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Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

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SHS ETF (fund)

274 managers (280 13F filers) reported a position in CGDG shares at 2026-06-30, 114,219,717 shares in all. 29 filers opened a position and 15 filers sold out during the quarter.

Managers
274
13F filers
280
New
29
Added
170
Reduced
49
Sold out
15
Shares held by filers
114,219,717

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital International Investorsin group Capital International Investo…18,119,994$680M0.14%+844,09813F-HRTimelineGroup
LPL Financial LLC12,877,932$483M0.11%+1,488,56413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,526,060$470M+1,578,222Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,193,883$232M3.28%+256,36513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,843,795$219M0.04%+1,429,57413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,138,553$193M0.05%+39,15213F-HRTimelineGroup
Cetera Investment Advisers4,206,692$158M0.14%+336,24313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,945,234$148M0.01%-101,98313F-HRTimelineGroup
Confluence Wealth Services, Inc.3,252,599$122M3.49%+1,195,70713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,780,635$104M0.02%+182,95713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,569,037$96.4M0.12%+237,04113F-HRTimeline
Valmark Advisers, Inc.2,149,433$80.6M0.86%+70,08913F-HRTimeline
MML INVESTORS SERVICES, LLC2,008,472$75.3M0.15%+462,86913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,904,509$71.4M0.03%+353,43513F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,652,776$62M0.14%+65,55413F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,519,511$57M0.05%+331,32013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,451,076$54.4M0.06%+248,70213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,358,433$51M+117,471Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,193,341$44.8M0.41%+269,02413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP949,585$35.6M0.03%+159,51113F-HRTimelineGroup
Janney Montgomery Scott LLC908,136$34.1M0.07%+154,30313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…807,269$30.3M0.02%+7,98113F-HRTimelineGroup
&PARTNERS785,299$29.5M0.12%+142,81413F-HRTimeline
J. Derek Lewis & Associates Inc.760,192$28.5M5.39%+84,02713F-HRTimeline
ROTHSCHILD INVESTMENT LLC682,462$25.6M0.96%+21,53013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC677,053$25.4M0.04%+51,27313F-HRTimelineGroup
Private Advisor Group, LLC668,071$25.1M0.11%-158,42113F-HRTimeline
Compton Financial Group, LLC642,179$24.1M4.64%+342,85613F-HRTimeline
Integrated Wealth Concepts LLC597,026$22.4M0.11%+305,51313F-HRTimeline
Vestmark Advisory Solutions, Inc.571,601$21.4M0.2%+22,97413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding464,787$17.4M+113,157Timeline
Onyx Bridge Wealth Group LLC437,428$16.4M1.48%+13,36213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP402,980$15.1M0.02%+57,06313F-HRTimelineGroup
Smartleaf Asset Management LLC397,851$15.1M0.49%013F-HRTimeline
NewEdge Advisors, LLC400,573$15M0.04%+70,01313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…364,737$13.8M0.02%+16,08213F-HRTimeline
HARBOUR INVESTMENTS, INC.357,254$13.4M0.18%-6,94213F-HRTimeline
RM Financial Services, LLC319,974$12M8.92%+12,33413F-HRTimeline
Boyer Financial Services, Inc.316,839$12M10.13%+19,67013F-HRTimeline
SWEENEY & MICHEL, LLC282,222$11M2.89%-3,90513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/273,856$10.3M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC269,282$10.1M0.08%-6,77113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.262,721$9.85M0.1%+18,14113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS248,434$9.32M0.01%+16,35213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…229,567$8.61M0.07%+4,52313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC227,691$8.54M0.1%+40,33413F-HRTimelineGroup
Swisher Financial Concepts, Inc.220,758$8.28M5.22%-1,64113F-HRTimeline
Arax Advisory Partners218,224$8.19M0.05%+210,20113F-HRTimeline
Entruity Wealth, LLC211,729$7.94M5.14%-5,10813F-HRTimeline
Advance Capital Management, Inc.202,650$7.6M0.25%-7,97613F-HRTimeline
Merit Financial Group, LLC193,720$7.27M0.05%-8,27013F-HR/ATimeline
Founders Financial Alliance, LLC190,204$7.13M0.95%+11,30413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.187,592$7.04M0.07%+11,51413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.186,756$7.01M0.01%+40,15313F-HRTimelineGroup
Gateway Wealth Partners, LLC182,567$6.85M0.41%-87,50713F-HRTimeline
NavPoint Financial, Inc.182,533$6.85M2.54%+21,16413F-HRTimeline
Hopwood Nicholas Hunter175,686$6.59M1.81%+13,99913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.155,024$5.81M0.03%+10,09513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED151,250$5.67M0.34%+28,94813F-HRTimeline
Kingsview Wealth Management, LLC148,943$5.59M0.07%-57,51413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC146,704$5.5M0.07%+11,70413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…144,797$5.43M0.11%+54,06313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC144,349$5.41M0.28%-3,95113F-HRTimeline
BlueChip Wealth Advisors LLC143,983$5.4M2.05%+95713F-HRTimeline
Steward Partners Investment Advisory, L…143,225$5.37M0.03%-27,79713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC142,014$5.33M<0.01%-1,096,82613F-HRTimelineGroup
D.A. DAVIDSON & CO.140,548$5.27M0.03%+1,14113F-HRTimeline
CENTAURUS FINANCIAL, INC.139,763$5.24M0.2%+7,00813F-HRTimeline
WealthCare Investment Partners, LLC139,637$5.24M1.27%+47713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\130,093$4.88M0.01%+19,98613F-HRTimelineGroup
Bleakley Financial Group, LLC125,237$4.7M0.06%+43,61213F-HRTimeline
LongView Wealth Management120,849$4.53M1.16%+3,89413F-HRTimeline
Main Street Financial Solutions, LLC119,705$4.49M0.29%-1,85313F-HRTimeline
Shira Ridge Wealth Management119,166$4.47M1.56%+7,14313F-HRTimeline
BNB Wealth Management, LLC118,932$4.46M2.44%-3,72313F-HRTimeline
Jacobi Capital Management LLC112,322$4.21M0.21%+26,80113F-HRTimeline
Venture Visionary Partners LLC111,926$4.2M0.12%+30,23613F-HRTimeline
DAVENPORT & Co LLC110,868$4.16M0.02%+8,47013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…105,246$3.95M0.04%-89713F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding103,300$3.87M-6,278Timeline
Mayflower Financial Advisors, LLC94,017$3.53M0.3%+66413F-HRTimeline
Elequin Capital, LP93,703$3.51M0.12%new13F-HRTimeline
Betterment LLC93,490$3.51M0.01%+18,00013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.93,455$3.51M0.06%+6,33513F-HRTimeline
World Investment Advisors94,700$3.4M0.06%-59813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…90,279$3.39M0.01%+3,78813F-HRTimelineGroup
HighPoint Advisor Group LLC89,482$3.36M0.12%+6,71213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC89,468$3.36M<0.01%+2,54613F-HRTimelineGroup
National Wealth Management Group, LLC86,138$3.23M1%-21,94913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.84,585$3.21M0.78%+2,79613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC82,803$3.11M0.02%+23,52913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers82,134$3.08M<0.01%+20,36413F-HRTimelineGroup
Mutual Advisors, LLC81,665$3.06M0.06%+36,69013F-HRTimeline
Sovran Advisors, LLC77,152$2.97M0.22%+14,41113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC77,344$2.9M1.17%+2,29813F-HRTimeline
Patriot Financial Group Insurance Agenc…68,073$2.55M0.26%-66,07513F-HRTimeline
Tempus Wealth Planning, LLC67,781$2.54M0.5%+1,63613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC65,063$2.44M0.04%+7,72613F-HRTimeline
Trueblood Wealth Management, LLC64,157$2.41M0.84%+2,94913F-HRTimeline
Latitude Advisors, LLC63,663$2.39M0.95%+10,02513F-HRTimeline
MFA Wealth Services63,408$2.38M1.42%-2,24513F-HRTimeline
Global Retirement Partners, LLC62,823$2.36M0.04%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO61,514$2.31M0.03%+3,41713F-HRTimeline
Allworth Financial LP59,620$2.24M0.01%+15,30413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,395$2.15M<0.01%-393,92313F-HRTimelineGroup
Nautilus Advisors LLC55,830$2.11M1.24%+26113F-HRTimeline
Sigma Planning Corp55,718$2.1M0.05%+14,95513F-HRTimeline
Gladstone Institutional Advisory LLC55,303$2.07M0.07%+22213F-HRTimeline
Geneos Wealth Management Inc.53,752$2.02M0.04%+4,28713F-HRTimeline
CWS Financial Advisors, LLC52,919$1.98M0.44%-11213F-HRTimeline
Koshinski Asset Management, Inc.52,099$1.95M0.1%+39513F-HRTimeline
PFG Advisors50,560$1.9M0.1%+4,48313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC49,825$1.87M0.04%+29,21613F-HRTimelineGroup
RFG Advisory, LLC49,316$1.85M0.03%+1,43713F-HRTimeline
CLG LLC48,669$1.83M0.4%+57113F-HRTimeline
KINTRA WEALTH, LLC46,706$1.82M0.1%+28,62013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,147$1.81M<0.01%+32,73413F-HRTimelineGroup
Farther Finance Advisors, LLC45,324$1.7M0.01%+23,47313F-HRTimeline
J.W. COLE ADVISORS, INC.44,239$1.66M0.03%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC44,116$1.65M0.02%013F-HRTimeline
Capital Investment Management, Inc.44,040$1.65M0.51%+9,78713F-HRTimeline
HighTower Advisors, LLC43,532$1.63M<0.01%+3,93413F-HRTimeline
Prospera Financial Services Inc43,271$1.62M0.02%+35313F-HRTimeline
QTR Family Wealth, LLC42,866$1.61M0.56%+3,36413F-HRTimeline
Bare Financial Services, Inc41,782$1.57M0.36%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding40,792$1.56M+20,369Timeline
LifeGoal Investments, LLC40,783$1.53M0.7%-2,81313F-HRTimeline
Aspire Growth Partners LLC39,349$1.48M0.86%+7,32313F-HRTimeline
Blom & Howell Financial Planning, Inc.38,956$1.46M1.22%+13,84913F-HRTimeline
Lantern Wealth Advisors, LLC37,313$1.4M0.64%+6,47613F-HRTimeline
WEDBUSH SECURITIES INC36,993$1.39M0.04%+613F-HRTimeline
R2 Capital Strategies, LLC36,592$1.37M0.62%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC37,985$1.37M0.45%+1,83813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…35,849$1.36M0.12%+6,80413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…36,051$1.35M0.04%-1,53313F-HRTimeline
Merited Wealth, LLC35,846$1.34M0.95%-52,26213F-HRTimeline
GTS SECURITIES LLC35,562$1.33M0.03%+28,08213F-HRTimeline
VICUS CAPITAL35,442$1.33M0.09%+7,70713F-HRTimeline
Lincoln Capital LLC34,501$1.29M0.23%+12,05513F-HRTimeline
Astoria Portfolio Advisors LLC.33,646$1.26M0.21%+8,82213F-HRTimeline
Sanctuary Advisors, LLC33,144$1.24M0.01%+1,23713F-HRTimeline
Simplicity Wealth,LLC33,091$1.24M0.04%-2213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,525$1.22M0.02%+1,53813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,338$1.21M<0.01%+9,70313F-HRTimelineGroup
Summit Financial, LLC31,774$1.2M0.01%-113F-HRTimeline
A&I FINANCIAL SERVICES, LLC31,256$1.17M0.51%+25813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD31,085$1.17M0.16%+2,72013F-HRTimeline
Dynamic Advisor Solutions LLC29,761$1.12M0.03%-31713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,326$1.11M<0.01%+4,70613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.29,535$1.11M<0.01%+14,94913F-HRTimelineGroup
Financial Council, LLC29,010$1.09M0.35%+8,66013F-HRTimeline
Atria Investments, Inc27,770$1.04M0.01%+8,84713F-HRTimeline
M.E. ALLISON & CO., INC.27,365$1.03M0.59%+6,46113F-HRTimeline
Security Financial Services, INC.26,280$986K0.14%+58913F-HRTimeline
Ausdal Financial Partners, Inc.26,235$984K0.04%+1,37213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC26,220$984K0.26%+17,09013F-HRTimeline
Advyzon Investment Management, LLC25,523$957K0.07%+2,43913F-HRTimeline
IFP Advisors, Inc24,583$922K0.02%+10,27913F-HRTimeline
GWN SECURITIES INC.24,390$915K0.15%+2,00113F-HRTimeline
Snowden Capital Advisors LLC24,044$911K0.02%+7,66113F-HRTimeline
Westside Investment Management, Inc.23,615$886K0.12%+4,32513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,350$838K0.02%+35413F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments22,081$828K0.05%+4,62913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,145$793K<0.01%-1,25013F-HRTimelineGroup
Vantus Wealth LLC19,574$734K0.39%13F-HRTimeline
Mariner, LLCin group Mariner, LLC19,177$719K<0.01%-17,51213F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC19,170$719K0.42%+10613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…18,818$708K0.08%+5,42813F-HRTimeline
January Capital Advisors LLC18,782$705K0.59%+5413F-HRTimeline
Savant Capital, LLC17,924$693K<0.01%new13F-HRTimeline
Junk Investment Group, LLC18,459$692K0.31%+513F-HRTimeline
Synergy Investment Management, LLC18,385$690K0.17%013F-HRTimeline
Mesirow Financial Investment Management…18,170$682K0.01%+5513F-HRTimeline
IFG Advisory, LLC18,142$680K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA18,125$680K0.05%-55213F-HRTimeline
OneDigital Investment Advisors LLC18,007$675K0.01%+113F-HRTimeline
Regal Investment Advisors LLC17,473$655K0.03%+2,83513F-HRTimeline
VestGen Advisors, LLC17,013$638K0.02%-2613F-HRTimeline
SITTNER & NELSON, LLC16,339$613K0.19%+5,59513F-HRTimeline
Sowell Financial Services LLC15,414$578K0.02%-2,44413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,110$567K0.01%+52513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,996$560K0.03%-16513F-HRTimeline
Beacon Financial Advisory LLC14,695$551K0.11%+4,28713F-HRTimeline
Continuum Advisory, LLC14,639$549K0.04%-65913F-HRTimeline
IHT Wealth Management, LLC14,632$549K0.01%+5113F-HRTimeline
Intrua Financial, LLC14,211$533K0.05%-3313F-HRTimeline
Lodestone Wealth Management LLC13,915$522K0.18%-1,63613F-HRTimeline
First Heartland Consultants, Inc.13,882$521K0.03%+99413F-HRTimeline
Trinity Wealth Management, LLC13,403$503K0.16%+27113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding13,397$503K+6,245Timeline
Perigon Wealth Management, LLC13,376$502K0.01%+2,22213F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC13,285$498K0.51%13F-HRTimeline
Berger Financial Group, Inc13,182$494K0.03%+2113F-HRTimeline
Capital Investment Advisory Services, L…12,881$483K0.03%new13F-HRTimeline
Parsonex Advisory Services, Inc.12,848$482K0.42%013F-HRTimeline
MSH Capital Advisors LLC12,043$452K0.08%+1,73613F-HRTimeline
Visionary Wealth Advisors11,921$447K0.02%+1,00413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,829$444K0.01%-48113F-HRTimelineGroup
VestGen Investment Management11,565$434K0.23%+1,04513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,497$431K0.04%+35013F-HRTimeline