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Disclosery

CGDV CAPITAL GROUP DIVIDEND VALUE

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SHS CREAT UNIT (fund)

724 managers (735 13F filers) reported a position in CGDV shares at 2026-03-31, 509,764,411 shares in all. 74 filers opened a position and 37 filers sold out during the quarter.

Managers
724
13F filers
735
New
74
Added
433
Reduced
143
Sold out
37
Shares held by filers
509,764,411

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
Diversify Advisory Services, LLCgroup of 2 filers holding210,505$9.67M+96,143Timeline
FreeGulliver LLC225,185$9.58M4.04%+16,99413F-HRTimeline
Nicholson Meyer Capital Management, Inc.224,842$9.56M7.34%+19,62013F-HRTimeline
Boyer Financial Services, Inc.224,553$9.55M10.13%+10,96013F-HRTimeline
Dean, Jacobson Financial Services, LLC224,250$9.54M5.86%+40,07313F-HRTimeline
U.S. Capital Wealth Advisors, LLC219,164$9.32M0.23%+16,44013F-HRTimeline
CLG LLC216,540$9.21M2.29%-78,67713F-HRTimeline
Armor Investment Advisors, LLC215,348$9.16M3.3%+111,89713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC214,567$9.13M0.01%+86,41913F-HRTimelineGroup
Ball & Co Wealth Management Inc.210,052$8.94M7.48%-2,01813F-HRTimeline
Olistico Wealth, LLC209,288$8.9M4.39%+18,88713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…208,949$8.89M6.96%+3,94413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …205,451$8.74M0.5%+1,08013F-HRTimeline
NOVEM GROUP205,364$8.74M1%+12,90113F-HRTimeline
Cassady Wealth & Retirement Planning, L…186,190$8.64M4.47%+28,77313F-HRTimeline
Compton Financial Group, LLC202,591$8.62M1.9%+193,01713F-HRTimeline
Avior Wealth Management, LLC202,106$8.6M0.24%+152,53413F-HRTimeline
KINTRA WEALTH, LLC201,579$8.58M0.61%+46,97413F-HRTimeline
Richmond Investment Services, LLC195,085$8.3M1.34%-4,34313F-HRTimeline
EWA, LLC194,292$8.27M1.87%new13F-HRTimeline
PFG Advisors193,270$8.22M0.4%+20,23113F-HRTimeline
SITTNER & NELSON, LLC191,079$8.13M2.97%+19,96713F-HRTimeline
Secure Asset Management, LLC190,235$8.09M1.28%+5,14713F-HRTimeline
Farther Finance Advisors, LLC184,316$7.89M0.07%+97,69313F-HRTimeline
Prime Capital Investment Advisors, LLC183,897$7.82M0.09%+26,87613F-HRTimeline
OneDigital Investment Advisors LLC183,329$7.8M0.08%-1,00213F-HRTimeline
Koshinski Asset Management, Inc.177,932$7.57M0.47%-3,11413F-HRTimeline
Convergence Financial, LLC177,455$7.55M0.8%+27,16613F-HRTimeline
MGO ONE SEVEN LLC176,585$7.51M0.15%+7,89213F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC169,881$7.23M4.22%+4,43813F-HRTimeline
VICUS CAPITAL166,713$7.09M0.52%+17,80213F-HRTimeline
MTM FINANCIAL GROUP, LLC163,357$6.95M3.26%+3,07113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding161,430$6.87M+96,737Timeline
DAHRING | CUSMANO LLC160,620$6.83M4.2%new13F-HRTimeline
Blom & Howell Financial Planning, Inc.158,814$6.76M6.63%+16,91913F-HRTimeline
Riverview Capital Advisers, LLC158,014$6.72M2.24%+103,20113F-HRTimeline
Allworth Financial LP156,331$6.65M0.03%+1,67513F-HRTimeline
Aprio Wealth Management, LLC155,772$6.63M0.36%+6,28413F-HRTimeline
Ausdal Financial Partners, Inc.154,266$6.56M0.29%+12,43313F-HRTimeline
Accel Wealth Management153,788$6.54M1.71%+17,52213F-HRTimeline
Quantum Financial Planning Services, In…153,188$6.52M2.34%+10,13913F-HRTimeline
Future Financial Wealth Managment LLC143,384$6.51M4.19%+4,84513F-HRTimeline
Bill Few Associates, Inc.152,206$6.47M1.55%+19,75413F-HRTimeline
Perennial Investment Advisors, LLC152,081$6.47M0.52%+13,78613F-HRTimeline
Synergy Investment Management, LLC152,018$6.47M2.12%+1,26313F-HRTimeline
Investment Advisory Services Group LLC149,796$6.37M5.54%+72,45213F-HRTimeline
BNB Wealth Management, LLC149,755$6.37M4.09%+10,60113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.147,064$6.26M0.07%+32,06413F-HRTimelineGroup
Summit Financial, LLC145,085$6.19M0.08%+53,15813F-HRTimeline
Ashton Thomas Private Wealth, LLC144,819$6.16M0.15%+27,93213F-HRTimeline
Greenline Wealth Management LLC143,828$6.12M7.06%+4,78313F-HRTimeline
First Pacific Financial143,333$6.1M0.79%+12,97613F-HRTimeline
Pallas Capital Advisors LLC143,242$6.09M0.23%-22,83913F-HRTimeline
New England Capital Financial Advisors …142,805$6.07M1.66%+28,31913F-HRTimeline
Affiance Financial, LLC142,312$6.05M0.98%+22,60213F-HRTimeline
Smartleaf Asset Management LLC144,629$6M0.22%+10,42613F-HRTimeline
CGN Advisors LLC140,607$5.98M0.47%+3,45313F-HRTimeline
Scott Capital Advisors, LLC133,287$5.96M1.21%+16,50213F-HRTimeline
Harpswell Capital Advisors, LLC139,564$5.94M4.42%+50013F-HRTimeline
Cauble & Harre Wealth Management, Inc.125,012$5.94M4.73%-46,05313F-HRTimeline
M.E. ALLISON & CO., INC.139,259$5.93M3.93%+5,47713F-HRTimeline
Advisory Services Network, LLC137,889$5.87M0.08%+8,93413F-HRTimeline
Alliance Private Wealth, LLC137,529$5.85M2.1%+1,24613F-HRTimeline
Gladstone Institutional Advisory LLC136,403$5.8M0.21%+7,55213F-HRTimeline
Steffes Financial, Ltd.134,918$5.74M3.03%+1,87513F-HRTimeline
Mascagni Wealth Management, Inc.134,698$5.73M4.08%+8,98613F-HRTimeline
CHOREO, LLC133,818$5.71M0.07%-6,41313F-HRTimeline
Aurdan Capital Management, LLC134,112$5.71M1.71%-1,32613F-HRTimeline
Clear Creek Financial Management, LLC132,614$5.64M0.43%+21,78713F-HRTimeline
Balentine LLC131,411$5.59M0.23%013F-HRTimeline
Lodestone Wealth Management LLC130,786$5.56M2.2%+8,68313F-HR/ATimeline
Milestone Investment Advisors LLC130,506$5.55M1.34%+13,81913F-HRTimeline
Patriot Financial Group Insurance Agenc…130,038$5.53M0.31%+65,54313F-HRTimeline
Smallwood Wealth Investment Management,…129,995$5.53M2.91%+5,94113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC128,497$5.47M0.14%+26,00013F-HRTimelineGroup
J HAGAN CAPITAL, INC.128,372$5.46M2.95%+27,98113F-HRTimeline
Cornerstone Advisory, LLC126,876$5.4M0.51%new13F-HRTimeline
Bravera Wealth124,182$5.28M2.38%+19,48613F-HRTimeline
Delta Investment Management, LLC123,854$5.27M0.94%-54,16613F-HRTimeline
Gunpowder Capital Management, LLC dba O…123,085$5.24M3.97%+4,91413F-HRTimeline
Expressive Wealth LLC109,566$5.2M4.96%+20,35013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI121,570$5.17M2.6%+23,89513F-HRTimeline
IHT Wealth Management, LLC121,002$5.15M0.12%+18,20013F-HRTimeline
Bleakley Financial Group, LLC120,309$5.12M0.08%+10,04113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC120,178$5.11M0.24%+41,62713F-HRTimeline
RM Financial Services, LLC119,007$5.06M4.37%+12,59313F-HRTimeline
Aspire Growth Partners LLC118,118$5.02M3.45%+9,91813F-HRTimeline
Cornerstone Wealth Management, LLC117,412$4.99M0.25%+67,83013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management117,092$4.98M0.17%+18,01013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC115,807$4.93M0.04%+10,06213F-HRTimelineGroup
UPTICK PARTNERS, LLC115,601$4.92M0.98%+28,92213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…113,985$4.85M0.15%+4,41913F-HR/ATimelineGroup
Leo H. Evart, Inc.112,847$4.8M4.11%13F-HR/ATimeline
HBW ADVISORY SERVICES LLC112,309$4.78M0.5%+23,61713F-HRTimeline
BlackDiamond Wealth Management, LLC111,194$4.73M2.28%+3,06913F-HRTimeline
Focus Financial Network, Inc.110,775$4.72M0.17%+42,24613F-HRTimeline
BlueChip Wealth Advisors LLC110,710$4.71M2.07%-57,93313F-HRTimeline
CENTAURUS FINANCIAL, INC.110,137$4.68M0.22%+5,34413F-HRTimeline
Qube Research & Technologies Ltd108,129$4.6M0.01%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC107,578$4.58M2.96%+8,55513F-HRTimeline
Stonebridge Financial Group, LLC106,935$4.55M0.37%+18,25713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC106,079$4.51M0.55%+66413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC105,227$4.48M0.08%+3,32113F-HRTimeline
Fearless Solutions, LLC dba Best Invest104,320$4.44M2.68%+36213F-HRTimeline
Hopwood Nicholas Hunter103,196$4.39M1.4%+4,35713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC102,609$4.36M0.48%+41,51913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC100,837$4.29M0.32%+5,86413F-HRTimeline
Bulwark Capital Corp100,758$4.29M2.64%-3,85613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.100,488$4.29M1.23%+4,60313F-HRTimeline
Ethos Financial Group, LLC99,810$4.26M0.31%-21,99713F-HRTimeline
WEALTH ALLIANCE, LLC97,213$4.14M0.41%+54,96513F-HRTimeline
Kuhn & Co Investment Counsel95,758$4.07M2.62%+9,57613F-HRTimeline
WESPAC Advisors, LLC94,876$4.04M2.21%-7,67613F-HRTimeline
True Blue Financial, LLC94,481$4.02M3.17%+12,61913F-HRTimeline
Tribridge Partners Financial LLC90,607$3.87M1.6%-27213F-HRTimeline
Roehl & Yi Investment Advisors, LLC95,270$3.85M1.44%+7,83013F-HRTimeline
Owen LaRue, LLC89,016$3.79M1.45%+40013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC88,985$3.79M1.7%-36,79313F-HRTimeline
Latitude Advisors, LLC87,468$3.72M1.7%+11,49813F-HRTimeline
Capital Investment Advisors, LLC86,922$3.7M0.05%+6,58413F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP86,810$3.69M0.05%-10,70013F-HRTimeline
Dynamic Advisor Solutions LLC86,734$3.69M0.12%-2,08513F-HRTimeline
APS Management Group, Inc.86,532$3.68M3.15%+11,48913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC86,071$3.66M0.09%+6,16113F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC85,915$3.65M2.33%+8,91313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC85,573$3.64M1.15%+13,15913F-HRTimeline
Carson Advisory Inc.83,325$3.54M1.84%+1,44313F-HRTimeline
M Holdings Securities, Inc.74,846$3.51M0.24%+23,29113F-HRTimeline
WCG Wealth Advisors LLC82,406$3.51M0.1%+14,36313F-HRTimeline
Betterment LLC82,133$3.49M0.01%-23,65213F-HRTimeline
Sunbelt Securities, Inc.81,821$3.48M0.22%-42913F-HRTimeline
EQ WEALTH ADVISORS, LLC81,194$3.45M2.02%+19,00713F-HRTimeline
Strategic Blueprint, LLC81,188$3.45M0.2%+67713F-HRTimeline
Jacobi Capital Management LLC79,932$3.4M0.19%+2,81713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\79,853$3.4M<0.01%-17,77913F-HRTimelineGroup
Oxinas Partners, LLC79,113$3.37M1.54%+4,88213F-HRTimeline
A&I FINANCIAL SERVICES, LLC77,546$3.3M1.56%-1,59013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC77,192$3.28M0.69%+1,55813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC75,726$3.22M0.4%+50013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…73,827$3.16M0.22%-7,81013F-HRTimeline
StrongBox Wealth, LLC72,447$3.08M0.99%+8,75213F-HRTimeline
Elequin Capital, LP72,059$3.07M0.28%new13F-HRTimeline
Financial Council, LLC71,826$3.06M1.18%+14,85313F-HRTimeline
LANDAAS & CO /WI /ADV71,172$3.03M0.66%+4,26613F-HRTimeline
Cooper Financial Group70,664$3.01M0.3%-98113F-HRTimeline
Curtis Advisory Group, LLC70,215$2.99M0.64%+47,21513F-HRTimeline
Walkner Condon Financial Advisors LLC69,419$2.95M0.39%+22,38013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management68,189$2.9M0.03%+4,99213F-HRTimelineGroup
Arax Advisory Partners66,840$2.85M0.08%+58,11213F-HRTimeline
Transcendent Capital Group LLC66,688$2.84M1.29%-1,27413F-HRTimeline
Total Clarity Wealth Management, Inc.65,449$2.78M0.65%-1,19513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC65,244$2.78M0.21%+37313F-HRTimeline
Altus Wealth Group LLC64,112$2.73M1.12%+20,89213F-HRTimeline
ADVISORTRUST PARTNERS, LLC63,922$2.72M1.13%+5,01513F-HRTimeline
Clear Point Advisors Inc.63,447$2.7M2.1%-1,09713F-HRTimeline
Atlas Legacy Advisors, LLC63,252$2.69M0.49%+14,98913F-HRTimeline
Meridian Wealth Management, LLC62,118$2.64M0.09%-49413F-HRTimeline
Merited Wealth, LLC62,003$2.64M2.19%+14,56913F-HRTimeline
Selby Wealth Management, LLC61,974$2.64M1.04%+14,48113F-HRTimeline
Perigon Wealth Management, LLC61,947$2.64M0.05%+1,16713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC61,900$2.63M<0.01%-31,60013F-HRTimeline
Atria Investments, Inc60,932$2.59M0.03%-17,08613F-HRTimeline
CALTON & ASSOCIATES, INC.60,146$2.56M0.37%-8,44413F-HRTimeline
Investment Advisory Group, LLC59,929$2.55M0.65%+24,56513F-HRTimeline
LYNCH & ASSOCIATES/IN59,584$2.53M0.48%+17,37613F-HRTimeline
Keating Financial Advisory Services, In…59,336$2.52M0.41%+4,26213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.59,315$2.52M0.93%+24,94513F-HRTimeline
Strategic Family Wealth Counselors, L.L…58,102$2.47M0.65%+8,43513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC57,185$2.43M0.19%+5,99113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC57,122$2.43M0.24%-8,95613F-HRTimeline
Keystone Financial Group56,326$2.4M0.16%+11,95813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding54,455$2.32M+3,376Timeline
Orca Wealth Management, LLC52,384$2.23M1.59%-65913F-HRTimeline
Rubicon Advisors, GP52,301$2.22M1.94%+41,04413F-HRTimeline
Capital Investment Management, Inc.52,270$2.22M0.76%+5,14713F-HRTimeline
Herold Advisors, Inc.51,841$2.21M0.48%+85613F-HRTimeline
Astoria Portfolio Advisors LLC.47,677$2.2M0.47%+3,10513F-HRTimeline
Beta Wealth Group, Inc.51,185$2.18M0.9%-4,91913F-HRTimeline
Widmann Financial Services, Inc.51,086$2.17M1.29%+4,61013F-HRTimeline
Creative Planningin group Creative Planning50,905$2.17M<0.01%-1,41513F-HRTimelineGroup
Northwest Financial Advisors50,093$2.13M4.11%+6,06113F-HRTimeline
Parsonex Advisory Services, Inc.49,180$2.09M2.05%+7,46113F-HRTimeline
INTEGRITY ALLIANCE, LLC.49,166$2.09M0.08%-82,12913F-HRTimeline
PRIVATE TRUST CO NA48,624$2.07M0.18%+11,02313F-HRTimeline
High Net Worth Advisory Group LLC47,660$2.03M0.47%+5,30713F-HRTimeline
EVERPAR ADVISORS LLC47,054$2M0.69%-8,87613F-HRTimeline
Waverly Advisors, LLC46,230$1.97M0.01%+10,02913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO45,034$1.92M0.2%+3,26013F-HRTimeline
ZEGA Investments, LLC44,636$1.9M0.36%-1,31413F-HRTimeline
DMKC Advisory Services, LLC44,468$1.89M0.79%+6,75913F-HRTimeline
OakTrust Wealth Advisors, LLC44,401$1.89M1.72%+22,37213F-HRTimeline
Burford Brothers, Inc.44,269$1.88M0.77%+2,03913F-HRTimeline
Pines Wealth Management, LLC43,540$1.85M0.6%-3,05813F-HRTimeline
Medallion Wealth Advisors, LLC43,061$1.83M0.6%+7,61313F-HRTimeline
GWN SECURITIES INC.42,867$1.82M0.35%+7,00713F-HRTimeline
Lantz Financial LLC42,833$1.82M0.38%+8213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …42,786$1.82M0.1%-90513F-HRTimelineGroup
Saxony Capital Management, LLC42,716$1.82M1.05%+3,53213F-HRTimeline
Bridgewealth Advisory Group, LLC42,427$1.8M0.37%+4,65013F-HRTimeline
HB Wealth Management, LLC42,190$1.79M0.01%+6,43013F-HRTimeline