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TBG Dividend Focus ETF (TBG) Institutional Ownership

$37.32 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for TBG Dividend Focus ETF (NYSEARCA:TBG)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$59.80M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.37M
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TBG Institutional Buying and Selling by Quarter

TBG Dividend Focus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026EverSource Wealth Advisors LLC104,681$3.65M0.1%+23.4%1.651%
5/5/2026Geneos Wealth Management Inc.16,204$565K0.0%+138.9%0.256%
5/4/2026Team Financial Group LLC3,425$119K0.1%N/A0.054%
4/21/2026Stokes Capital Advisors LLC67,138$2.34M0.5%+15.5%1.049%
2/17/2026Cetera Investment Advisers7,841$262K0.0%-6.3%0.130%
2/17/2026Royal Bank of Canada740$25K0.0%N/A0.012%
2/13/2026Stifel Financial Corp48,034$1.60M0.0%-4.4%0.798%
2/13/2026Wells Fargo & Company MN750$25K0.0%-50.0%0.012%
2/12/2026Jane Street Group LLC10,279$343K0.0%N/A0.171%
2/12/2026Commonwealth Equity Services LLC42,430$1.42M0.0%+5.8%0.705%
2/6/2026EverSource Wealth Advisors LLC84,844$2.83M0.1%+31.5%1.409%
2/6/2026HighTower Advisors LLC2,179,805$72.78M0.1%+2.7%36.209%
1/30/2026Boyer Financial Services Inc.68,831$2.31M2.4%N/A1.143%
1/28/2026Geneos Wealth Management Inc.6,783$226K0.0%+39.7%0.113%
1/26/2026CWM LLC6,734$225K0.0%+47.7%0.105%
1/26/2026Abundance Wealth Counselors823,095$27.48M4.6%+221.3%12.781%
1/12/2026Stokes Capital Advisors LLC58,105$1.94M0.4%+22.0%0.960%
1/8/2026Charis Legacy Partners LLC7,804$261K0.4%N/A0.131%
12/16/2025Keel Point LLC6,290$208K0.0%N/A0.119%
11/17/2025Susquehanna International Group LLP10,300$341K0.0%N/A0.195%
11/10/2025EverSource Wealth Advisors LLC64,542$2.13M0.1%+69.5%1.220%
11/7/2025HighTower Advisors LLC2,122,465$70.19M0.1%+22.1%40.122%
11/6/2025Plan A Wealth LLC7,339$243K0.1%N/A0.139%
11/5/2025Envestnet Asset Management Inc.7,342$243K0.0%+14.9%0.140%
10/31/2025OneAscent Wealth Management LLC109,287$3.61M1.2%N/A2.090%
10/31/2025OneAscent Financial Services LLC88,299$2.92M0.3%N/A1.688%
10/31/2025OneAscent Family Office LLC11,347$375K0.3%N/A0.217%
10/22/2025Abundance Wealth Counselors256,183$8.47M1.5%+4.8%4.917%
10/22/2025OneAscent Financial Services LLC28,847$954K0.1%N/A0.554%
10/22/2025Geneos Wealth Management Inc.4,855$161K0.0%+3,032.3%0.093%
10/15/2025CWM LLC4,559$151K0.0%N/A0.088%
10/9/2025Stokes Capital Advisors LLC47,623$1.58M0.4%+0.9%0.879%
9/4/2025Osaic Holdings Inc.1,689$54K0.0%N/A0.034%
8/14/2025Raymond James Financial Inc.2,682$86K0.0%-72.8%0.055%
8/14/2025Vivaldi Capital Management LP7,935$255K0.0%N/A0.162%
8/13/2025EverSource Wealth Advisors LLC38,076$1.23M0.1%+65.6%0.775%
8/1/2025Envestnet Asset Management Inc.6,388$206K0.0%-83.2%0.130%
7/31/2025Insight Wealth Partners LLC19,398$624K0.2%+45.1%0.395%
7/21/2025Abundance Wealth Counselors244,559$7.87M1.5%N/A4.981%
7/9/2025Stokes Capital Advisors LLC47,214$1.52M0.4%N/A1.031%
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6/27/2025Goldman Sachs Group Inc.28,665$939K0.0%N/A0.637%
5/19/2025Jane Street Group LLC7,295$239K0.0%N/A0.183%
5/16/2025Goldman Sachs Group Inc.28,665$939K0.0%N/A0.720%
5/15/2025Insight Wealth Partners LLC13,369$438K0.1%N/A0.336%
5/13/2025EverSource Wealth Advisors LLC22,995$753K0.0%+100.7%0.578%
5/13/2025HighTower Advisors LLC1,590,149$52.07M0.1%+3.1%39.953%
5/6/2025Cetera Investment Advisers8,448$277K0.0%N/A0.212%
4/29/2025Envestnet Asset Management Inc.38,033$1.25M0.0%N/A0.975%
4/22/2025Spinnaker Investment Group LLC17,847$584K0.1%-6.4%0.458%
4/22/2025Cambridge Investment Research Advisors Inc.12,062$395K0.0%+56.4%0.309%
2/18/2025GTS Securities LLC31,785$1.02M0.0%+8.5%1.514%
2/14/2025Stifel Financial Corp12,315$394K0.0%N/A0.586%
2/14/2025Concourse Financial Group Securities Inc.8,297$274K0.0%+40.4%0.395%
2/10/2025Signaturefd LLC3,075$98K0.0%+80.9%0.146%
2/10/2025Commonwealth Equity Services LLC30,733$982K0.0%+36.9%1.463%
2/10/2025EverSource Wealth Advisors LLC11,459$366K0.0%+21.9%0.546%
2/7/2025HighTower Advisors LLC1,542,737$49.30M0.1%+3.1%73.464%
1/17/2025Spinnaker Investment Group LLC19,071$609K0.1%+124.3%0.908%
11/15/2024HighTower Advisors LLC1,495,778$47.74M0.1%+2.3%71.228%
11/6/2024Spinnaker Investment Group LLC8,502$271K0.1%N/A0.405%
10/22/2024Signaturefd LLC1,700$54K0.0%N/A0.081%
10/10/2024Concourse Financial Group Securities Inc.5,908$189K0.0%+160.5%0.281%
8/14/2024EverSource Wealth Advisors LLC6,770$205K0.0%+60.6%0.322%
7/23/2024Concourse Financial Group Securities Inc.2,268$66K0.0%+516.3%0.108%
6/11/2024EverSource Wealth Advisors LLC4,216$119K0.0%N/A0.201%
4/5/2024CWM LLC23,602$697K0.0%+607.3%0.000%


TBG Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of TBG Dividend Focus ETF. The most heavily invested institutionals were HighTower Advisors LLC ($72.78M), Abundance Wealth Counselors ($27.48M), EverSource Wealth Advisors LLC ($3.65M), OneAscent Wealth Management LLC ($3.61M), OneAscent Financial Services LLC ($2.92M), Stokes Capital Advisors LLC ($2.34M), and Boyer Financial Services Inc. ($2.31M).Learn more on TBG Dividend Focus ETF's institutional investors.

Of the 30 institutional investors that purchased TBG Dividend Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Abundance Wealth Counselors ($823.10K), HighTower Advisors LLC ($568.79K), OneAscent Financial Services LLC ($117.15K), OneAscent Wealth Management LLC ($109.29K), EverSource Wealth Advisors LLC ($97.83K), Boyer Financial Services Inc. ($68.83K), and Stokes Capital Advisors LLC ($67.14K).

Institutional investors have bought a total of 1,807,464 shares in the last 24 months. This purchase volume represents approximately $59.80M in transactions.

The following institutional investors have sold TBG Dividend Focus ETF stock in the last 24 months: Envestnet Asset Management Inc. ($31.65K), Raymond James Financial Inc. ($7.19K), Stifel Financial Corp ($2.23K), Wells Fargo & Company MN ($750.00), and Cetera Investment Advisers ($527.00).

Institutional investors have sold a total of 42,336 shares in the last 24 months. This volume of shares sold represents approximately $1.37M in transactions.


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This page (NYSEARCA:TBG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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