Orion Porfolio Solutions, Llc | 0.08% | 276,053 | $9,910,310 | — | — | — | |
| Cullen/Frost Bankers, Inc. | 0.10% | 262,721 | $9,854,663 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.07% | 229,567 | $8,611,077 | — | — | — | |
| Apollon Wealth Management, Llc | 0.10% | 227,691 | $8,540,676 | — | — | — | |
| Captrust Financial Advisors | 0.01% | 232,082 | $8,330,759 | — | — | — | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 218,709 | $8,203,781 | — | — | — | |
| Swisher Financial Concepts, Inc. | 4.47% | 222,399 | $7,984,110 | — | — | — | |
| Entruity Wealth, Llc | 5.28% | 216,837 | $7,784,451 | — | — | — | |
| Advance Capital Management, Inc. | 0.29% | 210,626 | $7,561,456 | — | — | — | |
| Kingsview Wealth Management, Llc | 0.10% | 206,457 | $7,411,795 | — | — | — |
Frequently asked questions about CGDG
Who owns the most CGDG stock?
The largest holders of CGDG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP DIVIDEND GROWERS (CGDG).
Is CGDG widely held by superinvestors?
Many widely followed stocks like CGDG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGDG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.