Who Owns TBG?
TBG Dividend Focus ETF — Institutional Ownership & 13F Holdings
$35.38
-0.20 (-0.55%)
Market Cap
$228.5M
Shares Outstanding
6,114,349
Institutional Holders
19
Total Inst. Value
$58.9M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
13
Closed Positions
4
Increased
5
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HighTower Advisors, LLC | $52.1M | 1,590,149 |
| 2 | STIFEL FINANCIAL CORP | $1.2M | 38,055 |
| 3 | TRUIST FINANCIAL CORPNew | $1.2M | 38,033 |
| 4 | GOLDMAN SACHS GROUP INCNew | $939K | 28,665 |
| 5 | EverSource Wealth Advisors, LLC | $753K | 22,995 |
| 6 | Spinnaker Investment Group, LLCNew | $584K | 17,847 |
| 7 | Cambridge Investment Research Advisors, Inc. | $395K | 12,062 |
| 8 | RAYMOND JAMES FINANCIAL INCNew | $323K | 9,870 |
| 9 | MERCER GLOBAL ADVISORS INC /ADVNew | $301K | 9,204 |
| 10 | Cetera Investment AdvisersNew | $277K | 8,448 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +47K | $52.1M |
| STIFEL FINANCIAL CORP | +26K | $1.2M |
| TRUIST FINANCIAL CORPNew | +38K | $1.2M |
| GOLDMAN SACHS GROUP INCNew | +29K | $939K |
| EverSource Wealth Advisors, LLC | +12K | $753K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold TBG?
As of Q1 2025, 19 institutional investors report holding TBG (TBG Dividend Focus ETF) in their 13F filings.
Which hedge fund owns the most TBG?
The largest institutional holder of TBG is HighTower Advisors, LLC with $52.1M in shares.
Are institutions buying or selling TBG?
This quarter, 13 institutions opened new positions in TBG and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.