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TBG Dividend Focus ETF

25 hedge funds and large institutions have $132M invested in TBG Dividend Focus ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $120M → $132M (+$11.9M)

0% more funds holding

Funds holding: 2525 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.15% less ownership

Funds ownership: 61.37%60.21% (-1.2%)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$78.4M +$2.49M +70,514 +3%
AWC
2
Abundance Wealth Counselors
Pennsylvania
$32.1M +$3.46M +97,845 +12%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.59M +$179K +5,056 +4%
EWA
4
EverSource Wealth Advisors
Alabama
$3.65M +$701K +19,837 +23%
SCA
5
Stokes Capital Advisors
South Carolina
$2.34M +$319K +9,033 +16%
BFS
6
Boyer Financial Services
California
$2.19M -$214K -6,043 -9%
IWP
7
Insight Wealth Partners
Texas
$2.11M +$227K +6,415 +12%
Stifel Financial
8
Stifel Financial
Missouri
$1.75M +$79.7K +2,254 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.47M -$11.8K -333 -0.8%
GWM
10
Geneos Wealth Management
Colorado
$565K +$333K +9,421 +139%
FWP
11
Forefront Wealth Partners
Texas
$541K +$549K +15,527 New
CLP
12
Charis Legacy Partners
Texas
$343K +$72.5K +2,049 +26%
Jane Street
13
Jane Street
New York
$283K -$76.3K -2,157 -21%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$274K +$601 +17 +0.2%
Citadel Advisors
15
Citadel Advisors
Florida
$273K +$277K +7,841 New
TCM
16
Traynor Capital Management
Pennsylvania
$246K +$32.4K +917 +15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$239K +$242K +6,848 New
KP
18
Keel Point
Alabama
$230K +$8.8K +249 +4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$207K -$28.6K -810 -12%
IA
20
Inspire Advisors
Idaho
$204K +$207K +5,848 New
TFG
21
Team Financial Group
California
$119K +$121K +3,425 New
CAL
22
Capital Advisors Ltd
Ohio
$45K +$7.39K +209 +19%
HNB
23
Hilltop National Bank
Wyoming
$13.8K
Morgan Stanley
24
Morgan Stanley
New York
$3.61K +$3.61K +102 +10,200%
SPIA
25
Steward Partners Investment Advisory
New York
$1.19K +$1.2K +34 New

TBG Hedge Fund Activity: Q1 2026 in Review

25 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q1 2026, worth a combined $132M — up 9.9% from $120M a quarter earlier.

Fund positioning in TBG was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was Abundance Wealth Counselors, adding an estimated $3.46M. The largest seller was GTS Securities, exiting entirely with an estimated $1.37M sold.

  • 25 institutional investors held TBG Dividend Focus ETF (TBG) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $132M of TBG Dividend Focus ETF stock for Q1 2026, up 9.9% quarter-over-quarter.
  • 6 funds opened new TBG Dividend Focus ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
  • The largest TBG Dividend Focus ETF buyer in Q1 2026 was Abundance Wealth Counselors, an estimated $3.46M added.
  • The largest TBG Dividend Focus ETF seller in Q1 2026 was GTS Securities, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2026.