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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, 113,988,979 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
113,988,979

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
TITLEIST ASSET MANAGEMENT, LLC10,647$399K0.03%-42813F-HRTimeline
Vise Technologies, Inc.10,617$398K<0.01%+3,61713F-HRTimeline
Saxony Capital Management, LLC10,432$391K0.18%+17513F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC9,861$370K0.36%13F-HR/ATimeline
Summit Investment Advisory Services, LLC9,815$368K0.09%+1313F-HRTimeline
Carson Advisory Inc.9,505$357K0.16%+31413F-HRTimeline
Professional Financial Advisors, LLC9,428$354K0.06%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,408$353K0.01%new13F-HRTimelineGroup
Leo H. Evart, Inc.9,161$344K0.27%+1,32713F-HRTimeline
Brookwood Investment Group LLC9,157$343K0.04%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.9,100$341K0.11%+90013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,044$339K0.01%+68013F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,980$337K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.8,943$335K0.14%+17913F-HRTimeline
Balboa Wealth Partners8,702$326K0.04%-1,04013F-HRTimeline
Bond & Devick Financial Network, Inc.8,073$303K0.07%-26913F-HRTimeline
Whelan Financial8,000$300K0.08%013F-HRTimeline
Armstrong, Fleming & Moore, Inc7,601$285K0.09%+1,51713F-HRTimeline
Sunrise Financial Services, LLC7,450$279K0.17%+67713F-HRTimeline
Keystone Financial Group7,391$277K0.02%new13F-HRTimeline
Ascension Capital Advisors, Inc.7,350$276K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,294$274K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC7,227$271K0.01%013F-HRTimeline
Harpswell Capital Advisors, LLC7,000$263K0.17%013F-HRTimeline
Cornerstone Wealth Management, LLC6,723$252K0.01%+313F-HRTimeline
Arkadios Wealth Advisors6,631$249K<0.01%-83,24013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC6,444$242K0.08%new13F-HRTimelineGroup
Kovack Advisors, Inc.6,433$240K0.01%+26213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,377$239K0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,373$239K<0.01%+60613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd6,228$234K<0.01%-29413F-HRTimelineGroup
Belpointe Asset Management LLC6,170$231K0.01%new13F-HRTimeline
Vigil Wealth Management, LLC6,131$230K0.16%013F-HRTimeline
TCP Asset Management, LLC6,026$226K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,977$224K0.04%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,915$222K0.01%+26913F-HRTimeline
Synergy Financial Group, LTD5,885$221K0.16%013F-HRTimeline
MGO ONE SEVEN LLC5,885$221K<0.01%+1213F-HRTimeline
Stonebridge Financial Group, LLC / MO5,884$221K0.15%013F-HRTimeline
KOM Wealth Management Group, LLC5,854$220K0.13%+24213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,775$217K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC5,523$207K0.07%-1,29713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,794$180K0.01%+813F-HRTimelineGroup
Larson Financial Group LLC3,650$137K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.3,324$125K0.07%new13F-HRTimeline
AdvisorNet Financial, Inc3,258$122K0.01%+2,20513F-HRTimeline
GAMMA Investing LLC3,178$119K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,166$119K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.3,131$117K0.09%+5413F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,638$99K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,542$96.3K0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,845$69.2K0.02%-3913F-HRTimeline
CX Institutional1,737$65K<0.01%+95213F-HRTimeline
Pinnacle Bancorp, Inc.1,400$52.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,342$50.3K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,330$49.9K0.01%013F-HRTimeline
FMR LLCin group FMR LLC910$34.1K<0.01%+22313F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…755$28.3K0.02%013F-HRTimeline
CoreCap Advisors, LLC748$28.1K<0.01%+70013F-HRTimeline
StrongBox Wealth, LLC680$25.5K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.450$16.9K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC442$16.6K<0.01%new13F-HRTimeline
Founders Capital Management400$15K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS384$14.4K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management372$14K<0.01%+9813F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC262$9.83K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC257$9.64K<0.01%013F-HRTimeline
VIMA LLC200$7.5K0.01%13F-HRTimeline
CENTRAL TRUST Co137$5.14K<0.01%013F-HRTimeline
Rossby Financial, LCC125$4.69K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78$2.93K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc59$2.21K<0.01%new13F-HRTimeline
Trust Co30$1.12K<0.01%new13F-HRTimeline
Key Financial Inc28$1.05K<0.01%new13F-HRTimeline