MML Investors Services
CGDG icon

MML Investors Services’s Capital Group Dividend Growers ETF CGDG Stock Holding History

MML Investors Services’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 		$75.3M Buy
2,008,472
+462,869
+30% +$17.2M 0.15% 135
2026
Q1 		$55.5M Buy
1,545,603
+29,324
+2% +$1.07M 0.15% 131
2025
Q4 		$54M Buy
1,516,279
+216,602
+17% +$7.62M 0.13% 159
2025
Q3 		$45M Buy
1,299,677
+174,143
+15% +$5.93M 0.12% 172
2025
Q2 		$37.9M Buy
1,125,534
+151,344
+16% +$4.81M 0.11% 194
2025
Q1 		$30.1M Buy
974,190
+47,186
+5% +$1.45M 0.1% 209
2024
Q4 		$27.5M Buy
927,004
+332,390
+56% +$10.1M 0.09% 214
2024
Q3 		$18.3M Buy
594,614
+233,068
+64% +$6.89M 0.07% 286
2024
Q2 		$10.3M Buy
361,546
+99,462
+38% +$2.83M 0.04% 392
2024
Q1 		$7.5M Buy
262,084
+233,844
+828% +$6.45M 0.03% 497
2023
Q4 		$767K Buy
+28,240
New +$723K ﹤0.01% 1507

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services's CGDG Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Dividend Growers ETF (CGDG) stake by 30% in Q2 2026, buying an estimated $17.2M and bringing the position to 2,008,472 shares worth $75.3M. The position accounts for 0.15% of the portfolio, ranked #135.

MML Investors Services first reported a position in CGDG in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold CGDG as of Q2 2026.

  • MML Investors Services held 2,008,472 shares of Capital Group Dividend Growers ETF worth $75.3M as of Q2 2026.
  • MML Investors Services bought 462,869 Capital Group Dividend Growers ETF shares in Q2 2026, an estimated $17.2M.
  • Capital Group Dividend Growers ETF made up 0.15% of MML Investors Services's portfolio in Q2 2026, its #135 holding.
  • MML Investors Services first reported a position in Capital Group Dividend Growers ETF in Q4 2023 and has held it in 11 quarters since.
  • 280 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.