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Disclosery

CGDG CAPITAL GROUP DIVIDEND GROWE

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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
Capital International Investorsin group Capital International Investo…17,275,896$620M0.15%+19,95413F-HRTimelineGroup
LPL Financial LLC11,389,368$409M0.11%+1,738,25513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,947,838$393M+1,476,468Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,937,518$213M3.59%+756,74213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,099,401$183M0.06%+940,14413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,414,221$158M0.03%+1,658,63613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,047,217$145M0.01%+1,215,38813F-HRTimelineGroup
Cetera Investment Advisers3,870,449$139M0.15%+648,83413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,597,678$93.3M0.02%+266,98013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,331,996$83.7M0.12%+215,57413F-HRTimeline
Valmark Advisers, Inc.2,079,344$74.6M0.89%+1,352,51013F-HRTimeline
Confluence Wealth Services, Inc.2,056,892$73.8M2.86%+92,81113F-HRTimeline
Cambridge Investment Research Advisors,…1,587,222$57M0.15%+256,71913F-HRTimeline
MML INVESTORS SERVICES, LLC1,545,603$55.5M0.15%+29,32413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,551,074$54.5M0.03%+484,90413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,240,962$44.6M+310,156Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,238,840$44.5M0.05%+278,84013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,202,374$43.2M0.06%+194,07313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,188,191$42.7M0.04%+317,79413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC924,317$33.2M0.33%+180,71413F-HRTimelineGroup
Private Advisor Group, LLC826,492$29.7M0.14%+39,21813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…799,288$28.7M0.02%-33,40513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP790,074$28.4M0.03%+202,14013F-HRTimelineGroup
Janney Montgomery Scott LLC753,833$27.1M0.07%+225,46013F-HRTimeline
J. Derek Lewis & Associates Inc.676,165$24.3M5.47%+112,82413F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC660,932$23.7M1.24%+64,84013F-HRTimeline
&PARTNERS642,485$23.1M0.11%+116,66413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC625,780$22.5M0.05%+61,05813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.548,627$19.7M0.22%+82,90413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC451,318$16.2M0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC424,066$15.2M1.64%+9,54313F-HRTimeline
Smartleaf Asset Management LLC397,851$14M0.51%+12,35713F-HRTimeline
HARBOUR INVESTMENTS, INC.364,196$13.1M0.2%+99,45213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding351,630$12.6M+168,772Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…348,655$12.6M0.03%+176,14013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP345,917$12.4M0.02%+58,48413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…338,371$12.1M0.02%+285,54113F-HRTimelineGroup
NewEdge Advisors, LLC330,560$11.9M0.04%+85,51213F-HR/ATimeline
RM Financial Services, LLC307,640$11M9.52%-30013F-HRTimeline
Compton Financial Group, LLC299,323$10.7M2.37%+284,85613F-HRTimeline
Boyer Financial Services, Inc.297,169$10.7M11.31%+12,67013F-HRTimeline
SWEENEY & MICHEL, LLC286,127$10.7M3.13%+3,76613F-HRTimeline
Integrated Wealth Concepts LLC291,513$10.5M0.08%+69,39413F-HRTimeline
Orion Porfolio Solutions, LLC276,053$9.91M0.08%+16,62913F-HRTimeline
Gateway Wealth Partners, LLC270,074$9.7M0.38%+215,74013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.244,580$8.78M0.1%+26,82013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS232,082$8.33M0.01%+10,14713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…225,044$8.08M0.09%-211,12613F-HRTimelineGroup
Swisher Financial Concepts, Inc.222,399$7.98M4.47%+13,62313F-HRTimeline
Entruity Wealth, LLC216,837$7.78M5.28%+17,35113F-HRTimeline
Advance Capital Management, Inc.210,626$7.56M0.29%-5,163,31913F-HRTimeline
Kingsview Wealth Management, LLC206,457$7.41M0.1%+61,10513F-HRTimeline
Merit Financial Group, LLC201,990$7.25M0.05%+3,27713F-HRTimeline
U.S. Capital Wealth Advisors, LLC189,803$6.81M0.17%+16,78113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC187,357$6.73M0.11%+43,78713F-HRTimelineGroup
Founders Financial Alliance, LLC178,900$6.42M1.16%+13,13913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.176,078$6.32M0.07%+11,95013F-HRTimelineGroup
Steward Partners Investment Advisory, L…171,022$6.14M0.03%+56,76613F-HRTimeline
Hopwood Nicholas Hunter161,687$5.8M1.85%+10,04313F-HRTimeline
NavPoint Financial, Inc.161,369$5.79M2.34%+27,76213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC148,300$5.5M0.31%+4,72213F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.146,603$5.26M0.01%-24,07213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.144,929$5.17M0.03%+60,53513F-HRTimelineGroup
BlueChip Wealth Advisors LLC143,026$5.13M2.25%-16,04213F-HRTimeline
D.A. DAVIDSON & CO.139,407$5M0.03%+2,71913F-HRTimeline
WealthCare Investment Partners, LLC139,160$4.98M1.38%-96513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC135,000$4.85M0.07%+17,89513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…134,148$4.82M0.27%+104,02713F-HRTimeline
CENTAURUS FINANCIAL, INC.132,755$4.77M0.23%+2,78513F-HRTimeline
BNB Wealth Management, LLC122,655$4.4M2.83%+9,18813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED122,302$4.39M0.32%new13F-HRTimeline
Main Street Financial Solutions, LLC121,558$4.36M0.32%+47,77313F-HRTimeline
LongView Wealth Management116,955$4.36M1.1%+2,01613F-HRTimeline
Independent Advisor Alliance116,581$4.19M0.04%new13F-HRTimeline
Shira Ridge Wealth Management112,023$4.02M1.59%+45,04813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\110,107$3.95M<0.01%+8,83413F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding109,578$3.93M+14,982Timeline
National Wealth Management Group, LLC108,087$3.88M1.45%+8,65913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…106,143$3.81M0.05%+40913F-HRTimelineGroup
DAVENPORT & Co LLC102,398$3.68M0.02%+17,52413F-HRTimeline
World Investment Advisors95,298$3.42M0.06%+47,61113F-HRTimeline
Mayflower Financial Advisors, LLC93,353$3.35M0.41%+2,33413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90,734$3.26M0.13%+3,88413F-HRTimelineGroup
Arkadios Wealth Advisors89,871$3.23M0.05%new13F-HRTimeline
Merited Wealth, LLC88,108$3.16M2.62%+5,35413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…87,120$3.13M0.06%+62,03613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC86,922$3.12M<0.01%+5,07013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…86,491$3.11M0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC85,521$3.07M0.17%+5,87513F-HRTimeline
HighPoint Advisor Group LLC82,770$2.97M0.12%+54,20213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.81,789$2.95M0.85%+4,16613F-HRTimeline
Venture Visionary Partners LLC81,690$2.93M0.1%+3,75013F-HRTimeline
Bleakley Financial Group, LLC81,625$2.93M0.05%-54,30113F-HRTimeline
Betterment LLC75,490$2.71M0.01%-8,22113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC75,046$2.69M1.21%+6,54813F-HRTimeline
Tempus Wealth Planning, LLC66,145$2.37M0.55%+28213F-HRTimeline
MFA Wealth Services65,653$2.36M1.56%+25,64213F-HRTimeline
Sovran Advisors, LLC62,741$2.34M0.18%+25913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd61,948$2.22M0.03%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers61,770$2.22M<0.01%+22,97413F-HRTimelineGroup
Trueblood Wealth Management, LLC61,208$2.2M0.86%+4,55013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC59,274$2.13M0.02%+5,30913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO58,097$2.09M0.03%+1,30013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC57,337$2.06M0.04%+5,91013F-HRTimeline
Nautilus Advisors LLC55,569$1.99M1.37%+72213F-HRTimeline
Gladstone Institutional Advisory LLC55,081$1.98M0.07%-1,20413F-HRTimeline
Latitude Advisors, LLC53,638$1.93M0.88%+17,30013F-HRTimeline
CWS Financial Advisors, LLC53,031$1.9M0.49%+1,14513F-HRTimeline
Koshinski Asset Management, Inc.51,704$1.86M0.12%+8,05113F-HRTimeline
Geneos Wealth Management Inc.49,465$1.78M0.04%+2,37813F-HRTimeline
CLG LLC48,098$1.73M0.43%+9,31913F-HRTimeline
SFG Wealth Management, LLC.47,951$1.72M0.71%+7,30313F-HRTimeline
RFG Advisory, LLC47,879$1.72M0.03%-94,54713F-HRTimeline
PFG Advisors46,077$1.65M0.08%+92113F-HRTimeline
Mutual Advisors, LLC44,975$1.61M0.03%+8,44513F-HRTimeline
Allworth Financial LP44,316$1.59M0.01%+14,77713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC44,116$1.58M0.02%new13F-HRTimeline
LifeGoal Investments, LLC43,596$1.57M0.9%+5613F-HRTimeline
Prospera Financial Services Inc42,918$1.54M0.02%+16,51913F-HRTimeline
Bare Financial Services, Inc41,782$1.5M0.4%+1,35813F-HRTimeline
QTR Family Wealth, LLC39,502$1.47M0.61%-12713F-HRTimeline
Sigma Planning Corp40,763$1.47M0.04%+10,55313F-HRTimeline
HighTower Advisors, LLC39,598$1.42M<0.01%+6,49313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…37,584$1.35M0.04%-8,39813F-HRTimeline
WEDBUSH SECURITIES INC36,987$1.33M0.04%-46913F-HRTimeline
Mariner, LLCin group Mariner, LLC36,689$1.32M<0.01%+3,68813F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC36,147$1.24M0.47%+1,87113F-HRTimeline
Capital Investment Management, Inc.34,253$1.23M0.42%+3,93413F-HRTimeline
Simplicity Wealth,LLC33,113$1.19M0.07%+3,28613F-HRTimeline
Aspire Growth Partners LLC32,026$1.15M0.79%+5,64113F-HRTimeline
Sanctuary Advisors, LLC31,907$1.15M0.01%+4,25913F-HRTimeline
Summit Financial, LLC31,775$1.15M0.01%+12313F-HRTimeline
A&I FINANCIAL SERVICES, LLC30,998$1.11M0.53%+1,55913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,987$1.11M0.02%-3,61513F-HR/ATimeline
Lantern Wealth Advisors, LLC30,837$1.11M0.57%+16,48913F-HRTimeline
Dynamic Advisor Solutions LLC30,078$1.08M0.03%+34513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…29,045$1.05M0.09%+15,01113F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD28,365$1.02M0.15%+13,52713F-HR/ATimeline
VICUS CAPITAL27,735$996K0.07%+4,76513F-HRTimeline
Security Financial Services, INC.25,691$922K0.15%+3,12013F-HRTimeline
Astoria Portfolio Advisors LLC.24,824$915K0.2%+5,22513F-HRTimeline
Blom & Howell Financial Planning, Inc.25,107$901K0.88%+5,74613F-HRTimeline
Ausdal Financial Partners, Inc.24,863$893K0.04%+5,45913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,620$869K<0.01%+19,01613F-HR/ATimelineGroup
Advyzon Investment Management, LLC23,084$829K0.07%+8,07213F-HRTimeline
WealthSpring Partners, LLC22,902$822K0.75%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,635$813K<0.01%+78913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,395$804K<0.01%013F-HRTimelineGroup
Lincoln Capital LLC22,446$804K0.15%+2,00513F-HRTimeline
GWN SECURITIES INC.22,389$804K0.15%+5,46413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,996$790K0.02%+8,20913F-HRTimelineGroup
Farther Finance Advisors, LLC21,851$788K0.01%-10,84013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,423$751K+11,142Timeline
M.E. ALLISON & CO., INC.20,904$750K0.5%+5,82013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,609$739K0.02%+12,77413F-HRTimelineGroup
Financial Council, LLC20,350$731K0.28%+6,13313F-HRTimeline
Westside Investment Management, Inc.19,290$693K0.11%+3,26513F-HRTimeline
Gutierrez Wealth Advisory, LLC19,064$684K0.43%+3,13013F-HRTimeline
Atria Investments, Inc18,923$679K0.01%+12,02713F-HRTimeline
January Capital Advisors LLC18,728$672K0.91%13F-HRTimeline
PRIVATE TRUST CO NA18,677$671K0.06%+5,32813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC18,489$664K0.02%+3,64513F-HRTimeline
Junk Investment Group, LLC18,454$662K0.35%13F-HRTimeline
Synergy Investment Management, LLC18,385$660K0.22%013F-HRTimeline
Mesirow Financial Investment Management…18,115$650K0.01%+7,98813F-HRTimeline
KINTRA WEALTH, LLC18,086$649K0.05%new13F-HRTimeline
OneDigital Investment Advisors LLC18,006$646K0.01%-68813F-HRTimeline
Sowell Financial Services LLC17,858$641K0.02%-8013F-HRTimeline
VestGen Advisors, LLC17,039$635K0.02%-26,74513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC17,470$627K0.36%-1,04413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments17,452$627K0.04%+31713F-HRTimelineGroup
Signature Wealth Management Group17,392$624K0.24%-68813F-HRTimeline
Snowden Capital Advisors LLC16,383$590K0.02%+4,69313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,200$582K<0.01%-13,20013F-HRTimeline
Lodestone Wealth Management LLC15,551$558K0.22%+9813F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,413$553K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC15,298$549K0.05%-60413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,161$547K0.04%-4513F-HRTimeline
Regal Investment Advisors LLC14,638$526K0.03%+7,05113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,586$524K<0.01%+6,01513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC14,585$524K0.02%new13F-HRTimeline
IHT Wealth Management, LLC14,581$523K0.01%-62113F-HRTimeline
IFP Advisors, Inc14,304$514K0.01%+1,17513F-HRTimeline
Intrua Financial, LLC14,244$511K0.05%+4,56313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…13,390$482K0.06%new13F-HRTimeline
Berger Financial Group, Inc13,161$472K0.03%+21013F-HRTimeline
Trinity Wealth Management, LLC13,132$471K0.17%+1,18213F-HRTimeline
First Heartland Consultants, Inc.12,888$463K0.04%+3,53613F-HRTimeline
Parsonex Advisory Services, Inc.12,848$461K0.45%-8,92113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,310$442K0.01%-264,85013F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.11,298$421K0.4%-6,61313F-HRTimeline
AE Wealth Management LLC11,413$410K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC11,154$400K0.01%+2,10713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,147$400K0.04%+1,09613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,075$398K0.03%+4013F-HRTimeline
Visionary Wealth Advisors10,917$392K0.02%+2,44513F-HRTimeline
SITTNER & NELSON, LLC10,744$386K0.14%+9,73413F-HRTimeline
VestGen Investment Management10,520$378K0.21%-53013F-HRTimeline
Beacon Financial Advisory LLC10,408$374K0.08%new13F-HRTimeline
MSH Capital Advisors LLC10,307$370K0.08%-113F-HRTimeline