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TBG Dividend Focus ETF
TBG

Overview Fund Activity

19 hedge funds and large institutions have $62M invested in TBG Dividend Focus ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
5
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$1.55M
2
Truist Financial
Truist Financial
North Carolina
+$1.25M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.25M
4
Goldman Sachs
Goldman Sachs
New York
+$939K
5
Stifel Financial
Stifel Financial
Missouri
+$843K

Top Sellers

1
GS
GTS Securities
New York
-$1.02M
2
UBS Group
UBS Group
Switzerland
-$97.9K
3
Osaic Holdings
Osaic Holdings
Arizona
-$53.7K
4
SIG
Spinnaker Investment Group
California
-$40.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$52.1M +$1.55M +47,412 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.36M +$357K +10,910 +35%
Stifel Financial
3
Stifel Financial
Missouri
$1.25M +$843K +25,740 +209%
Truist Financial
4
Truist Financial
North Carolina
$1.25M +$1.25M +38,033 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.25M +$1.25M +38,033 New
Goldman Sachs
6
Goldman Sachs
New York
$939K +$939K +28,665 New
EWA
7
EverSource Wealth Advisors
Alabama
$753K +$378K +11,536 +101%
SIG
8
Spinnaker Investment Group
California
$584K -$40.1K -1,224 -6%
IWP
9
Insight Wealth Partners
Texas
$438K +$438K +13,369 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$395K +$142K +4,351 +56%
Raymond James Financial
11
Raymond James Financial
Florida
$323K +$323K +9,870 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$301K +$301K +9,204 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$277K +$277K +8,448 New
Jane Street
14
Jane Street
New York
$239K +$239K +7,295 New
TCM
15
Traynor Capital Management
Pennsylvania
$207K +$207K +6,313 New
Citadel Advisors
16
Citadel Advisors
Florida
$204K +$204K +6,217 New
S
17
SignatureFD
Georgia
$101K – – –
Wells Fargo
18
Wells Fargo
California
$49.1K +$49.1K +1,500 New
CIAS
19
Capital Investment Advisory Services
North Carolina
$9.78K +$9.78K +299 New
GS
20
GTS Securities
New York
– -$1.02M -31,785 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– -$274K -8,297 Closed
UBS Group
22
UBS Group
Switzerland
– -$97.9K -3,064 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$53.7K -1,681 Closed