Who Owns TBG Dividend Focus ETF (TBG)?Hedge Fund & Institutional Holders
Institutional Holders
26
as of Q4 2025
Total Institutional Value
$1.94000010000001e+81T
% of Float Held
—
QoQ Change in Holders
+11 / -4
Price History
TBG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +42K | +$1.0B |
| Stokes Capital Advisors, LLC | Increased | +10K | +$365.1M |
| Geneos Wealth Management Inc. | New Position | +7K | +$226.0M |
| Abundance Wealth Counselors | New Position | +823K | +$27.5M |
| Capital Investment Advisory Services, LLC | New Position | +306 | +$10.0M |
| UBS Group AG | Increased | +185 | +$5.7M |
| Boyer Financial Services, Inc. | New Position | +69K | +$2.3M |
| Insight Wealth Partners, LLC | Increased | +15K | +$505K |
| Charis Legacy Partners, LLC | New Position | +8K | +$260K |
| CWM, LLC | New Position | +7K | +$225K |
| Traynor Capital Management, Inc. | New Position | +6K | +$207K |
| Capital Advisors, Ltd. LLC | New Position | +1K | +$36K |
| ROYAL BANK OF CANADA | New Position | +740 | +$0 |
| JANE STREET GROUP, LLC | New Position | +10K | +$0 |
| Cambridge Investment Research Advisors, Inc. | Increased | +5K | +$-31K |
TBG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Atria Investments, Inc | Closed Position | -44K | -$1.4B |
| STIFEL FINANCIAL CORP | Decreased | -2K | -$662.1M |
| Cetera Investment Advisers | Decreased | -527 | -$276.7M |
| OSAIC HOLDINGS, INC. | Closed Position | -2K | -$56.2M |
| WELLS FARGO & COMPANY/MN | Decreased | -750 | -$49.6M |
| Wealthspire Advisors, LLC | Closed Position | -160 | -$5.3M |
| Vivaldi Capital Management LP | Closed Position | -8K | -$262K |
| MORGAN STANLEY | Decreased | -204 | -$6K |
Top Institutional Holders(Q4 2025)
TBG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 25 | $4.3B | +7 |
| Q3 2025 | 18 | $79.1B | -3 |
| Q2 2025 | 21 | $61.5B | +2 |
| Q1 2025 | 19 | $61.2B | +9 |
| Q4 2024 | 10 | $52.3B | +3 |
| Q3 2024 | 7 | $990.2B | +1 |
| Q2 2024 | 6 | $316.6B | +1 |
| Q1 2024 | 5 | $299.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 26 institutional investors hold TBG (TBG Dividend Focus ETF). The largest holder is Stokes Capital Advisors, LLC with $1.9B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own TBG?
As of Q4 2025, 26 institutional investors report holding TBG (TBG Dividend Focus ETF) in their 13F filings.
Who is the largest institutional holder of TBG?
The largest institutional holder of TBG is Stokes Capital Advisors, LLC with $1.9B in shares.
Is institutional ownership of TBG increasing or decreasing?
This quarter, 11 institutions opened new positions in TBG and 4 closed their positions.