Filing Research | CAPITAL GROUP DIVIDEND GROWERS ETF Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	Confluence Wealth Services, Inc.	Shares	3.3MSH	$122.0M
2	BENJAMIN EDWARDS INC	Shares	1.2MSH	$44.8M
3	Onyx Bridge Wealth Group LLC	Shares	437.4KSH	$16.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	364.7KSH	$13.8M
5	Boyer Financial Services, Inc.	Shares	316.8KSH	$12.0M
6	Apollon Wealth Management, LLC	Shares	227.7KSH	$8.5M
7	Envestnet Portfolio Solutions, Inc.	Shares	218.7KSH	$8.2M
8	Merit Financial Group, LLC	Shares	193.7KSH	$7.3M
9	NavPoint Financial, Inc.	Shares	182.5KSH	$6.8M
10	D.A. DAVIDSON & CO.	Shares	140.5KSH	$5.3M
11	LongView Wealth Management	Shares	120.8KSH	$4.5M
12	Shira Ridge Wealth Management	Shares	119.2KSH	$4.5M
13	DAVENPORT & Co LLC	Shares	110.9KSH	$4.2M
14	Mayflower Financial Advisors, LLC	Shares	94.0KSH	$3.5M
15	National Wealth Management Group, LLC	Shares	86.1KSH	$3.2M
16	SEAMOUNT FINANCIAL GROUP INC	Shares	77.3KSH	$2.9M
17	Patriot Financial Group Insurance Agency, LLC	Shares	68.1KSH	$2.6M
18	Tempus Wealth Planning, LLC	Shares	67.8KSH	$2.5M
19	MFA Wealth Services	Shares	63.4KSH	$2.4M
20	Nautilus Advisors LLC	Shares	55.8KSH	$2.1M
21	PFG Advisors	Shares	50.6KSH	$1.9M
22	RFG Advisory, LLC	Shares	49.3KSH	$1.8M
23	CLG LLC	Shares	48.7KSH	$1.8M
24	Farther Finance Advisors, LLC	Shares	45.3KSH	$1.7M
25	J.W. COLE ADVISORS, INC.	Shares	44.2KSH	$1.7M
26	GATEWAY INVESTMENT ADVISERS LLC	Shares	44.1KSH	$1.7M
27	Capital Investment Management, Inc.	Shares	44.0KSH	$1.7M
28	Prospera Financial Services Inc	Shares	43.3KSH	$1.6M
29	LifeGoal Investments, LLC	Shares	40.8KSH	$1.5M
30	R2 Capital Strategies, LLC	Shares	36.6KSH	$1.4M
31	Lincoln Capital LLC	Shares	34.5KSH	$1.3M
32	INDEPENDENT FINANCIAL GROUP, LLC	Shares	32.5KSH	$1.2M
33	A&I FINANCIAL SERVICES, LLC	Shares	31.3KSH	$1.2M
34	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	31.1KSH	$1.2M
35	Dynamic Advisor Solutions LLC	Shares	29.8KSH	$1.1M
36	M.E. ALLISON & CO., INC.	Shares	27.4KSH	$1.0M
37	Security Financial Services, INC.	Shares	26.3KSH	$985.8K
38	PRIVATE CLIENT SERVICES, LLC	Shares	26.2KSH	$983.5K
39	IFP Advisors, Inc	Shares	24.6KSH	$922.1K
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	22.4KSH	$838.4K
41	Mesirow Financial Investment Management, Inc.	Shares	18.2KSH	$681.6K
42	Sowell Financial Services LLC	Shares	15.4KSH	$578.2K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	15.0KSH	$559.7K
44	Intrua Financial, LLC	Shares	14.2KSH	$533.1K
45	Lodestone Wealth Management LLC	Shares	13.9KSH	$521.9K
46	First Heartland Consultants, Inc.	Shares	13.9KSH	$520.7K
47	Trinity Wealth Management, LLC	Shares	13.4KSH	$502.7K
48	PUFF WEALTH MANAGEMENT, LLC	Shares	13.3KSH	$498.3K
49	Capital Investment Advisory Services, LLC	Shares	12.9KSH	$483.2K
50	CARY STREET PARTNERS FINANCIAL LLC	Shares	11.8KSH	$443.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	Confluence Wealth Services, Inc. added	Shares	+1.2M	+$48.2M	$122.0M
2	BENJAMIN EDWARDS INC added	Shares	+269.0K	+$11.6M	$44.8M
3	Apollon Wealth Management, LLC added	Shares	+40.3K	+$1.8M	$8.5M
4	J.W. COLE ADVISORS, INC. new	Shares	+44.2K	+$1.7M	$1.7M
5	Envestnet Portfolio Solutions, Inc. added	Shares	+31.7K	+$1.5M	$8.2M
6	Boyer Financial Services, Inc. added	Shares	+19.7K	+$1.3M	$12.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.1K	+$1.2M	$13.8M
8	Onyx Bridge Wealth Group LLC added	Shares	+13.4K	+$1.2M	$16.4M
9	NavPoint Financial, Inc. added	Shares	+21.2K	+$1.1M	$6.8M
10	Farther Finance Advisors, LLC added	Shares	+23.5K	+$912.2K	$1.7M
11	PRIVATE CLIENT SERVICES, LLC added	Shares	+17.1K	+$655.7K	$983.5K
12	Lincoln Capital LLC added	Shares	+12.1K	+$490.3K	$1.3M
13	Capital Investment Advisory Services, LLC new	Shares	+12.9K	+$483.2K	$483.2K
14	DAVENPORT & Co LLC added	Shares	+8.5K	+$482.5K	$4.2M
15	Shira Ridge Wealth Management added	Shares	+7.1K	+$448.3K	$4.5M
16	Capital Investment Management, Inc. added	Shares	+9.8K	+$422.3K	$1.7M
17	IFP Advisors, Inc added	Shares	+10.3K	+$408.6K	$922.1K
18	Professional Financial Advisors, LLC new	Shares	+9.4K	+$353.6K	$353.6K
19	Brookwood Investment Group LLC new	Shares	+9.2K	+$343.5K	$343.5K
20	M.E. ALLISON & CO., INC. added	Shares	+6.5K	+$276.0K	$1.0M
21	D.A. DAVIDSON & CO. added	Shares	+1.1K	+$267.2K	$5.3M
22	PFG Advisors added	Shares	+4.5K	+$242.3K	$1.9M
23	TCFG Investment Advisors, LLC new	Shares	+6.4K	+$241.7K	$241.7K
24	Wealthcare Capital Partners, LLC new	Shares	+6.2K	+$233.6K	$233.6K
25	SEAMOUNT FINANCIAL GROUP INC added	Shares	+2.3K	+$207.0K	$2.9M
26	Mayflower Financial Advisors, LLC added	Shares	+664	+$175.2K	$3.5M
27	LongView Wealth Management added	Shares	+3.9K	+$171.8K	$4.5M
28	Tempus Wealth Planning, LLC added	Shares	+1.6K	+$167.9K	$2.5M
29	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+2.7K	+$147.7K	$1.2M
30	RFG Advisory, LLC added	Shares	+1.4K	+$131.0K	$1.8M
31	GAMMA Investing LLC new	Shares	+3.2K	+$119.2K	$119.2K
32	Nautilus Advisors LLC added	Shares	+261	+$116.0K	$2.1M
33	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.5K	+$107.6K	$1.2M
34	CLG LLC added	Shares	+571	+$98.8K	$1.8M
35	AdvisorNet Financial, Inc added	Shares	+2.2K	+$84.4K	$122.2K
36	Prospera Financial Services Inc added	Shares	+353	+$82.4K	$1.6M
37	GATEWAY INVESTMENT ADVISERS LLC unchanged	Shares	0	+$71.0K	$1.7M
38	Security Financial Services, INC. added	Shares	+589	+$63.5K	$985.8K
39	A&I FINANCIAL SERVICES, LLC added	Shares	+258	+$59.6K	$1.2M
40	First Heartland Consultants, Inc. added	Shares	+994	+$58.1K	$520.7K
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+354	+$48.7K	$838.4K
42	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+900	+$47.0K	$341.3K
43	Dynamic Advisor Solutions LLC trimmed	Shares	-317	+$36.5K	$1.1M
44	Trinity Wealth Management, LLC added	Shares	+271	+$31.3K	$502.7K
45	Mesirow Financial Investment Management, Inc. added	Shares	+55	+$31.2K	$681.6K
46	CoreCap Advisors, LLC added	Shares	+700	+$26.3K	$28.1K
47	StrongBox Wealth, LLC new	Shares	+680	+$25.5K	$25.5K
48	Saxony Capital Management, LLC added	Shares	+175	+$23.1K	$391.3K
49	Intrua Financial, LLC trimmed	Shares	-33	+$21.7K	$533.1K
50	MFA Wealth Services trimmed	Shares	-2.2K	+$21.5K	$2.4M

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