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TBG Dividend Focus ETF (TBG)

CUSIP: 02072L375 | NYSE | 55 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Abundance Wealth Counselors823,149
4.2% of portfolio›$29.7M
Cambridge Investment Research Advisors, Inc.164,142
0.0% of portfolio›$5.9M
EverSource Wealth Advisors, LLC145,226
0.2% of portfolio›$5.2M
Stokes Capital Advisors, LLC79,813
0.6% of portfolio›$2.9M
Insight Wealth Partners, LLC76,358
0.4% of portfolio›$2.8M
Boyer Financial Services, Inc.39,003
1.1% of portfolio›$1.4M
Commonwealth Equity Services, LLC37,647
0.0% of portfolio›$1.4M
Charis Legacy Partners, LLC17,104
0.8% of portfolio›$617.5K
Straight Path Wealth Management6,060
0.0% of portfolio›$218.8K
Kestra Advisory Services, LLC5,541
0.0% of portfolio›$200.0K
Center for Financial Planning, Inc.2,740
0.0% of portfolio›$98.9K
Capital Advisors, Ltd. LLC2,515
0.0% of portfolio›$91.0K
Bare Financial Services, Inc1,259
0.0% of portfolio›$45.4K
Hilltop National Bank396
0.0% of portfolio›$14.3K
StyleTurnoverLocationFiled
Abundance Wealth Counselors
823,149$29.7M4.2%GrowthLowState College, PA2026-10-26
Cambridge Investment Research Advisors, Inc.
164,142$5.9M0.0%ETFLowFairfield, IA2026-11-02
EverSource Wealth Advisors, LLC
145,226$5.2M0.2%CoreMediumBirmingham, AL2026-11-04
Stokes Capital Advisors, LLC
79,813$2.9M0.6%CoreMediumGreenwood, SC2026-10-09
Insight Wealth Partners, LLC
76,358$2.8M0.4%ETFLowPlano, TX2026-10-26
Boyer Financial Services, Inc.
39,003$1.4M1.1%ETFLowNewport Beach, CA2026-10-23
Commonwealth Equity Services, LLC
37,647$1.4M0.0%ETFLowWaltham, MA2026-11-02
Charis Legacy Partners, LLC
17,104$617.5K0.8%ETFVery LowBryan, TX2026-10-22
Straight Path Wealth Management
6,060$218.8K0.0%ETFLowJenison, MI2026-10-23
Kestra Advisory Services, LLC
5,541$200.0K0.0%CoreLowAustin, TX2026-11-02
Center for Financial Planning, Inc.
2,740$98.9K0.0%ETFLowSouthfied, MI2026-10-26
Capital Advisors, Ltd. LLC
2,515$91.0K0.0%ETFLowShaker Heights, OH2026-10-27
Bare Financial Services, Inc
1,259$45.4K0.0%ETFVery LowGap, PA2026-11-04
Hilltop National Bank
396$14.3K0.0%CoreLowCasper, WY2026-10-14