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 $4.17B 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 $679.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $684.75M, representing an estimated gain of +0.75% since the filing period.
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, Lpl Financial Llc, Envestnet Asset Management Inc, 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
273
Total Reported Value
$4.17B
Largest Holder
Capital International Investors
Largest Position
$679.68M
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 | 0.14% | 18,119,994 | $679,680,975 | $684,754,573 | +$5,073,598 | +0.75% | |
| Lpl Financial Llc | 0.11% | 12,877,932 | $483,051,225 | $486,657,050 | +$3,605,825 | +0.75% | |
| Envestnet Asset Management Inc | 0.11% | 12,307,351 | $461,648,741 | $465,094,794 | +$3,446,053 | +0.75% | |
| Capital Group Private Client Services, Inc. | 3.28% | 6,193,883 | $232,332,586 | $234,066,839 | +$1,734,253 | +0.75% | |
| Wells Fargo & Company/Mn | 0.04% | 5,843,795 | $219,200,737 | $220,837,013 | +$1,636,276 | +0.75% | |
| Raymond James Financial Inc | 0.05% | 5,138,553 | $192,747,131 | $194,185,918 | +$1,438,787 | +0.75% | |
| Cetera Investment Advisers | 0.14% | 4,206,692 | $157,792,980 | $158,970,891 | +$1,177,911 | +0.75% | |
| Morgan Stanley | 0.01% | 3,945,234 | $147,985,754 | $149,090,393 | +$1,104,639 | +0.75% | |
| Confluence Wealth Services, Inc. | 3.49% | 3,252,599 | $122,007,361 | $122,915,716 | +$908,355 | +0.74% | |
| Royal Bank Of Canada | 0.02% | 2,780,635 | $104,301,000 | $105,080,197 | +$779,197 | +0.75% | |
| Commonwealth Equity Services, Llc | 0.12% | 2,569,037 | $96,364,569 | $97,083,908 | +$719,339 | +0.75% | |
| Valmark Advisers, Inc. | 0.86% | 2,149,433 | $80,625,217 | $81,227,073 | +$601,856 | +0.75% | |
| Mml Investors Services, Llc | 0.15% | 2,008,472 | $75,337,777 | $75,900,157 | +$562,380 | +0.75% | |
| Jones Financial Companies Lllp | 0.03% | 1,904,509 | $71,438,112 | $71,971,395 | +$533,283 | +0.75% | |
| Sei Investments Co | 0.05% | 1,519,511 | $56,996,960 | $57,422,321 | +$425,361 | +0.75% | |
| Osaic Holdings, Inc. | 0.06% | 1,451,076 | $54,436,610 | $54,836,162 | +$399,552 | +0.73% | |
| Ubs Group Ag | 0.01% | 1,247,482 | $46,793,050 | $47,142,345 | +$349,295 | +0.75% | |
| Benjamin Edwards Inc | 0.41% | 1,193,341 | $44,761,969 | $45,096,356 | +$334,387 | +0.75% | |
| Stifel Financial Corp | 0.03% | 949,585 | $35,620,032 | $35,884,817 | +$264,785 | +0.74% | |
| Janney Montgomery Scott Llc | 0.07% | 908,136 | $34,064,000 | $34,318,459 | +$254,459 | +0.75% | |
| &Partners | 0.12% | 785,299 | $29,526,229 | $29,676,449 | +$150,220 | +0.51% | |
| J. Derek Lewis & Associates Inc. | 5.39% | 760,192 | $28,514,999 | $28,727,656 | +$212,657 | +0.75% | |
| Rothschild Investment Llc | 0.96% | 682,462 | $25,599,163 | $25,790,239 | +$191,076 | +0.75% | |
| Assetmark, Inc | 0.04% | 677,053 | $25,396,258 | $25,585,833 | +$189,575 | +0.75% | |
| Private Advisor Group, Llc | 0.11% | 668,071 | $25,059,371 | $25,246,403 | +$187,032 | +0.75% | |
| Compton Financial Group, Llc | 4.64% | 642,179 | $24,088,147 | $24,267,944 | +$179,797 | +0.75% | |
| Vestmark Advisory Solutions, Inc. | 0.20% | 571,601 | $21,440,753 | $21,600,802 | +$160,049 | +0.75% | |
| Onyx Bridge Wealth Group Llc | 1.48% | 437,428 | $16,430,458 | $16,530,404 | +$99,946 | +0.61% | |
| Kestra Advisory Services, Llc | 0.05% | 427,680 | $16,042,268 | $16,162,027 | +$119,759 | +0.75% | |
| Truist Financial Corp | 0.02% | 402,980 | $15,115,779 | $15,228,614 | +$112,835 | +0.75% | |
| Smartleaf Asset Management Llc | 0.49% | 397,851 | $15,074,597 | $15,034,789 | -$39,808 | -0.26% | |
| Newedge Advisors, Llc | 0.04% | 400,573 | $15,025,500 | $15,137,654 | +$112,154 | +0.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 364,737 | $13,790,710 | $13,783,411 | -$7,299 | -0.05% | |
| Integrated Wealth Concepts Llc | 0.09% | 366,288 | $13,739,487 | $13,842,024 | +$102,537 | +0.75% | |
| Harbour Investments, Inc. | 0.18% | 357,254 | $13,400,609 | $13,500,629 | +$100,020 | +0.75% | |
| Rm Financial Services, Llc | 8.92% | 319,974 | $12,002,241 | $12,091,817 | +$89,576 | +0.75% | |
| Boyer Financial Services, Inc. | 10.13% | 316,839 | $12,001,858 | $11,973,346 | -$28,512 | -0.24% | |
| Sweeney & Michel, Llc | 2.89% | 282,222 | $11,006,652 | $10,665,169 | -$341,483 | -3.10% | |
| Bank Of America Corp | 0.00% | 273,856 | $10,272,339 | $10,349,018 | +$76,679 | +0.75% | |
| Orion Porfolio Solutions, Llc | 0.08% | 269,282 | $10,100,767 | $10,176,167 | +$75,400 | +0.75% | |
| Cullen/Frost Bankers, Inc. | 0.10% | 262,721 | $9,854,663 | $9,928,227 | +$73,564 | +0.75% | |
| Captrust Financial Advisors | 0.01% | 248,434 | $9,318,749 | $9,388,321 | +$69,572 | +0.75% | |
| Concurrent Investment Advisors, Llc | 0.07% | 229,567 | $8,611,077 | $8,675,337 | +$64,260 | +0.75% | |
| Apollon Wealth Management, Llc | 0.10% | 227,691 | $8,540,676 | $8,604,443 | +$63,767 | +0.75% | |
| Swisher Financial Concepts, Inc. | 5.22% | 220,758 | $8,280,650 | $8,342,445 | +$61,795 | +0.75% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 218,709 | $8,203,781 | $8,265,013 | +$61,232 | +0.75% | |
| Arax Advisory Partners | 0.05% | 218,224 | $8,185,569 | $8,246,685 | +$61,116 | +0.75% | |
| Entruity Wealth, Llc | 5.14% | 211,729 | $7,941,966 | $8,001,239 | +$59,273 | +0.75% | |
| Advance Capital Management, Inc. | 0.25% | 202,650 | $7,601,389 | $7,658,144 | +$56,755 | +0.75% | |
| Merit Financial Group, Llc | 0.05% | 193,720 | $7,266,448 | $7,320,679 | +$54,231 | +0.75% |
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.