CGDG Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Capital Group Dividend Growe (CGDG) following the 2026 Q2 hedge fund 13F filings?

As of today, CGDG has moved -3.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.8%. Since the quarter end (June 30, 2026), CGDG gained +0.5% vs +5.8% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Capital Group Dividend Growe (CGDG)

280 + Investors. Track Smart Money conviction in CGDG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CGDG

Based on 281 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added CGDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

281 hedge funds hold CGDG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q

+98 new funds entered over the past year (+54% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 74% buying

209 buying72 selling

Last quarter: 209 funds were net buyers (42 opened a brand new position + 167 added to an existing one). Only 72 were sellers (47 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 34 → 44 → 44 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 35% entered in last year

■ 19% conviction (2yr+) ■ 47% medium ■ 35% new

Only 53 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

43 → 34 → 44 → 44 → 42 new funds/Q

New funds entering each quarter: 34 → 44 → 44 → 42. A growing number of institutions are discovering CGDG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 14% veterans, 51% new entrants

■ 14% veterans ■ 35% 1-2yr ■ 51% new

Of 281 current holders: 39 (14%) held 2+ years, 99 held 1–2 years, 143 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

21 of 281 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CGDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	280	264	6.06%
13F Shares	114M	104M	10.27%
Total Value	$4.17B	$3.62B	15.18%
New Positions	42	44	-2
Increased Positions	166	155	+11
Closed Positions	26	25	+1
Reduced Positions	47	41	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

280

264

6.06%

13F Shares

114M

104M

10.27%

Total Value

$4.17B

$3.62B

15.18%

New Positions

-2

Increased Positions

166

155

+11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

280 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGDG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGDG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Boyer Financial Services, Inc.	10.13%	316,839	$12.0M
2	RM Financial Services, LLC	8.92%	319,974	$12.0M
3	J. Derek Lewis & Associates Inc.	5.39%	760,192	$28.5M
4	Swisher Financial Concepts, Inc.	5.22%	220,758	$8.3M
5	Entruity Wealth, LLC	5.14%	211,729	$7.9M
6	Compton Financial Group, LLC	4.64%	642,179	$24.1M
7	Confluence Wealth Services, Inc.	3.49%	3,252,599	$122.0M
8	Capital Group Private Client Services, Inc.	3.28%	6,193,883	$232.3M
9	Sweeney & Michel, LLC	2.89%	282,222	$11.0M
10	NavPoint Financial, Inc.	2.54%	182,533	$6.8M
11	BNB Wealth Management, LLC	2.44%	118,932	$4.5M
12	BlueChip Wealth Advisors LLC	2.05%	143,983	$5.4M
13	Hopwood Nicholas Hunter	1.76%	151,644	$5.4M
14	Shira Ridge Wealth Management	1.56%	119,166	$4.5M
15	Onyx Bridge Wealth Group LLC	1.48%	437,428	$16.4M
16	MFA Wealth Services	1.42%	63,408	$2.4M
17	WealthCare Investment Partners, LLC	1.27%	139,637	$5.2M
18	Nautilus Advisors LLC	1.24%	55,830	$2.1M
19	Seamount Financial Group Inc	1.17%	77,344	$2.9M
20	LongView Wealth Management	1.16%	120,849	$4.5M
21	National Wealth Management Group, LLC	1.00%	86,138	$3.2M
22	Rothschild Investment LLC	0.96%	682,462	$25.6M
23	Latitude Advisors, LLC	0.95%	63,663	$2.4M
24	Merited Wealth, LLC	0.95%	35,846	$1.3M
25	Founders Financial Alliance, LLC	0.95%	190,204	$7.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Capital Group Dividend Growe (CGDG)

What does the Smart Money Trend signal show for CGDG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGDG?

More buyers than sellers — 74% buying: Last quarter: 209 funds were net buyers (42 opened a brand new position + 167 added to an existing one). Only 72 were sellers (47 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGDG holders?

Elite ownership — 55% AUM from top-100 funds: 21 of 281 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CGDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGDG?

Mostly new holders — 35% entered in last year: Only 53 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Capital Group Dividend Growe (CGDG) following the 2026 Q2 hedge fund 13F filings?

As of today, CGDG has moved -3.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -4.8%. Since the quarter end (June 30, 2026), CGDG has gained +0.5% vs +5.8% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Capital Group Dividend Growe (CGDG)

Smart Money Signals — CGDG

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +54% more funds vs a year ago

More buyers than sellers — 74% buying

Steady new buyers — ~42 new funds per quarter

Mostly new holders — 35% entered in last year

Growing discovery — still being found

Mixed cohorts — 14% veterans, 51% new entrants

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — CGDG

Hedge Fund Ownership: CGDG

Market Analysis: CGDG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGDG

Is It Too Late to Buy Capital Group Dividend Growe (CGDG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CGDG

Statistics: CGDG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Group Dividend Growe (CGDG)

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