Who Owns CAPITAL GROUP DIVIDEND GROWE (CGDG)? -- Institutional Holders (2026-03-31)

281 institutions reported holding $3.72B of CAPITAL GROUP DIVIDEND GROWE (CGDG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital International Investors ($620.2M), LPL Financial LLC ($408.9M), ENVESTNET ASSET MANAGEMENT INC ($386.3M), Capital Group Private Client Services, Inc. ($213.2M), RAYMOND JAMES FINANCIAL INC ($183.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital International Investors$620.2M17.3MAdded
2LPL Financial LLC$408.9M11.4MAdded
3ENVESTNET ASSET MANAGEMENT INC$386.3M10.8MAdded
4Capital Group Private Client Services, Inc.$213.2M5.9MAdded
5RAYMOND JAMES FINANCIAL INC$183.1M5.1MAdded
6WELLS FARGO & COMPANY/MN$158.5M4.4MAdded
7MORGAN STANLEY$145.3M4.0MAdded
8Cetera Investment Advisers$138.9M3.9MAdded
9Royal Bank of Canada$93.3M2.6MAdded
10COMMONWEALTH EQUITY SERVICES, LLC$83.7M2.3MAdded
11Valmark Advisers, Inc.$74.6M2.1MAdded
12Confluence Wealth Services, Inc.$73.8M2.1MAdded
13Cambridge Investment Research Advisors, Inc.$57.0M1.6MAdded
14MML INVESTORS SERVICES, LLC$55.5M1.5MAdded
15JONES FINANCIAL COMPANIES LLLP$54.5M1.6MAdded
16JANE STREET GROUP, LLC$44.5M1.2MAdded
17OSAIC HOLDINGS, INC.$43.2M1.2MAdded
18SEI INVESTMENTS CO$42.7M1.2MAdded
19UBS Group AG$40.6M1.1MAdded
20BENJAMIN EDWARDS INC$33.2M924,317Added
21Private Advisor Group, LLC$29.7M826,492Added
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28.7M799,288Trimmed
23STIFEL FINANCIAL CORP$28.4M790,074Added
24Janney Montgomery Scott LLC$27.1M753,833Added
25J. Derek Lewis & Associates Inc.$24.3M676,165Added

Source: SEC Form 13F filings · as of 2026-03-31