CGDG · Insider trading · 13F holders · Congress trades
Capital Group Divid Growers ETF (CGDG)
Who is buying and selling CGDG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 53
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGDG at a glance
- No open-market insider purchases or sales of CGDG were filed in the last 90 days.
- 53 13F filers hold CGDG among their 50 largest positions, worth $711.9M combined. The biggest bets by portfolio weight are Boyer Financial Services, Inc. (9.6%), RM Financial Services, LLC (8.9%) and J. Derek Lewis & Associates Inc. (5.4%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
- No member of Congress has disclosed a trade in CGDG.
CGDG insider trading
No open-market insider purchases or sales of CGDG were filed in the last 90 days.
Who owns CGDG? Hedge funds and superinvestors
53 13F filers hold CGDG among their 50 largest positions, worth $711.9M combined. The biggest bets by portfolio weight are Boyer Financial Services, Inc. (9.6%), RM Financial Services, LLC (8.9%) and J. Derek Lewis & Associates Inc. (5.4%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 3.3% | $232.3M | 6,193,883 | +4.3% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 3.5% | $122.0M | 3,252,599 | +58.1% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 0.9% | $80.6M | 2,149,433 | +3.4% shares | Q2 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 5.4% | $28.5M | 760,192 | +12.4% shares | Q2 2026 |
| Rothschild Investment LLCWealth manager | 1.0% | $25.6M | 682,462 | +3.3% shares | Q2 2026 |
| Compton Financial Group, LLCWealth manager | 4.6% | $24.1M | 642,179 | +114.5% shares | Q2 2026 |
| Onyx Bridge Wealth Group LLCWealth manager | 1.4% | $15.9M | 428,422 | -2.1% shares | Q3 2026 |
| KWB WealthWealth manager | 1.3% | $15.4M | 417,000 | — | Q3 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 0.5% | $15.1M | 397,851 | +0.0% shares | Q2 2026 |
| RM Financial Services, LLCWealth manager | 8.9% | $12.0M | 319,974 | +4.0% shares | Q2 2026 |
| Boyer Financial Services, Inc.Wealth manager | 9.6% | $12.0M | 323,569 | +2.1% shares | Q3 2026 |
| Sweeney & Michel, LLCWealth manager | 2.8% | $10.7M | 286,421 | +1.5% shares | Q3 2026 |
| Swisher Financial Concepts, Inc.Wealth manager | 5.2% | $8.3M | 220,758 | -0.7% shares | Q2 2026 |
| Entruity Wealth, LLCWealth manager | 5.1% | $7.9M | 211,729 | -2.4% shares | Q2 2026 |
| NavPoint Financial, Inc.Wealth manager | 2.7% | $7.7M | 208,803 | +14.4% shares | Q3 2026 |
| Advance Capital Management, Inc.Wealth manager | 0.2% | $7.6M | 202,650 | -3.8% shares | Q2 2026 |
| Founders Financial Alliance, LLCWealth manager | 0.9% | $7.1M | 190,204 | +6.3% shares | Q2 2026 |
| Hopwood Nicholas HunterInvestment manager | 1.8% | $6.6M | 175,686 | +8.7% shares | Q2 2026 |
| BlueChip Wealth Advisors LLCWealth manager | 2.0% | $5.4M | 143,983 | +0.7% shares | Q2 2026 |
| WealthCare Investment Partners, LLCWealth manager | 1.3% | $5.2M | 139,637 | +0.3% shares | Q2 2026 |
| Shira Ridge Wealth ManagementWealth manager | 1.7% | $4.9M | 131,588 | +10.4% shares | Q3 2026 |
| LongView Wealth ManagementWealth manager | 1.2% | $4.8M | 129,840 | +7.4% shares | Q3 2026 |
| BNB Wealth Management, LLCWealth manager | 2.6% | $4.7M | 126,564 | +6.4% shares | Q3 2026 |
| Elequin Capital, LPHedge fund | 0.5% | $3.5M | 93,703 | — | Q2 2026 |
| Endeavor Private Wealth, Inc.Wealth manager | 0.8% | $3.2M | 84,585 | +3.4% shares | Q2 2026 |
| Latitude Advisors, LLCWealth manager | 1.0% | $3.1M | 83,826 | +31.7% shares | Q3 2026 |
| Seamount Financial Group IncWealth manager | 1.2% | $3.0M | 81,301 | +5.1% shares | Q3 2026 |
| Trueblood Wealth Management, LLCWealth manager | 0.9% | $2.5M | 66,599 | +3.8% shares | Q3 2026 |
| MFA Wealth ServicesWealth manager | 1.5% | $2.5M | 66,472 | +4.8% shares | Q3 2026 |
| National Wealth Management Group, LLCWealth manager | 0.6% | $2.2M | 59,617 | -30.8% shares | Q3 2026 |
The 30 largest of 53 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 28). Screen CGDG in the grand portfolio →
CGDG stock trades by members of Congress
No member of Congress has disclosed a trade in CGDG.
CGDG questions and answers
Are insiders buying CGDG stock?
No open-market insider purchases or sales of CGDG were filed in the last 90 days.
Which hedge funds own CGDG?
53 13F filers hold CGDG among their 50 largest positions, worth $711.9M combined. The biggest bets by portfolio weight are Boyer Financial Services, Inc. (9.6%), RM Financial Services, LLC (8.9%) and J. Derek Lewis & Associates Inc. (5.4%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
Has Congress traded CGDG?
No member of Congress has disclosed a trade in CGDG.
Who is the largest holder of CGDG?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGDG position, $232.3M (6,193,883 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Boyer Financial Services, Inc.'s: 9.6% of its portfolio.
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