Capital Group Dividend Growe (CGDG): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow CGDG for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 282

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$37.51

+4.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CGDG (all 13F filers)

Capital International Investors18.1 MInvestment firm+844 K
LPL Financial12.9 MWealth adviser+1.5 M
Envestnet Asset Management12.3 MWealth adviser+1.5 M
Capital Group Private Client Services6.2 MWealth adviser+256 K
Wells Fargo5.8 MBank or trading desk+1.4 M
Raymond James Financial5.1 MWealth adviser+39 K
Cetera Investment Advisers4.2 MWealth adviser+336 K
Morgan Stanley3.9 MBank or trading desk−102 K
Confluence Wealth Services3.3 MWealth adviser+1.2 M
Royal Bank of Canada2.8 MBank or trading desk+183 K

Filer	Type
Capital International Investors	Investment firm	18.1 M	+844 K	$680M
LPL Financial	Wealth adviser	12.9 M	+1.5 M	$483M
Envestnet Asset Management	Wealth adviser	12.3 M	+1.5 M	$462M
Capital Group Private Client Services	Wealth adviser	6.2 M	+256 K	$232M
Wells Fargo	Bank or trading desk	5.8 M	+1.4 M	$219M
Raymond James Financial	Wealth adviser	5.1 M	+39 K	$193M
Cetera Investment Advisers	Wealth adviser	4.2 M	+336 K	$158M
Morgan Stanley	Bank or trading desk	3.9 M	−102 K	$148M
Confluence Wealth Services	Wealth adviser	3.3 M	+1.2 M	$122M
Royal Bank of Canada	Bank or trading desk	2.8 M	+183 K	$104M

Capital International Investors
Shares
18.1 M
Change
+844 K
See more
Type
Investment firm
Value
$680M
LPL Financial
Shares
12.9 M
Change
+1.5 M
See more
Type
Wealth adviser
Value
$483M
Envestnet Asset Management
Shares
12.3 M
Change
+1.5 M
See more
Type
Wealth adviser
Value
$462M
Capital Group Private Client Services
Shares
6.2 M
Change
+256 K
See more
Type
Wealth adviser
Value
$232M
Wells Fargo
Shares
5.8 M
Change
+1.4 M
See more
Type
Bank or trading desk
Value
$219M
Raymond James Financial
Shares
5.1 M
Change
+39 K
See more
Type
Wealth adviser
Value
$193M
Cetera Investment Advisers
Shares
4.2 M
Change
+336 K
See more
Type
Wealth adviser
Value
$158M
Morgan Stanley
Shares
3.9 M
Change
−102 K
See more
Type
Bank or trading desk
Value
$148M
Confluence Wealth Services
Shares
3.3 M
Change
+1.2 M
See more
Type
Wealth adviser
Value
$122M
Royal Bank of Canada
Shares
2.8 M
Change
+183 K
See more
Type
Bank or trading desk
Value
$104M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗