CGDG
Capital Group Dividend Growers ETF$36.02-0.30 (-0.84%)Financial ServicesNYSE_ARCA
Institutional Holders
200
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$InfinityT
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 63,490,640 | $2.8B | 0.76% | Share |
| 2 | Capital International Investors | 22,899,119 | $999.0M | 0.16% | Share |
| 3 | MORGAN STANLEY | 22,831,150 | $996.0M | 0.06% | Share |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 18,829,604 | $821.0M | 0.24% | Share |
| 5 | Cetera Investment Advisers | 16,399,426 | $715.0M | 0.78% | Share |
| 6 | Capital International Investors | 17,255,942 | $615.0M | 0.10% | Share |
| 7 | RAYMOND JAMES FINANCIAL INC | 13,720,813 | $598.0M | 0.19% | Share |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 12,355,874 | $539.0M | 0.72% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 11,178,816 | $487.0M | 0.09% | Share |
| 10 | JONES FINANCIAL COMPANIES LLLP | 10,322,178 | $450.0M | 0.27% | Share |
| 11 | Capital Group Private Client Services, Inc. | 10,152,683 | $443.1M | 7.05% | Share |
| 12 | Advance Capital Management, Inc. | 10,051,233 | $438.6M | 18.60% | Share |
| 13 | RAYMOND JAMES FINANCIAL INC | 9,695,533 | $423.0M | 0.13% | Share |
| 14 | UBS Group AG | 9,221,069 | $402.4M | 0.07% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 9,157,289 | $399.0M | 0.03% | Share |
| 16 | OSAIC HOLDINGS, INC. | 7,966,653 | $347.0M | 0.51% | Share |
| 17 | LPL Financial LLC | 9,651,113 | $343.0M | 0.09% | Share |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 9,283,853 | $330.0M | 0.10% | Share |
| 19 | BANK OF AMERICA CORP /DE/ | 7,305,938 | $318.0M | 0.02% | Share |
| 20 | Cambridge Investment Research Advisors, Inc. | 7,054,003 | $307.0M | 0.81% | Share |
| 21 | ROYAL BANK OF CANADA | 6,219,193 | $271.0M | 0.04% | Share |
| 22 | Confluence Wealth Services, Inc. | 5,788,946 | $252.6M | 10.47% | Share |
| 23 | Kestra Advisory Services, LLC | 5,096,745 | $222.0M | 0.91% | Share |
| 24 | WELLS FARGO & COMPANY/MN | 5,081,383 | $221.0M | 0.04% | Share |
| 25 | MML INVESTORS SERVICES, LLC | 4,921,276 | $214.0M | 0.52% | Share |
| 26 | STIFEL FINANCIAL CORP | 4,620,201 | $201.0M | 0.18% | Share |
| 27 | Advance Capital Management, Inc. | 5,373,945 | $191.5M | 8.12% | Share |
| 28 | Capital Group Private Client Services, Inc. | 5,180,776 | $184.6M | 2.94% | Share |
| 29 | D.A. DAVIDSON & CO. | 3,541,612 | $154.6M | 0.95% | Share |
| 30 | AXXCESS WEALTH MANAGEMENT, LLC | 3,520,015 | $153.6M | 0.59% | Share |
| 31 | Private Advisor Group, LLC | 3,511,207 | $153.0M | 0.72% | Share |
| 32 | Janney Montgomery Scott LLC | 2,928,421 | $127.0M | 0.29% | Share |
| 33 | Cetera Investment Advisers | 3,221,615 | $114.0M | 0.12% | Share |
| 34 | Bogart Wealth, LLC | 2,379,570 | $103.8M | 4.17% | Share |
| 35 | &PARTNERS | 2,379,691 | $103.0M | 0.54% | Share |
| 36 | MORGAN STANLEY | 2,831,829 | $100.0M | 0.01% | Share |
| 37 | Johnson Bixby & Associates, LLC | 2,071,128 | $90.4M | 11.20% | Share |
| 38 | Kestra Investment Management, LLC | 2,045,637 | $89.3M | 2.18% | Share |
| 39 | RAYMOND JAMES FINANCIAL INC | 2,492,558 | $88.0M | 0.03% | Share |
| 40 | CWM, LLC | 1,997,808 | $87.2M | 0.24% | Share |
| 41 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,853,415 | $80.9M | 6.20% | Share |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,818,650 | $80.7M | 0.11% | Share |
| 43 | Baird Financial Group, Inc. | 1,848,175 | $80.0M | 0.12% | Share |
| 44 | HighTower Advisors, LLC | 1,803,336 | $78.0M | 0.09% | Share |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,011,123 | $77.0M | 0.05% | Share |
| 46 | Mariner, LLC | 1,766,516 | $77.0M | 0.09% | Share |
| 47 | WELLS FARGO & COMPANY/MN | 2,133,890 | $76.0M | 0.01% | Share |
| 48 | Merit Financial Group, LLC | 1,739,077 | $75.9M | 0.61% | Share |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 2,116,422 | $75.0M | 0.10% | Share |
| 50 | ROYAL BANK OF CANADA | 2,075,313 | $73.0M | 0.01% | Share |
| 51 | SEI INVESTMENTS CO | 1,641,702 | $71.0M | 0.07% | Share |
| 52 | Confluence Wealth Services, Inc. | 1,964,081 | $70.0M | 2.90% | Share |
| 53 | IAM Advisory, LLC | 1,426,848 | $62.3M | 13.84% | Share |
| 54 | Equitable Holdings, Inc. | 1,426,110 | $62.0M | 0.42% | Share |
| 55 | TRUIST FINANCIAL CORP | 1,410,832 | $61.6M | 0.08% | Share |
| 56 | Aptus Capital Advisors, LLC | 1,372,295 | $59.0M | 0.42% | Share |
| 57 | NewEdge Advisors, LLC | 1,351,390 | $58.0M | 0.21% | Share |
| 58 | Integrated Wealth Concepts LLC | 1,337,699 | $58.0M | 0.69% | Share |
| 59 | RAYMOND JAMES FINANCIAL INC | 1,652,348 | $58.0M | 0.02% | Share |
| 60 | Souders Financial Advisors | 1,321,368 | $57.7M | 6.60% | Share |
| 61 | GUARDIAN WEALTH ADVISORS, LLC / NC | 1,252,659 | $54.7M | 3.40% | Share |
| 62 | MML INVESTORS SERVICES, LLC | 1,516,279 | $54.0M | 0.13% | Share |
| 63 | Wealthcare Advisory Partners LLC | 1,236,233 | $53.9M | 1.06% | Share |
| 64 | Bank of New York Mellon Corp | 1,130,628 | $49.0M | 0.01% | Share |
| 65 | Prospera Financial Services Inc | 1,121,607 | $48.0M | 0.79% | Share |
| 66 | Cambridge Investment Research Advisors, Inc. | 1,330,503 | $47.0M | 0.12% | Share |
| 67 | Valmark Advisers, Inc. | 1,061,204 | $46.3M | 0.57% | Share |
| 68 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,057,447 | $46.1M | 5.53% | Share |
| 69 | Erickson Financial Group, LLC | 1,047,414 | $45.7M | 28.07% | Share |
| 70 | Western Wealth Management, LLC | 1,036,355 | $45.0M | 2.07% | Share |
| 71 | BENJAMIN EDWARDS INC | 1,007,371 | $44.0M | 0.49% | Share |
| 72 | Summit Investment Advisory Services, LLC | 1,005,641 | $43.9M | 16.56% | Share |
| 73 | JANE STREET GROUP, LLC | 1,000,000 | $43.0M | 0.01% | Share |
| 74 | CAPTRUST FINANCIAL ADVISORS | 941,618 | $41.0M | 0.08% | Share |
| 75 | Continuum Advisory, LLC | 936,425 | $40.9M | 4.09% | Share |
| 76 | PARK NATIONAL CORP /OH/ | 912,304 | $39.8M | 1.24% | Share |
| 77 | SK Wealth Management, LLC | 881,619 | $39.7M | 11.07% | Share |
| 78 | OSAIC HOLDINGS, INC. | 889,785 | $38.0M | 0.06% | Share |
| 79 | Gerber Kawasaki Wealth & Investment Management | 857,820 | $37.4M | 1.31% | Share |
| 80 | JONES FINANCIAL COMPANIES LLLP | 1,066,170 | $37.0M | 0.02% | Share |
| 81 | Geneos Wealth Management Inc. | 828,480 | $36.2M | 0.88% | Share |
| 82 | Procyon Advisors, LLC | 812,905 | $35.5M | 1.75% | Share |
| 83 | OSAIC HOLDINGS, INC. | 997,175 | $35.0M | 0.05% | Share |
| 84 | Mason Investment Advisory Services, Inc. | 789,138 | $34.4M | 1.63% | Share |
| 85 | JANE STREET GROUP, LLC | 960,000 | $34.0M | 0.01% | Share |
| 86 | ASSETMARK, INC | 761,901 | $33.2M | 0.07% | Share |
| 87 | UBS Group AG | 930,806 | $33.2M | 0.01% | Share |
| 88 | CIBC Private Wealth Group LLC | 765,786 | $33.0M | 0.06% | Share |
| 89 | Global Retirement Partners, LLC | 764,396 | $33.0M | 0.59% | Share |
| 90 | AA Financial Advisors, LLC | 755,250 | $33.0M | 6.09% | Share |
| 91 | Concurrent Investment Advisors, LLC | 752,996 | $32.9M | 0.37% | Share |
| 92 | HARBOUR INVESTMENTS, INC. | 752,076 | $32.8M | 0.67% | Share |
| 93 | KESTRA PRIVATE WEALTH SERVICES, LLC | 737,930 | $32.2M | 0.40% | Share |
| 94 | TUDOR INVESTMENT CORP ET AL | 735,187 | $32.0M | 0.06% | Share |
| 95 | SEI INVESTMENTS CO | 870,397 | $31.0M | 0.03% | Share |
| 96 | AVAII WEALTH MANAGEMENT, LLC | 691,471 | $30.2M | 10.94% | Share |
| 97 | Sanctuary Advisors, LLC | 649,426 | $28.3M | 0.15% | Share |
| 98 | Midwest Heritage Bank, FSB | 647,710 | $28.3M | 9.76% | Share |
| 99 | Wealth Science Advisors LLC | 647,122 | $28.2M | 16.29% | Share |
| 100 | Private Advisor Group, LLC | 787,274 | $28.0M | 0.13% | Share |
| 101 | Royal Harbor Partners, LLC | 637,867 | $27.8M | 9.20% | Share |
| 102 | FOURPATH CAPITAL MANAGEMENT, LLC | 634,213 | $27.7M | 3.79% | Share |
| 103 | BIP Wealth, LLC | 629,240 | $27.5M | 0.97% | Share |
| 104 | FOURPATH CAPITAL MANAGEMENT, LLC | 764,106 | $27.2M | 3.73% | Share |
| 105 | CREATIVE FINANCIAL DESIGNS INC /ADV | 620,107 | $27.1M | 1.71% | Share |
| 106 | Orion Porfolio Solutions, LLC | 639,510 | $27.0M | 0.20% | Share |
| 107 | BLAIR WILLIAM & CO/IL | 620,736 | $27.0M | 0.07% | Share |
| 108 | SILVER OAK SECURITIES, INCORPORATED | 607,965 | $26.7M | 1.80% | Share |
| 109 | Modern Wealth Management, LLC | 611,921 | $26.7M | 0.49% | Share |
| 110 | BENJAMIN EDWARDS INC | 743,603 | $26.5M | 0.29% | Share |
| 111 | Ergawealth Advisors, Inc. | 602,751 | $26.3M | 12.10% | Share |
| 112 | Valmark Advisers, Inc. | 726,834 | $25.9M | 0.32% | Share |
| 113 | FSA WEALTH PARTNERS, INC. | 584,691 | $25.5M | 9.17% | Share |
| 114 | Onyx Bridge Wealth Group LLC | 582,929 | $25.4M | 2.71% | Share |
| 115 | CARY STREET PARTNERS FINANCIAL LLC | 577,348 | $25.2M | 0.62% | Share |
| 116 | Rockefeller Capital Management L.P. | 557,254 | $24.0M | 0.04% | Share |
| 117 | Sanctuary Advisors, LLC | 672,548 | $24.0M | 0.15% | Share |
| 118 | Sanctuary Advisors, LLC | 672,548 | $24.0M | 0.17% | Share |
| 119 | Vestmark Advisory Solutions, Inc. | 549,049 | $24.0M | 0.32% | Share |
| 120 | Teamwork Financial Advisors, LLC | 545,485 | $23.8M | 2.40% | Share |
| 121 | Sanctuary Advisors, LLC | 602,102 | $23.8M | 0.15% | Share |
| 122 | Capital Advantage, Inc. | 534,368 | $23.3M | 3.15% | Share |
| 123 | Core Wealth Advisors, Inc. | 531,587 | $23.2M | 6.02% | Share |
| 124 | Per Stirling Capital Management, LLC. | 529,062 | $23.1M | 2.59% | Share |
| 125 | New England Private Wealth Advisors LLC | 507,441 | $22.1M | 1.33% | Share |
| 126 | WELLS FARGO & COMPANY/MN | 621,695 | $22.0M | 0.00% | Share |
| 127 | KWB Wealth | 501,612 | $21.9M | 2.07% | Share |
| 128 | Challenger Wealth Management | 485,589 | $21.2M | 16.17% | Share |
| 129 | ROTHSCHILD INVESTMENT LLC | 596,092 | $21.0M | 1.16% | Share |
| 130 | Focus Partners Wealth | 496,685 | $21.0M | 0.02% | Share |
| 131 | THOROUGHBRED FINANCIAL SERVICES, LLC | 492,481 | $21.0M | 1.24% | Share |
| 132 | GREAT VALLEY ADVISOR GROUP, INC. | 496,245 | $21.0M | 0.40% | Share |
| 133 | Wood Tarver Financial Group, LLC | 480,154 | $21.0M | 5.88% | Share |
| 134 | ASSETMARK, INC | 564,722 | $20.1M | 0.04% | Share |
| 135 | STIFEL FINANCIAL CORP | 587,934 | $20.0M | 0.02% | Share |
| 136 | IFP Advisors, Inc | 479,476 | $20.0M | 0.45% | Share |
| 137 | MISSION WEALTH MANAGEMENT, LP | 459,715 | $20.0M | 0.40% | Share |
| 138 | ACT Advisors, LLC. | 449,105 | $19.6M | 7.72% | Share |
| 139 | Kingsview Wealth Management, LLC | 454,659 | $19.0M | 0.27% | Share |
| 140 | RFG Advisory, LLC | 430,492 | $18.8M | 0.35% | Share |
| 141 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 425,712 | $18.6M | 12.35% | Share |
| 142 | Platt Wealth Management LLC | 420,280 | $18.3M | 18.18% | Share |
| 143 | REGIMEN WEALTH, LLC | 418,093 | $18.2M | 5.34% | Share |
| 144 | Beacon Financial Advisory LLC | 417,491 | $18.2M | 4.22% | Share |
| 145 | Forge Financial Services LLC | 415,032 | $18.1M | 7.74% | Share |
| 146 | Venture Visionary Partners LLC | 410,945 | $18.0M | 0.59% | Share |
| 147 | Janney Montgomery Scott LLC | 528,373 | $18.0M | 0.04% | Share |
| 148 | &PARTNERS | 525,821 | $18.0M | 0.09% | Share |
| 149 | Entruity Wealth, LLC | 408,252 | $17.8M | 12.70% | Share |
| 150 | Apollon Wealth Management, LLC | 407,299 | $17.8M | 0.31% | Share |
| 151 | VVR Holdings LLC | 406,768 | $17.8M | 9.23% | Share |
| 152 | WJ Wealth Management, LLC | 404,925 | $17.7M | 7.74% | Share |
| 153 | SMITH, MOORE & CO. | 404,184 | $17.6M | 1.33% | Share |
| 154 | Kera Capital Partners, Inc. | 387,116 | $17.4M | 2.14% | Share |
| 155 | Sunrise Financial Services, LLC | 393,444 | $17.2M | 12.94% | Share |
| 156 | JPMORGAN CHASE & CO | 390,484 | $17.0M | 0.00% | Share |
| 157 | Kropog Financial Group, LLC | 387,561 | $16.9M | 13.10% | Share |
| 158 | ST GERMAIN D J CO INC | 381,131 | $16.6M | 0.65% | Share |
| 159 | Vestmark Advisory Solutions, Inc. | 465,723 | $16.6M | 0.22% | Share |
| 160 | DAVENPORT & Co LLC | 362,800 | $15.8M | 0.08% | Share |
| 161 | Clarity Retirement & Wealth, LLC | 349,717 | $15.3M | 13.43% | Share |
| 162 | Sovran Advisors, LLC | 341,726 | $15.2M | 1.29% | Share |
| 163 | MENORA MIVTACHIM HOLDINGS LTD. | 341,890 | $14.9M | 0.07% | Share |
| 164 | Michael Brady & Co., LLC | 341,590 | $14.9M | 14.88% | Share |
| 165 | Ruggaard & Associates LLC | 338,707 | $14.8M | 5.82% | Share |
| 166 | Onyx Bridge Wealth Group LLC | 414,523 | $14.8M | 1.57% | Share |
| 167 | FORTRESS PRIVATE LEDGER, LLC | 335,748 | $14.7M | 4.82% | Share |
| 168 | Visionary Wealth Advisors | 332,880 | $14.5M | 0.65% | Share |
| 169 | KPP Advisory Services LLC | 332,461 | $14.5M | 2.11% | Share |
| 170 | CJM Wealth Advisers, Ltd. | 331,859 | $14.5M | 4.33% | Share |
| 171 | Melone Private Wealth, LLC | 319,721 | $14.0M | 5.92% | Share |
| 172 | First Heartland Consultants, Inc. | 316,602 | $13.8M | 1.05% | Share |
| 173 | Gutierrez Wealth Advisory, LLC | 305,522 | $13.3M | 8.38% | Share |
| 174 | Kaizen Financial Strategies | 304,926 | $13.3M | 5.87% | Share |
| 175 | Hartmann Taylor Wealth Management, LLC | 298,867 | $13.0M | 8.80% | Share |
| 176 | WEDBUSH SECURITIES INC | 301,920 | $13.0M | 0.38% | Share |
| 177 | Smartleaf Asset Management LLC | 385,494 | $13.0M | 0.49% | Share |
| 178 | Rockefeller Capital Management L.P. | 303,129 | $13.0M | 0.02% | Share |
| 179 | Code Waechter LLC | 296,062 | $12.9M | 8.30% | Share |
| 180 | CLG LLC | 295,217 | $12.9M | 3.21% | Share |
| 181 | Greenbush Financial Group, LLC | 294,173 | $12.8M | 4.37% | Share |
| 182 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 294,118 | $12.8M | 0.68% | Share |
| 183 | Sigma Planning Corp | 280,829 | $12.3M | 0.34% | Share |
| 184 | Bouvel Investment Partners, LLC | 280,688 | $12.2M | 3.53% | Share |
| 185 | World Investment Advisors | 288,137 | $12.2M | 0.23% | Share |
| 186 | AMERIPRISE FINANCIAL INC | 288,118 | $12.0M | 0.00% | Share |
| 187 | Cresset Asset Management, LLC | 276,611 | $12.0M | 0.05% | Share |
| 188 | BANK OF AMERICA CORP /DE/ | 282,909 | $12.0M | 0.00% | Share |
| 189 | PRINCIPAL SECURITIES, INC. | 296,898 | $12.0M | 0.19% | Share |
| 190 | VestGen Advisors, LLC | 275,958 | $12.0M | 0.51% | Share |
| 191 | Rothschild Wealth LLC | 287,143 | $12.0M | 1.45% | Share |
| 192 | Concurrent Investment Advisors, LLC | 272,746 | $11.9M | 0.14% | Share |
| 193 | Swisher Financial Concepts, Inc. | 270,859 | $11.8M | 6.71% | Share |
| 194 | Vigil Wealth Management, LLC | 269,745 | $11.8M | 9.79% | Share |
| 195 | Clearview Wealth Advisors LLC | 267,294 | $11.7M | 7.39% | Share |
| 196 | McCarthy Asset Management, Inc. | 264,940 | $11.6M | 6.04% | Share |
| 197 | FOUNDERS FINANCIAL SECURITIES LLC | 264,834 | $11.6M | 0.68% | Share |
| 198 | IMG Wealth Management, Inc. | 262,904 | $11.5M | 7.29% | Share |
| 199 | Gaddis Premier Wealth Advisors LLC | 257,474 | $11.2M | 8.53% | Share |
| 200 | Ridgeline Wealth Planning, LLC | 255,710 | $11.2M | 7.96% | Share |