HighTower Advisors
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HighTower Advisors’s TBG Dividend Focus ETF TBG Stock Holding History

HighTower Advisors’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78.4M Buy
2,250,319
+70,514
+3% +$2.49M 0.08% 234
2025
Q4 		$72.8M Buy
2,179,805
+57,340
+3% +$1.91M 0.08% 247
2025
Q3 		$70.2M Buy
2,122,465
+383,717
+22% +$12.7M 0.08% 249
2025
Q2 		$56M Buy
1,738,748
+148,599
+9% +$4.65M 0.07% 290
2025
Q1 		$52.1M Buy
1,590,149
+47,412
+3% +$1.56M 0.07% 285
2024
Q4 		$49.3M Buy
1,542,737
+46,959
+3% +$1.53M 0.07% 289
2024
Q3 		$47.7M Buy
1,495,778
+33,366
+2% +$1.02M 0.07% 288
2024
Q2 		$42.2M Buy
1,462,412
+103,246
+8% +$2.97M 0.07% 301
2024
Q1 		$40.1M Buy
1,359,166
+46,267
+4% +$1.3M 0.07% 302
2023
Q4 		$35.7M Buy
+1,312,899
New +$34.2M 0.06% 315

Other funds holding TBG

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return

HighTower Advisors's TBG Position: Q1 2026 in Review

HighTower Advisors increased its TBG Dividend Focus ETF (TBG) stake by 3.2% in Q1 2026, buying an estimated $2.49M and bringing the position to 2,250,319 shares worth $78.4M. The position accounts for 0.08% of the portfolio, ranked #234.

HighTower Advisors first reported a position in TBG in Q4 2023 and has held it in 10 quarters since. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

  • HighTower Advisors held 2,250,319 shares of TBG Dividend Focus ETF worth $78.4M as of Q1 2026.
  • HighTower Advisors bought 70,514 TBG Dividend Focus ETF shares in Q1 2026, an estimated $2.49M.
  • TBG Dividend Focus ETF made up 0.08% of HighTower Advisors's portfolio in Q1 2026, its #234 holding.
  • HighTower Advisors first reported a position in TBG Dividend Focus ETF in Q4 2023 and has held it in 10 quarters since.
  • 25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.