TBG DIVIDEND FOCUS ETF (TBG) Institutional Ownership Changes & 13F Activity
TBG DIVIDEND FOCUS ETF (TBG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Abundance Wealth Counselors, Cambridge Investment Research Advisors, Inc., Stokes Capital Advisors, Llc, and Forefront Wealth Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Forefront Wealth Partners, Llc | Buy | +12,770 | +82.2% | 28,297 | $1.03M | Q2 2026 | Aug 20, 2026 |
| Susquehanna International Group, Llp | Buy | +8,315 | — | 8,315 | $303.17K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +7,437 | — | 7,437 | $271.15K | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +6,625 | — | 6,625 | $241.56K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +5,657 | — | 5,657 | $206.00K | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, Llc | Buy | +40 | +0.7% | 5,888 | $214.68K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +6,967 | +13.9% | 57,255 | $2.09M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +391 | — | 391 | $14.32K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +34 | +0.4% | 7,892 | $287.75K | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | Buy | +10,330 | +63.7% | 26,534 | $967.43K | Q2 2026 | Aug 06, 2026 |
| Insight Wealth Partners, Llc | Buy | +4,609 | +7.6% | 65,119 | $2.37M | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Sell | -211 | -3.1% | 6,637 | $241.97K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +23,165 | +17.6% | 154,867 | $5.65K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +1,119 | +2.7% | 43,216 | $1.58M | Q2 2026 | Jul 29, 2026 |
| Institute For Wealth Management, Llc. | Buy | +1,361 | — | 1,361 | $49.62K | Q2 2026 | Jul 28, 2026 |
| Abundance Wealth Counselors | Buy | +646,808 | +70.2% | 1,567,748 | $57.16M | Q2 2026 | Jul 23, 2026 |
| Stokes Capital Advisors, Llc | Buy | +12,857 | +19.2% | 79,995 | $2.92M | Q2 2026 | Jul 22, 2026 |
| Boyer Financial Services, Inc. | Buy | +8,347 | +13.3% | 71,135 | $2.65M | Q2 2026 | Jul 20, 2026 |
| Capital Advisors, Ltd. Llc | Buy | +1,003 | +77.5% | 2,297 | $84.00K | Q2 2026 | Jul 16, 2026 |
| Charis Legacy Partners, Llc | Buy | +3,665 | +37.2% | 13,518 | $492.88K | Q2 2026 | Jul 09, 2026 |
| Citadel Advisors Llc | Sell | -7,841 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -5,924 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -2,031 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Jane Street Group, Llc | Sell | -8,122 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Hightower Advisors, Llc | Sell | -2,250,319 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Team Financial Group, Llc | Sell | -3,425 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
Frequently asked questions about TBG activity
Which institutional owners are buying TBG?
Institutional owners buying TBG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TBG activity?
"Buy" means an investor increased their reported position in TBG compared to the prior reporting period. This reflects growing exposure to TBG DIVIDEND FOCUS ETF (TBG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TBG increasing?
Institutional interest in TBG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.