LPL Financial
CGDG icon

LPL Financial’s Capital Group Dividend Growers ETF CGDG Stock Holding History

LPL Financial’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409M Buy
11,389,368
+1,738,255
+18% +$63.7M 0.11% 193
2025
Q4 		$344M Buy
9,651,113
+1,929,512
+25% +$67.9M 0.09% 201
2025
Q3 		$268M Buy
7,721,601
+2,155,966
+39% +$73.4M 0.08% 239
2025
Q2 		$187M Buy
5,565,635
+2,828,599
+103% +$89.9M 0.06% 293
2025
Q1 		$84.6M Buy
2,737,036
+1,315,981
+93% +$40.5M 0.03% 478
2024
Q4 		$42.1M Buy
1,421,055
+366,332
+35% +$11.1M 0.02% 740
2024
Q3 		$32.4M Buy
1,054,723
+610,685
+138% +$18.1M 0.01% 802
2024
Q2 		$12.6M Buy
444,038
+292,056
+192% +$8.31M 0.01% 1219
2024
Q1 		$4.35M Buy
+151,982
New +$4.19M ﹤0.01% 1895

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial's CGDG Position: Q1 2026 in Review

LPL Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 18% in Q1 2026, buying an estimated $63.7M and bringing the position to 11,389,368 shares worth $409M. The position accounts for 0.11% of the portfolio, ranked #193.

LPL Financial first reported a position in CGDG in Q1 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • LPL Financial held 11,389,368 shares of Capital Group Dividend Growers ETF worth $409M as of Q1 2026.
  • LPL Financial bought 1,738,255 Capital Group Dividend Growers ETF shares in Q1 2026, an estimated $63.7M.
  • Capital Group Dividend Growers ETF made up 0.11% of LPL Financial's portfolio in Q1 2026, its #193 holding.
  • LPL Financial first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 9 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.