CGDG — Capital Group Dividend Growe Institutional Holders · Q3 2026
Who owns Capital Group Dividend Growe (CGDG)? 16 institutions reported holding $19.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shira Ridge Wealth Management ($4.9M), Venture Visionary Partners LLC ($4.7M), Nautilus Advisors LLC ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Shira Ridge Wealth Management | $4.9M | 131,588 | Added |
| 2 | Venture Visionary Partners LLC | $4.7M | 125,869 | Added |
| 3 | Nautilus Advisors LLC | $2.0M | 54,230 | Trimmed |
| 4 | LifeGoal Investments, LLC | $1.5M | 40,542 | Trimmed |
| 5 | Lincoln Capital LLC | $1.4M | 38,438 | Added |
| 6 | PRIVATE CLIENT SERVICES, LLC | $1.1M | 30,315 | Added |
| 7 | M.E. ALLISON & CO., INC. | $1.0M | 27,368 | Added |
| 8 | Farther Finance Advisors, LLC | $954,334 | 25,772 | Trimmed |
| 9 | First Heartland Consultants, Inc. | $743,973 | 20,091 | Added |
| 10 | PUFF WEALTH MANAGEMENT, LLC | $586,233 | 15,831 | Added |
| 11 | TITLEIST ASSET MANAGEMENT, LLC | $351,507 | 9,492 | Trimmed |
| 12 | Harpswell Capital Advisors, LLC | $259,210 | 7,000 | Hold |
| 13 | GAMMA Investing LLC | $117,681 | 3,178 | Hold |
| 14 | CoreCap Advisors, LLC | $41,288 | 1,115 | Added |
| 15 | CX Institutional | $23,000 | 634 | Trimmed |
| 16 | Trust Co | $1,111 | 30 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30