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Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

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SHS 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.

HolderSharesValue% of portfolioChangeSource
Capital International Investorsin group Capital International Investo…17,115,175$593M0.1%-235,67813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,203,981$284M+2,226,933Timeline
LPL Financial LLC7,721,601$268M0.08%+2,155,96613F-HRTimeline
Advance Capital Management, Inc.5,249,253$182M7.89%+2,579,57413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,719,675$164M2.73%+640,90513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,597,131$125M0.01%+1,844,67713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,547,167$123M0.04%+894,78013F-HRTimelineGroup
Cetera Investment Advisers2,719,260$94.2M0.11%+961,05513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,091,878$72.5M0.01%+545,61113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,859,335$64.4M0.08%-39,53013F-HRTimeline
Confluence Wealth Services, Inc.1,730,340$60M2.95%+68,48213F-HRTimeline
MML INVESTORS SERVICES, LLC1,299,677$45M0.12%+174,14313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,120,001$38.8M0.01%+974,18713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,007,141$34.5M0.05%+338,16513F-HRTimelineGroup
Cambridge Investment Research Advisors,…909,083$31.5M0.09%+88,60613F-HRTimeline
UBS Group AGin group UBS Group AG782,210$27.1M0.01%+129,05213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…756,059$26.2M0.02%+210,33313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700,476$24.2M0.02%+242,48513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC598,370$20.7M0.23%+112,20113F-HRTimelineGroup
Valmark Advisers, Inc.597,914$20.7M0.27%+34,94013F-HRTimeline
ROTHSCHILD INVESTMENT LLC572,597$19.8M1.12%+35,77313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC570,040$19.8M2.81%new13F-HRTimeline
Private Advisor Group, LLC559,152$19.4M0.1%+44,21413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO559,115$19.4M0.02%+303,15813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP525,711$18.2M0.02%+74,66713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC506,568$17.6M0.04%+223,85513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.445,063$15.4M0.29%-209,98513F-HRTimeline
Onyx Bridge Wealth Group LLC406,906$14.1M1.53%+121,56513F-HRTimeline
Janney Montgomery Scott LLC392,949$13.6M0.03%+196,44913F-HRTimeline
Smartleaf Asset Management LLC379,051$13.1M0.81%-10,62613F-HRTimeline
&PARTNERS303,950$10.6M0.07%+95,39613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…277,054$9.6M0.25%-4,10713F-HRTimelineGroup
SWEENEY & MICHEL, LLC281,308$9.58M3.22%+11,03713F-HRTimeline
VestGen Advisors, LLC260,858$9.04M0.3%-12,04913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP258,587$8.96M0.01%+83,18013F-HRTimelineGroup
Orion Porfolio Solutions, LLC240,086$8.32M0.06%+101,45613F-HRTimeline
HARBOUR INVESTMENTS, INC.231,636$8.03M0.18%+61,57413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…223,563$7.75M0.13%+44,61713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS206,871$7.17M0.01%+24,77813F-HRTimeline
Merit Financial Group, LLC198,993$6.9M0.06%+55,65113F-HR/ATimeline
Swisher Financial Concepts, Inc.195,737$6.78M4.07%+34,89113F-HRTimeline
FLOW TRADERS U.S. LLC192,108$6.66M0.27%+107,35513F-HRTimeline
Integrated Wealth Concepts LLC186,620$6.47M0.06%+101,09813F-HRTimeline
Entruity Wealth, LLC184,752$6.4M4.97%+8,83513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.177,859$6.16M0.07%+51,40213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.164,969$5.72M0.01%+6,84313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC164,963$5.72M0.15%+33,59713F-HRTimeline
Bleakley Financial Group, LLC162,325$5.62M0.13%+4,09013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding158,717$5.5M-71,863Timeline
Founders Financial Alliance, LLC150,713$5.22M0.98%new13F-HRTimeline
BlueChip Wealth Advisors LLC143,674$4.98M2.13%+11,65013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…140,989$4.92M0.01%+17,70913F-HRTimeline
WealthCare Investment Partners, LLC139,799$4.87M1.58%+71013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC132,441$4.59M0.08%+89,15013F-HRTimelineGroup
OLD MISSION CAPITAL LLC130,617$4.53M0.16%+99,90313F-HRTimeline
D.A. DAVIDSON & CO.127,647$4.42M0.03%+78013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC116,677$4.04M0.28%+7,60313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.116,456$4.04M0.05%+70,07613F-HRTimelineGroup
Kingsview Wealth Management, LLC105,272$3.65M0.06%+77,56113F-HRTimeline
LongView Wealth Management98,491$3.41M0.92%+27,91213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\92,701$3.21M<0.01%+17,17013F-HRTimelineGroup
NavPoint Financial, Inc.89,916$3.12M1.63%+44,66313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC84,044$2.91M0.05%+39,80413F-HRTimelineGroup
Steward Partners Investment Advisory, L…82,426$2.86M0.02%+11,72413F-HRTimeline
Mayflower Financial Advisors, LLC82,064$2.84M0.36%+25,58013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC79,464$2.75M0.52%+19,88713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.71,942$2.5M0.77%+6,61713F-HRTimeline
Betterment LLC70,106$2.43M<0.01%+36,50213F-HRTimeline
Jacobi Capital Management LLC69,610$2.41M0.15%+23,03813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.69,296$2.4M0.02%+19,09513F-HRTimelineGroup
COMERICA BANK69,168$2.4M0.01%+4,63213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,411$2.37M<0.01%-96,64313F-HRTimelineGroup
Tempus Wealth Planning, LLC66,923$2.32M0.53%-15,77213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC64,681$2.24M1.06%+7,49613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…62,557$2.17M0.14%-30,93913F-HRTimelineGroup
Sovran Advisors, LLC60,928$2.13M0.19%+9,26613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…59,040$2.05M0.03%+50,16513F-HRTimelineGroup
Koshinski Asset Management, Inc.57,817$2M0.13%+12,75613F-HRTimeline
Nautilus Advisors LLC53,242$1.84M1.24%+96613F-HRTimeline
DAVENPORT & Co LLC52,619$1.82M0.01%+45,57613F-HRTimeline
NewEdge Advisors, LLC52,263$1.81M0.01%+9,71813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,553$1.72M<0.01%-332,17013F-HRTimelineGroup
Trueblood Wealth Management, LLC49,361$1.71M0.67%+1,91713F-HRTimeline
Dynamic Advisor Solutions LLC49,271$1.71M0.05%+17813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,489$1.68M0.01%+28,55613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO47,985$1.66M0.02%+15,85613F-HRTimeline
CWS Financial Advisors, LLC47,527$1.65M0.46%+4,12213F-HRTimeline
Sowell Financial Services LLC47,517$1.65M0.06%+68513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC47,442$1.64M0.03%+4,72713F-HRTimeline
Gladstone Institutional Advisory LLC47,251$1.64M0.06%+4,65413F-HRTimeline
World Investment Advisors47,093$1.63M0.03%+9,32513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…44,960$1.56M0.05%+20,71513F-HRTimeline
RFG Advisory, LLC44,815$1.55M0.03%+12,56413F-HRTimeline
SFG Wealth Management, LLC.41,447$1.44M0.62%new13F-HRTimeline
LifeGoal Investments, LLC41,082$1.42M1.18%-8,16113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding39,258$1.36MnewTimeline
Gateway Wealth Partners, LLC38,032$1.32M0.18%+12,07313F-HRTimeline
MFA Wealth Services35,624$1.23M0.85%+3,15513F-HRTimeline
PFG Advisors34,467$1.19M0.05%+12,44413F-HRTimeline
WEDBUSH SECURITIES INC33,006$1.14M0.04%+6,31013F-HRTimeline
Main Street Financial Solutions, LLC31,969$1.11M0.07%+16,90613F-HRTimeline
Roehl & Yi Investment Advisors, LLC33,374$1.1M0.48%+7,66313F-HRTimeline
Mutual Advisors, LLC31,450$1.1M0.02%+2,95513F-HRTimeline
Venture Visionary Partners LLC31,102$1.08M0.04%+12,16813F-HRTimeline
Latitude Advisors, LLC30,883$1.07M0.49%+10,46913F-HRTimeline
Simplicity Wealth,LLC30,393$1.05M0.06%-7,49313F-HRTimeline
QTR Family Wealth, LLC29,642$1.03M0.49%+1,33113F-HRTimeline
Sigma Planning Corp29,552$1.03M0.03%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC28,488$993K0.48%+1,95613F-HRTimeline
HighTower Advisors, LLC27,343$947K<0.01%-22,93913F-HRTimeline
CLG LLC26,324$912K0.25%+6,94613F-HRTimeline
Aspire Growth Partners LLC26,172$907K0.66%+2,36113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,709$891K0.02%+4,98413F-HRTimeline
Summit Financial, LLC25,033$867K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC24,892$863K<0.01%+1,46313F-HR/ATimeline
LRI Investments, LLC22,000$762K0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,773$754K<0.01%-8,89113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.20,941$726K<0.01%+1,45013F-HRTimelineGroup
Security Financial Services, INC.20,831$722K0.12%+9,02713F-HRTimeline
Moloney Securities Asset Management, LLC20,203$700K0.08%+87413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,111$697K0.01%+6,36813F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.19,716$686K1.02%+4,99513F-HRTimeline
ORG Partners LLC17,495$679K0.12%+5,00913F-HRTimeline
J.W. COLE ADVISORS, INC.19,270$668K0.01%+3,25613F-HRTimeline
Allworth Financial LP18,159$629K<0.01%+12,30513F-HRTimeline
VICUS CAPITAL18,158$629K0.05%+7,83113F-HRTimeline
Prospera Financial Services Inc18,126$628K0.01%+4,43313F-HRTimeline
Signature Wealth Management Group18,080$626K0.24%+1,33413F-HRTimeline
Mesirow Financial Investment Management…17,982$623K0.01%+9513F-HRTimeline
Strategic Blueprint, LLC17,423$604K0.03%-80813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,220$597K<0.01%new13F-HRTimelineGroup
Lincoln Capital LLC17,015$595K0.11%+1,68413F-HRTimeline
First Heartland Consultants, Inc.17,131$594K0.05%+2,99013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,178$561K0.04%+25013F-HRTimeline
Westside Investment Management, Inc.16,000$554K0.09%+4,15013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,804$548K0.03%+7,61013F-HRTimelineGroup
Lodestone Wealth Management LLC15,126$524K0.24%+2,38913F-HRTimeline
M.E. ALLISON & CO., INC.15,082$523K0.36%-2,62313F-HRTimeline
Geneos Wealth Management Inc.14,732$510K0.01%-16,71813F-HRTimeline
Synergy Investment Management, LLC14,500$502K0.19%new13F-HRTimeline
Continuum Advisory, LLC14,462$501K0.05%+1,77013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC14,353$497K0.24%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,600$471K<0.01%new13F-HRTimeline
Bare Financial Services, Inc13,500$468K0.14%+5,90213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,480$467K0.01%-35513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,433$453K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,812$444K0.01%+4,81913F-HRTimelineGroup
Berger Financial Group, Inc12,787$443K0.03%+3613F-HRTimeline
Lantern Wealth Advisors, LLC12,781$443K0.23%+4,02913F-HRTimeline
Patriot Financial Group Insurance Agenc…12,475$432K0.06%-10,52013F-HRTimeline
PRIVATE TRUST CO NA12,129$420K0.04%013F-HRTimeline
Gutierrez Wealth Advisory, LLC11,876$411K0.26%+2,67913F-HRTimeline
CENTAURUS FINANCIAL, INC.11,498$398K0.02%+5,16713F-HRTimeline
Trinity Wealth Management, LLC11,361$394K0.15%+87713F-HRTimeline
Snowden Capital Advisors LLC11,197$390K0.01%+2,00513F-HRTimeline
GWN SECURITIES INC.11,057$383K0.09%+4,63813F-HRTimeline
VestGen Investment Management11,055$383K0.23%new13F-HRTimeline
IHT Wealth Management, LLC10,847$376K0.01%+7013F-HRTimeline
IFP Advisors, Inc10,794$374K0.01%-44313F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,564$368K0.03%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC10,540$365K0.03%+10913F-HRTimeline
Ausdal Financial Partners, Inc.10,298$357K0.02%new13F-HRTimeline
Harpswell Capital Advisors, LLC10,200$353K0.34%13F-HRTimeline
Global Retirement Partners, LLC10,142$351K0.01%+7,33713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,751$338K0.01%-14,45613F-HRTimeline
MSH Capital Advisors LLC9,560$331K0.09%+1,04913F-HRTimeline
GTS SECURITIES LLC9,300$322K0.01%-24,44813F-HRTimeline
Qube Research & Technologies Ltd9,298$322K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC8,635$299K<0.01%+4,53513F-HRTimeline
Parsonex Advisory Services, Inc.8,578$297K0.2%+26113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,407$291K0.01%new13F-HRTimelineGroup
Bond & Devick Financial Network, Inc.8,237$285K0.09%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC7,896$274K0.16%new13F-HRTimeline
Creative Planningin group Creative Planning7,836$272K<0.01%new13F-HRTimelineGroup
National Wealth Management Group, LLC7,829$271K0.1%new13F-HRTimeline
Balboa Wealth Partners7,802$270K0.05%+70713F-HRTimeline
Concorde Asset Management, LLC7,649$266K0.11%13F-HRTimeline
Hartmann Taylor Wealth Management, LLC7,000$243K0.17%013F-HRTimeline
Atria Investments, Inc6,266$217K<0.01%new13F-HRTimeline
TCP Asset Management, LLC6,026$209K0.04%013F-HRTimeline
Synergy Financial Group, LTD5,885$204K0.14%new13F-HRTimeline
Visionary Wealth Advisors5,819$202K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,636$195K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,468$189K<0.01%-1,14713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,198$180K0.01%-62613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,193$145K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,167$144K<0.01%+1,64513F-HR/ATimelineGroup
Larson Financial Group LLC3,650$126K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,550$123K0.07%-4313F-HRTimeline
LANARK FINANCIAL, INC.3,507$122K0.01%+1,13913F-HRTimeline
Sunbelt Securities, Inc.2,300$79.7K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,238$77.5K0.02%+59013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,630$56K<0.01%+1113F-HRTimelineGroup
Advisory Services Network, LLC1,473$51K<0.01%-21,37713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,394$48.3K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.1,330$46.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,313$45.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,184$41K0.01%+48213F-HRTimeline
SITTNER & NELSON, LLC1,010$35K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.946$32.8K0.01%new13F-HRTimeline