Skip to content
Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

Follow

SHS ETF (fund)

262 managers (266 13F filers) reported a position in CGDG shares at 2026-03-31, 104,303,185 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
262
13F filers
266
New
34
Added
166
Reduced
41
Sold out
17
Shares held by filers
104,303,185

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Saxony Capital Management, LLC10,257$368K0.21%new13F-HRTimeline
Summit Investment Advisory Services, LLC9,802$352K0.13%+1,96313F-HRTimeline
Balboa Wealth Partners9,742$350K0.06%+2,05613F-HRTimeline
Carson Advisory Inc.9,191$330K0.17%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,130$328K0.1%new13F-HRTimeline
AMERIFLEX GROUP, INC.8,764$315K0.16%+7,72613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,364$300K0.01%-10413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.8,342$299K0.08%-17913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,200$294K0.11%new13F-HRTimeline
Arax Advisory Partners8,023$288K0.01%+5,06813F-HRTimeline
Whelan Financial8,000$287K0.09%013F-HRTimeline
Leo H. Evart, Inc.7,834$281K0.24%13F-HR/ATimeline
GTS SECURITIES LLC7,480$269K0.01%-67313F-HRTimeline
Ascension Capital Advisors, Inc.7,350$264K0.08%-40113F-HRTimeline
Strategic Blueprint, LLC7,227$259K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,152$257K<0.01%-2,01413F-HRTimelineGroup
Harpswell Capital Advisors, LLC7,000$251K0.19%013F-HRTimeline
Vise Technologies, Inc.7,000$249K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC6,820$245K0.09%-2413F-HRTimeline
Sunrise Financial Services, LLC6,773$243K0.17%new13F-HRTimeline
Cornerstone Wealth Management, LLC6,720$241K0.01%+32513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,522$234K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.6,171$222K0.01%+55913F-HRTimeline
Vigil Wealth Management, LLC6,131$220K0.18%013F-HRTimeline
Armstrong, Fleming & Moore, Inc6,084$218K0.09%new13F-HRTimeline
TCP Asset Management, LLC6,026$216K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,972$214K0.05%013F-HRTimeline
Synergy Financial Group, LTD5,885$211K0.16%013F-HRTimeline
Stonebridge Financial Group, LLC / MO5,884$211K0.18%new13F-HRTimeline
MGO ONE SEVEN LLC5,873$211K<0.01%-4113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,767$207K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,651$203K<0.01%+34713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,646$203K0.01%-26713F-HRTimeline
KOM Wealth Management Group, LLC5,612$201K0.14%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,786$172K0.01%+55013F-HR/ATimelineGroup
Advisory Services Network, LLC4,674$168K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,650$131K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,166$114K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.3,077$110K0.09%013F-HRTimeline
Sunbelt Securities, Inc.2,698$96.9K0.01%+39813F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,638$94.7K0.02%+40013F-HRTimeline
Medallion Wealth Advisors, LLC1,884$67.6K0.02%+6813F-HRTimeline
MOTCO1,414$50.8K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,400$50.3K0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.1,330$47.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,053$37.8K<0.01%-64613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …885$31.8K0.01%013F-HRTimelineGroup
CX Institutional785$28K<0.01%-15813F-HRTimeline
Gunpowder Capital Management, LLC dba O…755$27.1K0.02%+5413F-HRTimeline
FMR LLCin group FMR LLC687$24.7K<0.01%+68313F-HRTimelineGroup
POM Investment Strategies, LLC484$17.4K0.02%new13F-HRTimeline
Founders Capital Management400$14.4K0.01%new13F-HRTimeline
CVA Family Office, LLC355$12.7K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management274$9.84K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC262$9.41K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC257$9.23K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB157$5.64K<0.01%new13F-HRTimeline
CENTRAL TRUST Co137$4.92K<0.01%013F-HRTimeline
Rossby Financial, LCC125$4.51K<0.01%013F-HRTimeline
Financial Life Planners86$3.09K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78$2.8K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC48$1.72K<0.01%013F-HRTimeline