CGDG CAPITAL GROUP DIVIDEND GROWE
FollowSHS ETF (fund)
Filings received so far for Q3 2026: 16 13F filers report a position in CGDG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Shira Ridge Wealth Management | 131,588 | $4.87M | 1.69% | +12,422 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 125,869 | $4.66M | 0.12% | +13,943 | 13F-HRTimeline |
| Nautilus Advisors LLC | 54,230 | $2.01M | 1.21% | -1,600 | 13F-HRTimeline |
| LifeGoal Investments, LLC | 40,542 | $1.5M | 0.46% | -241 | 13F-HRTimeline |
| Lincoln Capital LLC | 38,438 | $1.42M | 0.25% | +3,937 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 30,315 | $1.12M | 0.3% | +4,095 | 13F-HRTimeline |
| M.E. ALLISON & CO., INC. | 27,368 | $1.01M | 0.57% | +3 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 25,772 | $954K | 0.01% | -19,552 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 20,091 | $744K | 0.05% | +6,209 | 13F-HRTimeline |
| PUFF WEALTH MANAGEMENT, LLC | 15,831 | $586K | 0.55% | +2,546 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 9,492 | $352K | 0.02% | -1,155 | 13F-HRTimeline |
| Harpswell Capital Advisors, LLC | 7,000 | $259K | 0.17% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 3,178 | $118K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1,115 | $41.3K | <0.01% | +367 | 13F-HRTimeline |
| CX Institutional | 634 | $23K | <0.01% | -1,103 | 13F-HRTimeline |
| Trust Co | 30 | $1.11K | <0.01% | 0 | 13F-HRTimeline |