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Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

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SHS ETF (fund)

158 managers (159 13F filers) reported a position in CGDG shares at 2025-03-31, 48,629,077 shares in all. 33 filers opened a position and 10 filers sold out during the quarter.

Managers
158
13F filers
159
New
33
Added
94
Reduced
11
Sold out
10
Shares held by filers
48,629,077

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital International Investorsin group Capital International Investo…17,352,383$536M0.11%-301,89713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,157,180$159M+1,018,495Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,034,236$93.8M0.92%+239,14713F-HRTimelineGroup
LPL Financial LLC2,737,036$84.6M0.03%+1,315,98113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,812,588$56M0.02%+374,74313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,578,331$48.8M0.07%+484,27513F-HRTimeline
Cetera Investment Advisers1,558,313$48.2M0.09%+367,80113F-HRTimeline
Confluence Wealth Services, Inc.1,568,309$47.8M3.02%+186,51813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,237,364$38.2M0.01%+229,65613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,008,897$31.2M<0.01%+195,19913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC974,190$30.1M0.1%+47,18613F-HRTimeline
Cambridge Investment Research Advisors,…604,476$18.7M0.06%+120,19213F-HRTimeline
Valmark Advisers, Inc.531,905$16.4M0.25%+62,24313F-HRTimeline
ROTHSCHILD INVESTMENT LLC496,780$15.4M1.03%+109,27413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP407,615$12.6M0.01%+234,79813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.400,965$12.4M0.03%+105,24413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…378,141$11.7M0.01%+85,91813F-HRTimelineGroup
Smartleaf Asset Management LLC365,401$11.3M1.09%+176,94513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC360,319$11.1M0.02%-6,77813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG319,259$9.87M<0.01%+276,25013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.318,208$9.83M0.25%+11,11413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC309,594$9.57M0.13%+117,31613F-HRTimelineGroup
Private Advisor Group, LLC303,705$9.38M0.06%+59,27613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC277,265$8.57M0.02%+11,13113F-HRTimelineGroup
VestGen Advisors, LLC275,905$8.53M0.39%13F-HRTimeline
SWEENEY & MICHEL, LLC266,958$7.48M3.27%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP198,091$6.13M0.01%+95,47913F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…169,337$5.23M0.13%+3,84313F-HRTimelineGroup
Entruity Wealth, LLC167,459$5.17M4.88%+83,64413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS166,206$5.14M0.01%+23,40213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP160,657$4.96M0.01%+17,20513F-HRTimelineGroup
Janney Montgomery Scott LLC155,619$4.81M0.01%+4,51713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.153,909$4.76M0.01%+89,55313F-HRTimelineGroup
WealthCare Investment Partners, LLC147,022$4.39M1.86%new13F-HRTimeline
Orion Porfolio Solutions, LLC137,488$4.25M0.04%+15,61913F-HRTimeline
Orion Portfolio Solutions, LLC137,488$4.25M0.04%+15,61913F-HR/ATimeline
Swisher Financial Concepts, Inc.133,043$4.11M3.4%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…125,797$3.83M0.15%+7,43113F-HRTimelineGroup
BlueChip Wealth Advisors LLC120,927$3.74M1.84%new13F-HRTimeline
Atria Wealth Solutions, Inc.118,442$3.68M0.04%+23,88913F-HRTimeline
&PARTNERS115,487$3.59M0.04%+102,19313F-HRTimeline
U.S. Capital Wealth Advisors, LLC111,853$3.46M0.11%+18,77013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,641$3.3M0.01%-13,53213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding102,638$3.17M+13,408Timeline
HARBOUR INVESTMENTS, INC.100,956$3.12M0.09%+21,57613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.96,852$2.99M0.04%+13,63913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC86,321$2.68M0.23%+70,84113F-HRTimeline
Tempus Wealth Planning, LLC79,930$2.47M0.74%+16,49213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.78,948$2.44M0.01%+23,80413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\70,824$2.19M<0.01%new13F-HRTimelineGroup
LifeGoal Investments, LLC68,499$2.14M2.31%-73,64513F-HRTimeline
Merit Financial Group, LLC59,152$1.83M0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC55,816$1.72M0.26%+2,81413F-HRTimeline
Dynamic Advisor Solutions LLC55,028$1.7M0.06%+4,47213F-HRTimeline
LongView Wealth Management53,092$1.64M0.49%+11,66513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.52,602$1.63M0.89%+9,82413F-HRTimeline
COMERICA BANK50,022$1.55M0.01%+49313F-HRTimeline
Steward Partners Investment Advisory, L…48,111$1.49M0.01%+22,29913F-HRTimeline
Nautilus Advisors LLC46,246$1.43M1.18%+17,77113F-HRTimeline
WEDBUSH SECURITIES INC45,634$1.41M0.05%+14,43013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC45,110$1.39M0.95%+2,00113F-HRTimeline
Jacobi Capital Management LLC44,681$1.38M0.1%+7,36113F-HRTimeline
HighTower Advisors, LLC44,335$1.37M<0.01%-2,16613F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC44,227$1.37M0.32%+13,88813F-HRTimeline
Integrated Wealth Concepts LLC43,336$1.34M0.02%+16,15513F-HRTimeline
Koshinski Asset Management, Inc.42,641$1.32M0.11%+16,74613F-HRTimeline
Trueblood Wealth Management, LLC42,105$1.3M0.6%+14,12513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO39,532$1.22M0.02%+85113F-HRTimeline
Bleakley Financial Group, LLC37,246$1.15M0.04%+3,01213F-HRTimeline
World Investment Advisors36,655$1.13M0.03%+11,54513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC35,922$1.11M0.03%+27,42213F-HRTimeline
Gladstone Institutional Advisory LLC31,351$969K0.05%+10,40413F-HRTimeline
Geneos Wealth Management Inc.30,823$952K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,263$927K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC29,206$902K0.01%+3,55013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,969$895K<0.01%new13F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC27,664$806K0.44%+3,23313F-HRTimeline
CWS Financial Advisors, LLC25,767$796K0.25%+9,07313F-HRTimeline
Kingsview Wealth Management, LLC25,744$795K0.01%new13F-HRTimeline
QTR Family Wealth, LLC24,547$759K0.57%13F-HRTimeline
Aspire Growth Partners LLC23,811$756K0.67%+9,74813F-HRTimeline
A&I FINANCIAL SERVICES, LLC24,377$753K0.51%+4,85213F-HRTimeline
Mutual Advisors, LLC23,766$734K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,343$721K0.01%+11,17413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…22,745$703K0.09%+7,35413F-HRTimeline
Signature Wealth Management Group21,250$657K0.26%new13F-HRTimeline
D.A. DAVIDSON & CO.20,479$633K0.01%+11,31813F-HRTimeline
GWN SECURITIES INC.19,978$617K0.03%new13F-HRTimeline
PFG Advisors19,159$592K0.03%+72313F-HRTimeline
GTS SECURITIES LLC18,125$560K0.02%+3,72313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,766$549K0.01%+68513F-HRTimelineGroup
M.E. ALLISON & CO., INC.17,445$539K0.53%013F-HRTimeline
Latitude Advisors, LLC17,311$535K0.31%new13F-HRTimeline
Gateway Wealth Partners, LLC17,291$534K0.12%+4,38813F-HRTimeline
Simplicity Wealth,LLC17,023$526K0.04%new13F-HRTimeline
CLG LLC16,884$522K0.18%-1,33013F-HRTimeline
Sovran Advisors, LLC16,483$497K0.06%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,928$492K0.05%013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.15,039$465K0.92%-2,07913F-HRTimeline
J.W. COLE ADVISORS, INC.14,153$437K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,098$436K<0.01%+6,34313F-HRTimelineGroup
Lincoln Capital LLC14,305$433K0.09%+4,27113F-HRTimeline
RFG Advisory, LLC13,673$422K0.01%+1,28413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,592$420K0.01%+15113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,368$413K0.04%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,297$411K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC13,050$403K0.17%+6,35013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,334$381K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA12,129$375K0.04%+3,02913F-HRTimeline
Continuum Advisory, LLC12,070$373K0.05%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,903$368K0.01%-231,33013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,031$341K<0.01%+9,88113F-HRTimelineGroup
Lodestone Wealth Management LLC10,243$317K0.17%+1,59513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,163$314K0.04%+16413F-HRTimeline
Sowell Financial Services LLC9,819$303K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC8,809$272K<0.01%+1,13913F-HRTimeline
Moloney Securities Asset Management, LLC8,806$272K0.04%+1,68813F-HRTimeline
Berger Financial Group, Inc8,801$272K0.02%+1,10413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,757$271K0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc8,589$265K0.01%+15013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,442$261K<0.01%new13F-HR/ATimelineGroup
Bond & Devick Financial Network, Inc.8,237$255K0.09%013F-HRTimeline
NavPoint Financial, Inc.8,187$253K0.18%new13F-HRTimeline
Mission Financial Group, LLC6,844$246K0.23%13F-HRTimeline
Atria Investments, Inc7,687$238K<0.01%-19313F-HRTimeline
Venture Visionary Partners LLC7,027$217K0.01%new13F-HRTimeline
IFP Advisors, Inc5,827$180K0.01%+34313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,707$176K0.01%-17613F-HRTimeline
CENTAURUS FINANCIAL, INC.5,689$176K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,441$168K<0.01%+4,27113F-HRTimelineGroup
Larson Financial Group LLC3,650$113K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,490$108K0.08%new13F-HRTimeline
Westside Investment Management, Inc.2,625$81.1K0.02%+2,22513F-HRTimeline
Sunbelt Securities, Inc.2,300$71.1K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,974$61K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,612$50K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,488$46K0.01%+32013F-HRTimeline
Allworth Financial LP1,480$45.7K<0.01%+85413F-HRTimeline
ARVEST INVESTMENTS, INC.1,330$41.1K0.01%013F-HRTimeline
ORG Partners LLC1,231$38.1K0.01%new13F-HRTimeline
Capital A Wealth Management, LLC889$27.5K0.03%+5713F-HRTimeline
Arax Advisory Partners640$19.8K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.617$19.1K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.552$17.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.566$17K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC452$14K0.01%+13513F-HRTimeline
CX Institutional340$11K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management269$8.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc225$6.95K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN163$5.03K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC146$4.51K<0.01%+4713F-HRTimeline
AMERIFLEX GROUP, INC.45$1.39K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40$1.24K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC35$1.04K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC32$989<0.01%new13F-HRTimeline
New England Capital Financial Advisors …17$520<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$124<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-42,05713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.