HoldingsChannel.com
On this page, we present all of the funds holding CGDG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGDG, with a link to that fund's top holdings. The next columns indicate the amount of CGDG stock held by each of the funds holding CGDG, followed by the CGDG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 37 funds holding CGDG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Group Private Client Services Inc.. For more details on the positions held by Capital Group Private Client Services Inc. (or by any of the other funds holding CGDG), click the fund name in the "Holder" column of the funds-holding-CGDG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Capital Group Private Client Services Inc. | 1,356,566 | $36,844 | 12/31/2023 |
| CGDG | 1,356,566 | $36,844 | 12/31/2023 |
| Confluence Wealth Services Inc. | 912,978 | $26,139 | 03/31/2024 |
| CGDG | 912,978 | $26,139 | 03/31/2024 |
| Commonwealth Equity Services LLC | 717,184 | $20,533 | 03/31/2024 |
| CGDG | 717,184 | $20,533 | 03/31/2024 |
| Capital International Investors | 555,000 | $15,074 | 12/31/2023 |
| CGDG | 555,000 | $15,074 | 12/31/2023 |
| Valmark Advisers Inc. | 281,334 | $7,641 | 12/31/2023 |
| CGDG | 281,334 | $7,641 | 12/31/2023 |
| Cary Street Partners Investment Advisory LLC | 243,174 | $6,605 | 12/31/2023 |
| CGDG | 243,174 | $6,605 | 12/31/2023 |
| Stifel Financial Corp | 159,729 | $4,338 | 12/31/2023 |
| CGDG | 159,729 | $4,338 | 12/31/2023 |
| Jane Street Group LLC | 82,595 | $2,243 | 12/31/2023 |
| CGDG | 82,595 | $2,243 | 12/31/2023 |
| Advisor Group Holdings Inc. | 81,744 | $2,220 | 12/31/2023 |
| CGDG | 81,744 | $2,220 | 12/31/2023 |
| Raymond James & Associates | 73,508 | $2,105 | 03/31/2024 |
| CGDG | 73,508 | $2,105 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 71,034 | $2,034 | 03/31/2024 |
| CGDG | 71,034 | $2,034 | 03/31/2024 |
| Captrust Financial Advisors | 69,212 | $1,880 | 12/31/2023 |
| CGDG | 69,212 | $1,880 | 12/31/2023 |
| OLD Mission Capital LLC | 66,175 | $1,797 | 12/31/2023 |
| CGDG | 66,175 | $1,797 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 58,403 | $1,672 | 03/31/2024 |
| CGDG | 58,403 | $1,672 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 47,452 | $1,359 | 03/31/2024 |
| CGDG | 47,452 | $1,359 | 03/31/2024 |
| Assetmark Inc. | 49,864 | $1,354 | 12/31/2023 |
| CGDG | 49,864 | $1,354 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 42,191 | $1,208 | 03/31/2024 |
| CGDG | 42,191 | $1,208 | 03/31/2024 |
| Envestnet Asset Management Inc. | 41,613 | $1,130 | 12/31/2023 |
| CGDG | 41,613 | $1,130 | 12/31/2023 |
| Mayflower Financial Advisors LLC | 36,428 | $1,043 | 03/31/2024 |
| CGDG | 36,428 | $1,043 | 03/31/2024 |
| Seamount Financial Group Inc. | 35,992 | $1,030 | 03/31/2024 |
| CGDG | 35,992 | $1,030 | 03/31/2024 |
| Pillar Wealth Advisors LLC | 32,719 | $889 | 12/31/2023 |
| CGDG | 32,719 | $889 | 12/31/2023 |
| MML Investors Services LLC | 28,240 | $767 | 12/31/2023 |
| CGDG | 28,240 | $767 | 12/31/2023 |
| Tempus Wealth Planning LLC | 20,560 | $589 | 03/31/2024 |
| CGDG | 20,560 | $589 | 03/31/2024 |
| Flow Traders U.S. LLC | 19,379 | $526 | 12/31/2023 |
| CGDG | 19,379 | $526 | 12/31/2023 |
| Citadel Advisors LLC | 18,681 | $507 | 12/31/2023 |
| CGDG | 18,681 | $507 | 12/31/2023 |
| Kestra Advisory Services LLC | 14,890 | $404 | 12/31/2023 |
| CGDG | 14,890 | $404 | 12/31/2023 |
| U.S. Capital Wealth Advisors LLC | 13,378 | $363 | 12/31/2023 |
| CGDG | 13,378 | $363 | 12/31/2023 |
| Pensionmark Financial Group LLC | 11,853 | $322 | 12/31/2023 |
| CGDG | 11,853 | $322 | 12/31/2023 |
| Harbour Investments Inc. | 11,196 | $304 | 12/31/2023 |
| CGDG | 11,196 | $304 | 12/31/2023 |
| Royal Bank of Canada | 10,200 | $277 | 12/31/2023 |
| CGDG | 10,200 | $277 | 12/31/2023 |
| Trueblood Wealth Management LLC | 7,914 | $227 | 03/31/2024 |
| CGDG | 7,914 | $227 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 4,758 | $129 | 12/31/2023 |
| CGDG | 4,758 | $129 | 12/31/2023 |
| Sunbelt Securities Inc. | 2,300 | $66 | 03/31/2024 |
| CGDG | 2,300 | $66 | 03/31/2024 |
| Larson Financial Group LLC | 1,900 | $52 | 12/31/2023 |
| CGDG | 1,900 | $52 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 1,752 | $48 | 12/31/2023 |
| CGDG | 1,752 | $48 | 12/31/2023 |
| Proequities Inc. | 333 | $9 | 12/31/2023 |
| CGDG | 333 | $9 | 12/31/2023 |
| Retirement Group LLC | 61 | $2 | 12/31/2023 |
| CGDG | 61 | $2 | 12/31/2023 |
| ICA Group Wealth Management LLC | 30 | $1 | 12/31/2023 |
| CGDG | 30 | $1 | 12/31/2023 |
See Summary: Institutional Holders of CGDG
See Details: Top 10 Hedge Funds Holding CGDG
Also See: CGDG Holdings Changes
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