13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
CGDG

CAPITAL GROUP DIVIDEND GROWE

275 institutions still hold CAPITAL GROUP DIVIDEND GROWE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021L109·Exchange Traded Fund·275 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.3%
vs prior quarter
13F value held
$2.9B
69.0% inst. owned
of float
Holders
275
+135 QoQ
filers reporting
Activity
+8 / −116
+1,005 added · −910 reduced
this quarter
Concentration
21.21%
Capital International Investors #1
top holder share
AI Holders Summary · Q1 2026

275 institutions reported CGDG in Q1 2026. Capital International Investors leads at 21.2% of the visible book. +135 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital International Investors
CIK 0001562230
$620M17.3M0.15%Q1 202602
LPL Financial LLC
CIK 0001403438
$409M11.4M0.11%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$386M10.8M0.10%Q1 202604
Capital Group Private Client Services, Inc.
CIK 0001857666
$213M5.9M3.59%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$183M5.1M0.06%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$158M4.4M0.03%Q1 202607
MORGAN STANLEY
CIK 0000895421
$145M4.0M0.01%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$139M3.9M0.15%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$93M2.6M0.02%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$84M2.3M0.12%Q1 202611
Valmark Advisers, Inc.
CIK 0001380443
$75M2.1M0.89%Q1 202612
Confluence Wealth Services, Inc.
CIK 0001910411
$74M2.1M2.86%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$55M1.5M0.15%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$55M1.6M0.03%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$44M1.2M0.01%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$43M1.2M0.06%Q1 202617
SEI INVESTMENTS CO
CIK 0000350894
$43M1.2M0.04%Q1 202618
UBS Group AG
CIK 0001610520
$41M1.1M0.01%Q1 202619
BENJAMIN EDWARDS INC
CIK 0001451623
$33M924K0.33%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$30M826K0.14%Q1 2026
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