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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$56M +$4.78M +148,599 +9%
AWC
2
Abundance Wealth Counselors
Pennsylvania
$7.87M +$7.87M +244,559 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.74M +$3.35M +104,091 +863%
SCA
4
Stokes Capital Advisors
South Carolina
$1.52M +$1.52M +47,214 New
Stifel Financial
5
Stifel Financial
Missouri
$1.43M +$210K +6,530 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.36M +$17K +528 +1%
EWA
7
EverSource Wealth Advisors
Alabama
$1.23M +$485K +15,081 +66%
IWP
8
Insight Wealth Partners
Texas
$624K +$194K +6,029 +45%
GS
9
GTS Securities
New York
$321K +$321K +9,967 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$272K
VCM
11
Vivaldi Capital Management
Illinois
$255K +$255K +7,935 New
TCM
12
Traynor Capital Management
Pennsylvania
$207K +$1.21K +37 +0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$206K -$1.02M -31,645 -83%
S
14
SignatureFD
Georgia
$99K
Raymond James Financial
15
Raymond James Financial
Florida
$86.3K -$231K -7,188 -73%
Wells Fargo
16
Wells Fargo
California
$48.3K
Morgan Stanley
17
Morgan Stanley
New York
$34.8K +$34.8K +1,081 New
CAL
18
Capital Advisors Ltd
Ohio
$15K +$15K +479 New
AAS
19
Ameritas Advisory Services
Nebraska
$14.6K +$14.6K +453 New
HNB
20
Hilltop National Bank
Wyoming
$12.7K +$12.7K +396 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$9.68K +$64 +2 +0.7%
GWM
22
Geneos Wealth Management
Colorado
$4.99K +$4.99K +155 New
Truist Financial
23
Truist Financial
North Carolina
-$1.25M -38,033 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$939K -28,665 Closed
SIG
25
Spinnaker Investment Group
California
-$584K -17,847 Closed