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Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

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SHS ETF (fund)

248 managers (251 13F filers) reported a position in CGDG shares at 2025-12-31, 94,071,752 shares in all. 31 filers opened a position and 5 filers sold out during the quarter.

Managers
248
13F filers
251
New
31
Added
166
Reduced
25
Sold out
5
Shares held by filers
94,071,752

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Analysts, LLCin group Capital Analysts, LLC7,835$279K0.01%+6,20513F-HR/ATimelineGroup
Ascension Capital Advisors, Inc.7,751$276K0.09%new13F-HRTimeline
Balboa Wealth Partners7,686$274K0.05%-11613F-HRTimeline
Regal Investment Advisors LLC7,587$270K0.02%new13F-HRTimeline
Strategic Blueprint, LLC7,227$258K0.02%-10,19613F-HRTimeline
Harpswell Capital Advisors, LLC7,000$249K0.2%-3,20013F-HRTimeline
Vise Technologies, Inc.7,000$249K<0.01%new13F-HRTimeline
Atria Investments, Inc6,896$246K<0.01%+63013F-HRTimeline
Fourth Dimension Wealth, LLC6,844$244K0.09%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,395$228K0.01%new13F-HRTimeline
Vigil Wealth Management, LLC6,131$219K0.18%13F-HRTimeline
TCP Asset Management, LLC6,026$215K0.04%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,972$213K0.05%new13F-HRTimeline
MGO ONE SEVEN LLC5,914$211K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,913$211K0.01%+71513F-HRTimeline
Synergy Financial Group, LTD5,885$210K0.15%013F-HRTimeline
Kovack Advisors, Inc.5,612$200K0.01%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,604$200K<0.01%+1,43713F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,304$189K<0.01%-16413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,236$151K0.01%-1,40013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,675$131K0.07%+12513F-HRTimeline
Larson Financial Group LLC3,650$130K<0.01%013F-HRTimeline
Root Financial Partners, LLC3,500$125K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,166$113K0.01%-34113F-HRTimeline
Godfrey Financial Associates, Inc.3,077$110K0.1%13F-HRTimeline
Arax Advisory Partners2,955$105K<0.01%+2,66513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,932$105K<0.01%-6,81913F-HRTimeline
Sunbelt Securities, Inc.2,300$82K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,238$79.8K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC1,816$64.7K0.02%+63213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,794$63.9K<0.01%+40013F-HRTimelineGroup
AdvisorNet Financial, Inc1,699$60.5K<0.01%+38613F-HRTimeline
ARVEST INVESTMENTS, INC.1,330$47.4K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,183$42.2K<0.01%+80913F-HRTimelineGroup
SITTNER & NELSON, LLC1,010$37.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,038$37K0.02%+9213F-HRTimeline
CX Institutional943$34K<0.01%+16613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …885$31.5K0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…701$25K0.02%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.696$24.8K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management274$9.77K<0.01%+313F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC262$9.34K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC257$9.16K<0.01%013F-HRTimeline
CENTRAL TRUST Co137$4.88K<0.01%new13F-HRTimeline
Rossby Financial, LCC125$4.46K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78$2.78K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC48$1.71K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4$143<0.01%new13F-HRTimelineGroup