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
Q2 		$483M Buy
12,877,932
+1,488,564
+13% +$55.4M 0.11% 197
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 $484B AUM 34.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's CGDG Position: Q2 2026 in Review

LPL Financial increased its Capital Group Dividend Growers ETF (CGDG) stake by 13% in Q2 2026, buying an estimated $55.4M and bringing the position to 12,877,932 shares worth $483M. The position accounts for 0.11% of the portfolio, ranked #197.

LPL Financial first reported a position in CGDG in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • LPL Financial held 12,877,932 shares of Capital Group Dividend Growers ETF worth $483M as of Q2 2026.
  • LPL Financial bought 1,488,564 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $55.4M.
  • Capital Group Dividend Growers ETF made up 0.11% of LPL Financial's portfolio in Q2 2026, its #197 holding.
  • LPL Financial first reported a position in Capital Group Dividend Growers ETF in Q1 2024 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.