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Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

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SHS ETF (fund)

187 managers (189 13F filers) reported a position in CGDG shares at 2025-06-30, 64,432,321 shares in all. 40 filers opened a position and 11 filers sold out during the quarter.

Managers
187
13F filers
189
New
40
Added
122
Reduced
15
Sold out
11
Shares held by filers
64,432,321

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital International Investorsin group Capital International Investo…17,350,853$584M0.1%-1,53013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,977,048$201M+819,868Timeline
LPL Financial LLC5,565,635$187M0.06%+2,828,59913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,078,770$137M1.19%+1,044,53413F-HRTimelineGroup
Advance Capital Management, Inc.2,669,679$89.8M4.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,652,387$89.2M0.03%+839,79913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,898,865$63.9M0.08%+320,53413F-HRTimeline
Cetera Investment Advisers1,758,205$59.1M0.1%+199,89213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,752,454$58.9M<0.01%+743,55713F-HRTimelineGroup
Confluence Wealth Services, Inc.1,661,858$55.9M3.05%+93,54913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,546,267$52M0.01%+308,90313F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,125,534$37.9M0.11%+151,34413F-HRTimeline
Cambridge Investment Research Advisors,…820,477$27.6M0.08%+216,00113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…695,783$23.4M0.04%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.668,976$22.4M0.04%+268,01113F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.655,048$22M0.32%+336,84013F-HRTimeline
UBS Group AGin group UBS Group AG653,158$22M<0.01%+333,89913F-HRTimelineGroup
Valmark Advisers, Inc.562,974$18.9M0.26%+31,06913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…545,726$18.4M0.01%+167,58513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC536,824$18.1M1.13%+40,04413F-HRTimeline
Private Advisor Group, LLC514,938$17.3M0.09%+211,23313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC486,169$16.3M0.21%+176,57513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP457,991$15.4M0.01%+259,90013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP451,044$15.2M0.01%+43,42913F-HRTimelineGroup
Smartleaf Asset Management LLC389,677$13.1M1.16%+24,27613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC381,723$12.8M0.02%+21,40413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.295,664$9.94M0.05%+216,71613F-HRTimeline
Onyx Bridge Wealth Group LLC285,341$9.6M1.27%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC282,713$9.51M0.02%+5,44813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…281,161$9.46M0.27%+269,25813F-HRTimelineGroup
VestGen Advisors, LLC272,907$9.18M0.37%-2,99813F-HRTimeline
SWEENEY & MICHEL, LLC270,271$9.14M3.24%+3,31313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO255,957$8.61M0.01%+247,51513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding230,580$7.75M+127,942Timeline
&PARTNERS208,554$7.05M0.05%+93,06713F-HRTimeline
Janney Montgomery Scott LLC196,500$6.61M0.02%+40,88113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS182,093$6.12M0.01%+15,88713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…178,946$6.02M0.12%+9,60913F-HRTimelineGroup
Entruity Wealth, LLC175,917$5.92M5.03%+8,45813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP175,407$5.9M0.01%+14,75013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.170,062$5.72M0.14%+69,10613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC165,054$5.55M<0.01%+150,95613F-HRTimelineGroup
Swisher Financial Concepts, Inc.160,846$5.41M3.49%+27,80313F-HRTimeline
Bleakley Financial Group, LLC158,235$5.32M0.14%+120,98913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.158,126$5.32M0.01%+4,21713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN145,814$4.9M<0.01%+145,65113F-HRTimelineGroup
Merit Financial Group, LLC143,342$4.82M0.05%+84,19013F-HRTimeline
WealthCare Investment Partners, LLC139,089$4.72M1.7%-7,93313F-HRTimeline
Orion Porfolio Solutions, LLC138,630$4.66M0.04%+1,14213F-HR/ATimeline
BlueChip Wealth Advisors LLC132,024$4.44M1.98%+11,09713F-HRTimeline
U.S. Capital Wealth Advisors, LLC131,366$4.42M0.13%+19,51313F-HRTimeline
D.A. DAVIDSON & CO.126,867$4.27M0.03%+106,38813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.126,457$4.25M0.05%+29,60513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…123,280$4.19M0.01%+16,63913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC109,074$3.67M0.28%+22,75313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…93,496$3.14M0.16%-32,30113F-HRTimelineGroup
Integrated Wealth Concepts LLC85,522$2.88M0.03%+42,18613F-HRTimeline
FLOW TRADERS U.S. LLC84,753$2.85M0.11%new13F-HRTimeline
Tempus Wealth Planning, LLC82,695$2.78M0.69%+2,76513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75,531$2.54M<0.01%+4,70713F-HRTimelineGroup
Steward Partners Investment Advisory, L…70,702$2.38M0.02%+22,59113F-HRTimeline
LongView Wealth Management70,579$2.37M0.72%+17,48713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.65,325$2.21M1.05%+12,72313F-HRTimeline
COMERICA BANK64,536$2.17M0.01%+14,51413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC59,577$2.01M0.42%+15,35013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC57,185$1.92M0.99%+12,07513F-HRTimeline
Mayflower Financial Advisors, LLC56,484$1.9M0.26%+66813F-HRTimeline
Nautilus Advisors LLC52,276$1.76M1.29%+6,03013F-HRTimeline
Atria Wealth Solutions, Inc.51,816$1.75M0.04%-66,62613F-HRTimeline
Sovran Advisors, LLC51,662$1.74M0.18%+35,17913F-HRTimeline
HighTower Advisors, LLC50,282$1.69M<0.01%+5,94713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,201$1.69M0.01%+26,85813F-HRTimelineGroup
LifeGoal Investments, LLC49,243$1.66M1.57%-19,25613F-HRTimeline
Dynamic Advisor Solutions LLC49,093$1.65M0.05%-5,93513F-HRTimeline
Trueblood Wealth Management, LLC47,444$1.6M0.67%+5,33913F-HRTimeline
Sowell Financial Services LLC46,832$1.57M0.06%+37,01313F-HRTimeline
Jacobi Capital Management LLC46,572$1.57M0.1%+1,89113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.46,380$1.56M0.02%+34,04613F-HRTimelineGroup
NavPoint Financial, Inc.45,253$1.52M0.92%+37,06613F-HRTimeline
Koshinski Asset Management, Inc.45,061$1.52M0.11%+2,42013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC44,240$1.49M0.03%+12,97713F-HRTimelineGroup
CWS Financial Advisors, LLC43,405$1.46M0.42%+17,63813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC43,291$1.46M0.03%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC42,715$1.44M0.03%+6,79313F-HRTimeline
Gladstone Institutional Advisory LLC42,597$1.43M0.06%+11,24613F-HRTimeline
NewEdge Advisors, LLC42,545$1.43M0.01%+13,33913F-HRTimeline
Simplicity Wealth,LLC37,886$1.27M0.05%+20,86313F-HRTimeline
World Investment Advisors37,768$1.27M0.03%+1,11313F-HRTimeline
GTS SECURITIES LLC33,748$1.13M0.05%+15,62313F-HRTimeline
Betterment LLC33,604$1.13M<0.01%new13F-HRTimeline
MFA Wealth Services32,469$1.09M0.82%new13F-HRTimeline
RFG Advisory, LLC32,251$1.08M0.03%+18,57813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO32,129$1.08M0.02%-7,40313F-HRTimeline
Geneos Wealth Management Inc.31,450$1.06M0.03%+62713F-HRTimeline
OLD MISSION CAPITAL LLC30,714$1.03M0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC30,664$1.03M<0.01%+1,69513F-HRTimelineGroup
Mutual Advisors, LLC28,495$976K0.02%+4,72913F-HRTimeline
QTR Family Wealth, LLC28,311$952K0.59%+3,76413F-HRTimeline
Kingsview Wealth Management, LLC27,711$932K0.02%+1,96713F-HRTimeline
WEDBUSH SECURITIES INC26,696$898K0.03%-18,93813F-HRTimeline
A&I FINANCIAL SERVICES, LLC26,532$892K0.5%+2,15513F-HRTimeline
Gateway Wealth Partners, LLC25,959$873K0.17%+8,66813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…24,245$815K0.03%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,207$814K0.04%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC25,711$811K0.42%-1,95313F-HRTimeline
Aspire Growth Partners LLC23,811$801K0.66%013F-HRTimeline
Sanctuary Advisors, LLC23,429$788K<0.01%+14,62013F-HRTimeline
Patriot Financial Group Insurance Agenc…22,995$773K0.09%+25013F-HRTimeline
Advisory Services Network, LLC22,850$760K0.01%new13F-HRTimeline
PFG Advisors22,023$741K0.03%+2,86413F-HRTimeline
LRI Investments, LLC22,000$740K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,725$697K0.02%new13F-HRTimeline
Latitude Advisors, LLC20,414$687K0.35%+3,10313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,933$670K0.01%+2,16713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,491$655K<0.01%+6,19413F-HRTimelineGroup
CLG LLC19,378$652K0.2%+2,49413F-HRTimeline
Moloney Securities Asset Management, LLC19,329$650K0.08%+10,52313F-HRTimeline
Venture Visionary Partners LLC18,934$637K0.02%+11,90713F-HRTimeline
Strategic Blueprint, LLC18,231$613K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…17,887$602K0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.17,705$595K0.48%+26013F-HRTimeline
Signature Wealth Management Group16,746$563K0.22%-4,50413F-HRTimeline
J.W. COLE ADVISORS, INC.16,014$539K0.01%+1,86113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,928$536K0.05%013F-HRTimeline
Lincoln Capital LLC15,331$516K0.1%+1,02613F-HRTimeline
Main Street Financial Solutions, LLC15,063$507K0.04%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.14,721$495K0.89%-31813F-HRTimeline
First Heartland Consultants, Inc.14,141$476K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,835$465K0.01%+24313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,743$462K0.01%+4,98613F-HRTimelineGroup
Prospera Financial Services Inc13,693$460K0.01%+5,10413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,433$452K0.04%+6513F-HRTimeline
Berger Financial Group, Inc12,751$429K0.03%+3,95013F-HRTimeline
Lodestone Wealth Management LLC12,737$428K0.21%+2,49413F-HRTimeline
Continuum Advisory, LLC12,692$427K0.05%+62213F-HRTimeline
ORG Partners LLC12,486$421K0.09%+11,25513F-HRTimeline
PRIVATE TRUST CO NA12,129$408K0.04%013F-HRTimeline
Westside Investment Management, Inc.11,850$399K0.07%+9,22513F-HRTimeline
Security Financial Services, INC.11,804$397K0.07%new13F-HRTimeline
IFP Advisors, Inc11,237$378K0.01%+5,41013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,060$372K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC10,777$362K0.01%new13F-HRTimeline
Trinity Wealth Management, LLC10,484$353K0.14%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,431$351K0.03%+26813F-HRTimeline
VICUS CAPITAL10,327$347K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC9,192$311K0.01%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC9,197$309K0.21%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,875$298K<0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.8,752$294K0.06%new13F-HRTimeline
Lantern Wealth Advisors, LLC8,752$294K0.18%13F-HRTimeline
MSH Capital Advisors LLC8,511$286K0.08%new13F-HRTimeline
Parsonex Advisory Services, Inc.8,317$280K0.23%13F-HRTimeline
Bond & Devick Financial Network, Inc.8,237$277K0.09%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,194$276K0.02%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,993$269K0.01%new13F-HRTimelineGroup
Bare Financial Services, Inc7,598$256K0.09%new13F-HRTimeline
Balboa Wealth Partners7,095$239K0.05%new13F-HRTimeline
DAVENPORT & Co LLC7,043$237K<0.01%new13F-HRTimeline
Hartmann Taylor Wealth Management, LLC7,000$235K0.2%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,615$222K<0.01%+1,17413F-HRTimelineGroup
GWN SECURITIES INC.6,419$216K0.04%-13,55913F-HRTimeline
CENTAURUS FINANCIAL, INC.6,331$213K0.01%+64213F-HRTimeline
TCP Asset Management, LLC6,026$203K0.04%new13F-HRTimeline
Allworth Financial LP5,854$197K<0.01%+4,37413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,824$196K0.01%+11713F-HRTimeline
Farther Finance Advisors, LLC4,100$138K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,650$123K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,593$121K0.08%+10313F-HRTimeline
Global Retirement Partners, LLC2,805$94.3K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,522$84.8K<0.01%-8,50913F-HRTimelineGroup
LANARK FINANCIAL, INC.2,368$79K0.01%+1,80213F-HRTimeline
Sunbelt Securities, Inc.2,300$68.2K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,648$55.4K0.02%+16013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,619$54K<0.01%+713F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,330$44.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,313$44.2K<0.01%+1,08813F-HRTimeline
SITTNER & NELSON, LLC1,010$34K0.01%new13F-HRTimeline
Arax Advisory Partners763$25.7K<0.01%+12313F-HRTimeline
First Horizon Advisors, Inc.748$25.2K<0.01%+13113F-HRTimeline
Medallion Wealth Advisors, LLC702$23.7K0.01%+25013F-HRTimeline
CX Institutional619$21K<0.01%+27913F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management270$9.07K<0.01%+113F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC262$8.81K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…78$2.62K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC61$2.05K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$135<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.