CAP GRP DIV GROWERS ETF

$CGDG
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Smart money positioned

6 of the Top-200 alpha managers hold $CGDG as of the latest 13F snapshot.

13F holders
255
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$CGDG is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.56%, with an average of 0.43% of portfolio. Largest holder: MFA Wealth Services at 1.56%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
MFA Wealth Services
1.56% NEW
α +16.2pts
02
Endeavor Private Wealth, Inc.
0.85% held
α +13.5pts
03
Venture Visionary Partners LLC
0.10% held
α +10.3pts
04
Principal Securities, Inc.
0.07% held
α +21.3pts
05
RFG Advisory, LLC
0.03% held
α +16.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 255 · Source: 13F-HR
01
Litman Gregory Wealth Management LLC
0.15% of portfolio
34,551,792 sh
02
Taconic Capital Advisors LP
0.11% of portfolio
11,389,368 sh
03
Marquette Asset Management, LLC
0.10% of portfolio
10,760,802 sh
04
State Farm Mutual Automobile Insurance Co.
0.03% of portfolio
10,160,115 sh
05
Round Rock Advisors LLC
3.59% of portfolio
5,937,518 sh
06
FengHe Fund Management Pte. Ltd.
0.15% of portfolio
3,870,449 sh
07
Sheaff Brock Investment Advisors, LLC
0.06% of portfolio
3,575,636 sh
08
Ryan Investment Management, Inc.
0.12% of portfolio
2,331,996 sh
09
EdgeRock Capital LLC
2.86% of portfolio
2,056,892 sh
10
Jaffetilchin Investment Partners, LLC
0.15% of portfolio
1,587,222 sh
See all 255 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CGDG in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CGDG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:04 UTC.