TBG DIVIDEND FOCUS ETF TBG
$37.32
+1.8% 52w: $30.78 – $37.32
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data30.7834.0537.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
25
+0 QoQ
13F value
$132.2M
+9.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TBG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 2.3M | $78.4M | 0.1% | +3.2% |
| Abundance Wealth Counselors | Wealth advisor | 920.9K | $32.1M | 4.6% | +11.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 131.7K | $4.6M | 0.0% | +4.0% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 104.7K | $3.6M | 0.1% | +23.4% |
| Stokes Capital Advisors, LLC | Other | 67.1K | $2.3M | 0.5% | +15.5% |
| Boyer Financial Services, Inc. | Wealth advisor | 62.8K | $2.2M | 2.3% | -8.8% |
| Insight Wealth Partners, LLC | Wealth advisor | 60.5K | $2.1M | 0.9% | +11.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 50.3K | $1.8M | 0.0% | +4.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 42.1K | $1.5M | 0.0% | -0.8% |
| Geneos Wealth Management Inc. | Wealth advisor | 16.2K | $565K | 0.0% | +138.9% |
| Forefront Wealth Partners, LLC | Wealth advisor | 15.5K | $541K | 0.2% | New |
| Charis Legacy Partners, LLC | Wealth advisor | 9.9K | $343K | 0.5% | +26.3% |
| JANE STREET GROUP, LLC | Market maker | 8.1K | $283K | 0.0% | -21.0% |
| Cetera Investment Advisers | Wealth advisor | 7.9K | $274K | 0.0% | +0.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 7.8K | $273K | 0.0% | New |
| Traynor Capital Management, Inc. | Other | 7.1K | $246K | 0.0% | +14.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.8K | $239K | 0.0% | New |
| Keel Point, LLC | Wealth advisor | 6.6K | $230K | 0.0% | +3.9% |
| CWM, LLC | Wealth advisor | 5.9K | $207K | 0.0% | -12.0% |
| Inspire Advisors, LLC | Wealth advisor | 5.8K | $204K | 0.0% | New |
| Team Financial Group, LLC | Wealth advisor | 3.4K | $119K | 0.1% | New |
| Capital Advisors, Ltd. LLC | Wealth advisor | 1.3K | $45K | 0.0% | +19.3% |
| Hilltop National Bank | Other | 396 | $14K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 103 | $4K | 0.0% | +10200.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 34 | $1K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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