CGDG CAPITAL GROUP DIVIDEND GROWE
FollowSHS ETF (fund)
211 managers (214 13F filers) reported a position in CGDG shares at 2025-09-30, 80,414,736 shares in all. 30 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 211
- 13F filers
- 214
- New
- 30
- Added
- 140
- Reduced
- 28
- Sold out
- 4
- Shares held by filers
- 80,414,736
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 885 | $30.7K | 0.01% | 13F-HRTimelineGroup | |
| TRUST CO OF VERMONT | 870 | $30.1K | <0.01% | new | 13F-HRTimeline |
| CX Institutional | 777 | $27K | <0.01% | +158 | 13F-HRTimeline |
| CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc. | 696 | $24.1K | <0.01% | new | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 374 | $13K | <0.01% | new | 13F-HR/ATimelineGroup |
| Arax Advisory Partners | 290 | $10K | <0.01% | -473 | 13F-HRTimeline |
| Spire Wealth Managementin group Spire Wealth Management | 271 | $9.41K | <0.01% | +1 | 13F-HRTimelineGroup |
| MPWM ADVISORY SOLUTIONS, LLC | 262 | $9.08K | 0.01% | 0 | 13F-HRTimeline |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 257 | $8.91K | <0.01% | new | 13F-HRTimeline |
| Rossby Financial, LCC | 125 | $4.36K | <0.01% | +64 | 13F-HRTimeline |
| Russell Investments Group, Ltd.in group Russell Investments Group, Lt… | 78 | $2.7K | <0.01% | 0 | 13F-HRTimelineGroup |