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TBG Dividend Focus ETF

22 hedge funds and large institutions have $75.3M invested in TBG Dividend Focus ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$56M 1,738,748 +148,599 +9%
AWC
2
Abundance Wealth Counselors
Pennsylvania
$7.87M 244,559 +244,559 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.74M 116,153 +104,091 +863%
SCA
4
Stokes Capital Advisors
South Carolina
$1.52M 47,214 +47,214 New
Stifel Financial
5
Stifel Financial
Missouri
$1.43M 44,585 +6,530 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.36M 42,171 +528 +1%
EWA
7
EverSource Wealth Advisors
Alabama
$1.23M 38,076 +15,081 +66%
IWP
8
Insight Wealth Partners
Texas
$624K 19,398 +6,029 +45%
GS
9
GTS Securities
New York
$321K 9,967 +9,967 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$272K 8,448
VCM
11
Vivaldi Capital Management
Illinois
$255K 7,935 +7,935 New
TCM
12
Traynor Capital Management
Pennsylvania
$207K 6,350 +37 +0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$206K 6,388 -31,645 -83%
S
14
SignatureFD
Georgia
$99K 3,075
Raymond James Financial
15
Raymond James Financial
Florida
$86.3K 2,682 -7,188 -73%
Wells Fargo
16
Wells Fargo
California
$48.3K 1,500
Morgan Stanley
17
Morgan Stanley
New York
$34.8K 1,081 +1,081 New
CAL
18
Capital Advisors Ltd
Ohio
$15K 479 +479 New
AAS
19
Ameritas Advisory Services
Nebraska
$14.6K 453 +453 New
HNB
20
Hilltop National Bank
Wyoming
$12.7K 396 +396 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$9.68K 301 +2 +0.7%
GWM
22
Geneos Wealth Management
Colorado
$4.99K 155 +155 New
Truist Financial
23
Truist Financial
North Carolina
-38,033 Closed
Goldman Sachs
24
Goldman Sachs
New York
-28,665 Closed
SIG
25
Spinnaker Investment Group
California
-17,847 Closed