CGDG

Cap Group Dividend Growers

+$373.3M

Net Activity

Institutions Holding

263

Popularity Rank

#2259

Avg Weight

0.39%

Total Value

$3.7B

Ownership Trend

263 institutions currently hold CGDG, with 197 net buyers and 58 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

58

Net Buying Institutions

197

Key Holders

Key Holders

Top 5 by Value

CI
Capital International Investors
$620.2M
LF
LPL Financial LLC
$408.9M
EA
Envestnet Asset Management INC
$386.3M
CG
Capital Group Private Client Services, Inc.
$213.2M
RJ
Raymond James Financial INC
$183.1M

Top 5 by Conviction

BF
Boyer Financial Services, Inc.
11.31%
RF
RM Financial Services, LLC
9.52%
JD
J. Derek Lewis & Associates Inc.
5.47%
EW
Entruity Wealth, LLC
5.28%
SF
Swisher Financial Concepts, Inc.
4.47%
View all 263 holding institutions

Quarterly Activity

Recent Activity

+$3.8B

Total Buy Value

$358.6M

Total Sell Value

New buy35
Trim41
Add162
Sold out17

197

Net Buyers

58

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP DIVIDEND GROWERS (CGDG)?
Major stakeholders currently include Capital International Investors ($620.2M), LPL Financial LLC ($408.9M), Envestnet Asset Management INC ($386.3M). Based on the latest 13F filings, there are a total of 263 tracked investment funds and institutions maintaining positions in CGDG.
What is the overall institutional sentiment toward CGDG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $373.3M, driven by 197 managers accumulating shares while 58 reduced their exposure.
Which institutions have been selling or reducing their CGDG positions?
In the latest period, 41 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $358.6M.
Are there any notable investors adding CGDG to their portfolios?
Yes, buying activity remains notable. 35 institutions opened new positions in {ticker}, and 162 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.8B.

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