CGDG: Capital Group Dividend Growe insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Institutional ownership (Q2 2026)

280 institutions reported holding $4.16B of Capital Group Dividend Growe on Form 13F (266 the quarter before). 29 opened a new position and 15 sold out. Shares held by institutions: +11%.

Largest holdersSharesValue
Capital International Investors18,119,994$679.68M
LPL Financial LLC12,877,932$483.05M
ENVESTNET ASSET MANAGEMENT INC12,307,351$461.65M
Capital Group Private Client Services, Inc.6,193,883$232.33M
WELLS FARGO & COMPANY/MN5,843,795$219.20M
RAYMOND JAMES FINANCIAL INC5,138,553$192.75M
Cetera Investment Advisers4,206,692$157.79M
MORGAN STANLEY3,945,234$147.99M
Confluence Wealth Services, Inc.3,252,599$122.01M
ROYAL BANK OF CANADA2,780,635$104.30M

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