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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 International Investorsin group Capital International Investo…17,255,942$615M0.1%+140,76713F-HRTimelineGroup
LPL Financial LLC9,651,113$344M0.09%+1,929,51213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,471,370$338M+1,267,389Timeline
Advance Capital Management, Inc.5,373,945$192M8.12%+124,69213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,180,776$185M2.94%+461,10113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,159,257$148M0.05%+612,09013F-HRTimelineGroup
Cetera Investment Advisers3,221,615$115M0.13%+502,35513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,831,829$101M0.01%-765,30213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,755,585$98.2M0.02%+1,635,58413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,330,698$83.1M0.01%+238,82013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,116,422$75.4M0.1%+257,08713F-HRTimeline
Confluence Wealth Services, Inc.1,964,081$70M2.9%+233,74113F-HRTimeline
MML INVESTORS SERVICES, LLC1,516,279$54M0.13%+216,60213F-HRTimeline
Cambridge Investment Research Advisors,…1,330,503$47.4M0.13%+421,42013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,066,170$38M0.02%+365,69413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,008,301$35.9M0.05%+1,16013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC960,000$34.2M0.04%+910,44713F-HRTimelineGroup
UBS Group AGin group UBS Group AG930,806$33.2M0.01%+148,59613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO870,397$31M0.03%+311,28213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…832,693$29.7M0.02%+76,63413F-HR/ATimelineGroup
Private Advisor Group, LLC787,274$28.1M0.13%+228,12213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC764,106$27.2M3.73%+194,06613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC743,603$26.5M0.29%+145,23313F-HRTimelineGroup
Valmark Advisers, Inc.726,834$25.9M0.32%+128,92013F-HRTimeline
ROTHSCHILD INVESTMENT LLC596,092$21.2M1.17%+23,49513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP587,934$21M0.02%+62,22313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC564,722$20.1M0.04%+58,15413F-HRTimelineGroup
J. Derek Lewis & Associates Inc.563,341$20.1M4.7%13F-HRTimeline
Janney Montgomery Scott LLC528,373$18.8M0.04%+135,42413F-HRTimeline
&PARTNERS525,821$18.7M0.1%+221,87113F-HRTimeline
Vestmark Advisory Solutions, Inc.465,723$16.6M0.22%+20,66013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…436,170$15.5M0.18%+212,60713F-HRTimelineGroup
Onyx Bridge Wealth Group LLC414,523$14.8M1.57%+7,61713F-HRTimeline
Smartleaf Asset Management LLC385,494$13.8M0.52%+6,44313F-HRTimeline
RM Financial Services, LLC307,940$11M9.74%13F-HRTimeline
SWEENEY & MICHEL, LLC282,361$10.7M3.15%+1,05313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP287,433$10.2M0.01%+28,84613F-HRTimelineGroup
Boyer Financial Services, Inc.284,499$10.2M10.85%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…277,160$9.88M0.24%+10613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.264,744$9.44M0.19%+33,10813F-HRTimeline
Orion Porfolio Solutions, LLC259,424$9.25M0.07%+19,33813F-HRTimeline
NewEdge Advisors, LLC245,048$8.73M0.03%+192,78513F-HRTimeline
Integrated Wealth Concepts LLC222,119$7.92M0.09%+35,49913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS221,935$7.91M0.02%+15,06413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.217,760$7.76M0.09%+39,90113F-HRTimelineGroup
Swisher Financial Concepts, Inc.208,776$7.44M4.22%+13,03913F-HRTimeline
Entruity Wealth, LLC199,486$7.11M5.07%+14,73413F-HRTimeline
Merit Financial Group, LLC198,713$7.08M0.06%-28013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding182,858$6.52M+24,141Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…172,515$6.27M0.01%+31,52613F-HRTimeline
U.S. Capital Wealth Advisors, LLC173,022$6.17M0.16%+8,05913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.170,675$6.08M0.01%+5,70613F-HRTimelineGroup
Founders Financial Alliance, LLC165,761$5.91M1.12%+15,04813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.164,128$5.85M0.07%+47,67213F-HRTimelineGroup
BlueChip Wealth Advisors LLC159,068$5.67M2.38%+15,39413F-HRTimeline
Hopwood Nicholas Hunter151,644$5.4M1.76%13F-HRTimeline
Kingsview Wealth Management, LLC145,352$5.18M0.07%+40,08013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC143,578$5.12M0.3%+26,90113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC143,570$5.12M0.09%+11,12913F-HRTimelineGroup
RFG Advisory, LLC142,426$5.08M0.1%+97,61113F-HRTimeline
WealthCare Investment Partners, LLC140,125$5.04M1.47%+32613F-HRTimeline
D.A. DAVIDSON & CO.136,688$4.87M0.03%+9,04113F-HRTimeline
Bleakley Financial Group, LLC135,926$4.84M0.08%-26,39913F-HRTimeline
NavPoint Financial, Inc.133,607$4.76M2.04%+43,69113F-HRTimeline
CENTAURUS FINANCIAL, INC.129,970$4.63M0.21%+118,47213F-HRTimeline
LongView Wealth Management114,939$4.21M1.02%+16,44813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC117,105$4.17M0.06%+33,06113F-HRTimelineGroup
Steward Partners Investment Advisory, L…114,256$4.07M0.02%+31,83013F-HRTimeline
BNB Wealth Management, LLC113,467$4.04M2.61%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…105,734$3.77M0.05%+46,69413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\101,273$3.61M<0.01%+8,57213F-HRTimelineGroup
National Wealth Management Group, LLC99,428$3.54M1.23%+91,59913F-HRTimeline
Mayflower Financial Advisors, LLC91,019$3.24M0.39%+8,95513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…86,850$3.1M0.12%+24,29313F-HRTimelineGroup
DAVENPORT & Co LLC84,874$3.02M0.02%+32,25513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.84,394$3.01M0.02%+15,09813F-HRTimelineGroup
Betterment LLC83,711$2.98M0.01%+13,60513F-HRTimeline
Merited Wealth, LLC82,754$2.95M2.73%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC81,852$2.92M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC81,488$2.9M0.1%-110,62013F-HRTimeline
Jacobi Capital Management LLC79,646$2.84M0.16%+10,03613F-HRTimeline
Venture Visionary Partners LLC77,940$2.78M0.09%+46,83813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.77,623$2.77M0.79%+5,68113F-HRTimeline
COMERICA BANK75,210$2.68M0.01%+6,04213F-HRTimeline
Main Street Financial Solutions, LLC73,785$2.63M0.2%+41,81613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC68,498$2.44M1.11%+3,81713F-HRTimeline
Shira Ridge Wealth Management66,975$2.39M0.96%new13F-HRTimeline
Tempus Wealth Planning, LLC65,863$2.35M0.54%-1,06013F-HRTimeline
Sovran Advisors, LLC62,482$2.3M0.2%+1,55413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO56,797$2.02M0.03%+8,81213F-HRTimeline
Trueblood Wealth Management, LLC56,658$2.02M0.79%+7,29713F-HRTimeline
Gladstone Institutional Advisory LLC56,285$2.01M0.08%+9,03413F-HRTimeline
Nautilus Advisors LLC54,847$1.95M1.28%+1,60513F-HRTimeline
Gateway Wealth Partners, LLC54,334$1.94M0.22%+16,30213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,965$1.92M0.02%+5,47613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,830$1.88M<0.01%new13F-HRTimelineGroup
CWS Financial Advisors, LLC51,886$1.85M0.5%+4,35913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC51,427$1.83M0.03%+3,98513F-HRTimeline
World Investment Advisors47,687$1.7M0.03%+59413F-HR/ATimeline
Blueprint Investment Partners LLCgroup of 2 filers holding47,298$1.69M+8,040Timeline
Geneos Wealth Management Inc.47,087$1.68M0.04%+32,35513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…45,982$1.64M0.06%+1,02213F-HRTimeline
PFG Advisors45,156$1.61M0.08%+10,68913F-HRTimeline
VestGen Advisors, LLC43,784$1.56M0.07%-217,07413F-HRTimeline
Global Retirement Partners, LLC43,688$1.56M0.03%+33,54613F-HRTimeline
Koshinski Asset Management, Inc.43,653$1.56M0.1%-14,16413F-HRTimeline
LifeGoal Investments, LLC43,540$1.55M1.03%+2,45813F-HRTimeline
QTR Family Wealth, LLC39,629$1.49M0.66%+9,98713F-HRTimeline
SFG Wealth Management, LLC.40,648$1.45M0.57%-79913F-HRTimeline
Bare Financial Services, Inc40,424$1.44M0.4%+26,92413F-HRTimeline
MFA Wealth Services40,011$1.43M0.96%+4,38713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,796$1.38M<0.01%new13F-HRTimelineGroup
CLG LLC38,779$1.38M0.34%+12,45513F-HRTimeline
WEDBUSH SECURITIES INC37,456$1.33M0.04%+4,45013F-HRTimeline
Mutual Advisors, LLC36,530$1.3M0.03%+5,08013F-HRTimeline
Latitude Advisors, LLC36,338$1.3M0.57%+5,45513F-HRTimeline
J.W. COLE ADVISORS, INC.34,748$1.24M0.03%+15,47813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,602$1.23M0.03%+8,89313F-HRTimeline
HighTower Advisors, LLC33,105$1.18M<0.01%+5,76213F-HRTimeline
Mariner, LLCin group Mariner, LLC33,001$1.18M<0.01%+11,22813F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC34,276$1.17M0.47%+90213F-HRTimeline
Farther Finance Advisors, LLC32,691$1.17M0.01%+24,05613F-HRTimeline
Summit Financial, LLC31,652$1.13M0.02%+6,61913F-HRTimeline
Capital Investment Management, Inc.30,319$1.08M0.38%13F-HRTimeline
Sigma Planning Corp30,210$1.08M0.03%+65813F-HRTimeline
Patriot Financial Group Insurance Agenc…30,121$1.07M0.13%+17,64613F-HRTimeline
Simplicity Wealth,LLC29,827$1.06M0.06%-56613F-HRTimeline
Dynamic Advisor Solutions LLC29,733$1.06M0.03%-19,53813F-HRTimeline
Allworth Financial LP29,539$1.05M<0.01%+11,38013F-HRTimeline
A&I FINANCIAL SERVICES, LLC29,439$1.05M0.5%+95113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,400$1.05M<0.01%+15,80013F-HRTimeline
HighPoint Advisor Group LLC28,568$1.02M0.02%new13F-HRTimeline
Sanctuary Advisors, LLC27,648$985K0.01%+2,75613F-HRTimeline
Prospera Financial Services Inc26,399$941K0.02%+8,27313F-HRTimeline
Aspire Growth Partners LLC26,385$940K0.65%+21313F-HRTimeline
Qube Research & Technologies Ltd25,847$921K<0.01%+16,54913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,084$894K0.02%+4,97313F-HRTimelineGroup
ORG Partners LLC24,000$855K0.15%+6,50513F-HRTimeline
VICUS CAPITAL22,970$819K0.06%+4,81213F-HRTimeline
Security Financial Services, INC.22,571$804K0.13%+1,74013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,395$798K<0.01%+5,17513F-HRTimelineGroup
LRI Investments, LLC22,000$784K0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,846$779K<0.01%+17,65313F-HR/ATimelineGroup
Parsonex Advisory Services, Inc.21,769$776K0.49%+13,19113F-HRTimeline
Astoria Portfolio Advisors LLC.19,599$737K0.17%new13F-HRTimeline
Lincoln Capital LLC20,441$729K0.13%+3,42613F-HRTimeline
Ausdal Financial Partners, Inc.19,404$692K0.03%+9,10613F-HRTimeline
Blom & Howell Financial Planning, Inc.19,361$690K0.69%13F-HRTimeline
OneDigital Investment Advisors LLC18,694$666K0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC18,514$660K0.31%+4,16113F-HRTimeline
Synergy Investment Management, LLC18,385$655K0.23%+3,88513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.17,911$649K0.84%-1,80513F-HRTimeline
Signature Wealth Management Group18,080$644K0.26%013F-HRTimeline
Sowell Financial Services LLC17,938$639K0.02%-29,57913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments17,135$611K0.04%+1,33113F-HRTimelineGroup
GWN SECURITIES INC.16,925$603K0.12%+5,86813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,278$580K0.04%+10013F-HRTimeline
Westside Investment Management, Inc.16,025$571K0.09%+2513F-HRTimeline
Gutierrez Wealth Advisory, LLC15,934$568K0.36%+4,05813F-HRTimeline
Continuum Advisory, LLC15,902$567K0.06%+1,44013F-HRTimeline
Lodestone Wealth Management LLC15,453$551K0.22%+32713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,206$542K0.04%+1,77313F-HRTimeline
IHT Wealth Management, LLC15,202$542K0.01%+4,35513F-HRTimeline
M.E. ALLISON & CO., INC.15,084$538K0.37%+213F-HRTimeline
Advyzon Investment Management, LLC15,012$535K0.06%new13F-HRTimeline
Vantus Wealth LLC14,993$534K0.39%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,844$529K0.02%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD14,838$529K0.08%13F-HRTimeline
Compton Financial Group, LLC14,467$516K0.12%new13F-HRTimeline
Lantern Wealth Advisors, LLC14,348$511K0.27%+1,56713F-HRTimeline
Financial Council, LLC14,217$507K0.2%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,034$500K0.04%+3,47013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,787$491K0.01%+30713F-HRTimelineGroup
PRIVATE TRUST CO NA13,349$476K0.04%+1,22013F-HRTimeline
IFP Advisors, Inc13,129$468K0.01%+2,33513F-HRTimeline
Berger Financial Group, Inc12,951$462K0.03%+16413F-HRTimeline
Trinity Wealth Management, LLC11,950$426K0.16%+58913F-HRTimeline
Snowden Capital Advisors LLC11,690$417K0.01%+49313F-HRTimeline
VestGen Investment Management11,050$394K0.22%-513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,035$393K0.03%+49513F-HRTimeline
MSH Capital Advisors LLC10,308$367K0.08%+74813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,167$362K<0.01%new13F-HRTimelineGroup
Mesirow Financial Investment Management…10,127$361K0.01%-7,85513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,051$358K0.05%new13F-HRTimeline
Intrua Financial, LLC9,681$345K0.04%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,281$341K0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.9,352$333K0.03%-7,77913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,166$327K0.01%-3,64613F-HRTimelineGroup
Perigon Wealth Management, LLC9,047$322K0.01%new13F-HRTimeline
IFG Advisory, LLC8,618$307K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,571$305K<0.01%-12,37013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.8,521$304K0.09%+28413F-HRTimeline
Visionary Wealth Advisors8,472$302K0.01%+2,65313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,468$302K0.01%+6113F-HRTimelineGroup
GTS SECURITIES LLC8,153$291K0.01%-1,14713F-HRTimeline
Creative Planningin group Creative Planning8,107$289K<0.01%+27113F-HRTimelineGroup
Whelan Financial8,000$285K0.09%new13F-HRTimeline
Concorde Asset Management, LLC7,944$283K0.11%+29513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC7,896$281K0.15%013F-HRTimeline
Summit Investment Advisory Services, LLC7,839$279K0.11%new13F-HRTimeline