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TBG Dividend Focus ETF (TBG) Institutional Ownership

$33.59 -0.21 (-0.62%)
Closing price 09/12/2025 04:10 PM Eastern
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$33.58 -0.01 (-0.01%)
As of 09/12/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for TBG Dividend Focus ETF (NYSEARCA:TBG)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$20.80M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.29M
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TBG Institutional Buying and Selling by Quarter

TBG Dividend Focus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.1,689$54K0.0%N/A0.034%
8/14/2025 Raymond James Financial Inc.2,682$86K0.0%-72.8%0.055%
8/14/2025 Vivaldi Capital Management LP7,935$255K0.0%N/A0.162%
8/13/2025 EverSource Wealth Advisors LLC38,076$1.23M0.1%+65.6%0.775%
8/1/2025 Envestnet Asset Management Inc.6,388$206K0.0%-83.2%0.130%
7/31/2025 Insight Wealth Partners LLC19,398$624K0.2%+45.1%0.395%
7/21/2025 Abundance Wealth Counselors244,559$7.87M1.5%N/A4.981%
7/9/2025 Stokes Capital Advisors LLC47,214$1.52M0.4%N/A1.031%
6/27/2025 Goldman Sachs Group Inc.28,665$939K0.0%N/A0.637%
5/19/2025Jane Street Group LLC7,295$239K0.0%N/A0.183%
5/16/2025Goldman Sachs Group Inc.28,665$939K0.0%N/A0.720%
5/15/2025Insight Wealth Partners LLC13,369$438K0.1%N/A0.336%
5/13/2025EverSource Wealth Advisors LLC22,995$753K0.0%+100.7%0.578%
5/13/2025HighTower Advisors LLC1,590,149$52.07M0.1%+3.1%39.953%
5/6/2025Cetera Investment Advisers8,448$277K0.0%N/A0.212%
4/29/2025Envestnet Asset Management Inc.38,033$1.25M0.0%N/A0.975%
4/22/2025Spinnaker Investment Group LLC17,847$584K0.1%-6.4%0.458%
4/22/2025Cambridge Investment Research Advisors Inc.12,062$395K0.0%+56.4%0.309%
2/18/2025GTS Securities LLC31,785$1.02M0.0%+8.5%1.514%
2/14/2025Stifel Financial Corp12,315$394K0.0%N/A0.586%
2/14/2025Concourse Financial Group Securities Inc.8,297$274K0.0%+40.4%0.395%
2/10/2025Signaturefd LLC3,075$98K0.0%+80.9%0.146%
2/10/2025Commonwealth Equity Services LLC30,733$982K0.0%+36.9%1.463%
2/10/2025EverSource Wealth Advisors LLC11,459$366K0.0%+21.9%0.546%
2/7/2025HighTower Advisors LLC1,542,737$49.30M0.1%+3.1%73.464%
1/17/2025Spinnaker Investment Group LLC19,071$609K0.1%+124.3%0.908%
11/15/2024HighTower Advisors LLC1,495,778$47.74M0.1%+2.3%71.228%
11/6/2024Spinnaker Investment Group LLC8,502$271K0.1%N/A0.405%
10/22/2024Signaturefd LLC1,700$54K0.0%N/A0.081%
10/10/2024Concourse Financial Group Securities Inc.5,908$189K0.0%+160.5%0.281%
8/14/2024EverSource Wealth Advisors LLC6,770$205K0.0%+60.6%0.322%
7/23/2024Concourse Financial Group Securities Inc.2,268$66K0.0%+516.3%0.108%
6/11/2024EverSource Wealth Advisors LLC4,216$119K0.0%N/A0.201%
4/5/2024CWM LLC23,602$697K0.0%+607.3%0.000%
(Data available from 1/1/2016 forward)

TBG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBG shares?

During the previous two years, 20 institutional investors and hedge funds held shares of TBG Dividend Focus ETF. The most heavily invested institutionals were HighTower Advisors LLC ($52.07M), Abundance Wealth Counselors ($7.87M), Stokes Capital Advisors LLC ($1.52M), EverSource Wealth Advisors LLC ($1.23M), GTS Securities LLC ($1.02M), Commonwealth Equity Services LLC ($982K), and Goldman Sachs Group Inc. ($939K).Learn more on TBG Dividend Focus ETF's institutional investors.

Which institutional investors have been buying TBG Dividend Focus ETF's stock?

Of the 19 institutional investors that purchased TBG Dividend Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Abundance Wealth Counselors ($244.56K), HighTower Advisors LLC ($127.74K), Goldman Sachs Group Inc. ($57.33K), Stokes Capital Advisors LLC ($47.21K), Envestnet Asset Management Inc. ($38.03K), EverSource Wealth Advisors LLC ($35.44K), and CWM LLC ($20.27K).

How much institutional buying is happening at TBG Dividend Focus ETF?

Institutional investors have bought a total of 643,933 shares in the last 24 months. This purchase volume represents approximately $20.80M in transactions.

Which of TBG Dividend Focus ETF's major shareholders have been selling company stock?

The following institutional investors have sold TBG Dividend Focus ETF stock in the last 24 months: Envestnet Asset Management Inc. ($31.65K), Raymond James Financial Inc. ($7.19K), and Spinnaker Investment Group LLC ($1.22K).

How much institutional selling is happening at TBG Dividend Focus ETF?

Institutional investors have sold a total of 40,057 shares in the last 24 months. This volume of shares sold represents approximately $1.29M in transactions.


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This page (NYSEARCA:TBG) was last updated on 9/13/2025 by MarketBeat.com Staff
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