TBG Dividend Focus ETF (TBG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Abundance Wealth Counselors

INCREASED

Shares823,149 from 811,462

Change+11,687 (+1%)

Value$29.7M (+$129.8K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares164,142 from 154,867

Change+9,275 (+6%)

Value$5.9M (+$280.0K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

INCREASED

Shares145,226 from 125,648

Change+19,578 (+16%)

Value$5.2M (+$661.6K)

Filed 2026-11-04

Stokes Capital Advisors, LLC

DECREASED

Shares79,813 from 79,995

Change-182 (0%)

Value$2.9M (-$35.4K)

Filed 2026-10-09

Insight Wealth Partners, LLC

INCREASED

Shares76,358 from 65,119

Change+11,239 (+17%)

Value$2.8M (+$382.3K)

Filed 2026-10-26

Boyer Financial Services, Inc.

DECREASED

Shares39,003 from 71,135

Change-32,132 (-45%)

Value$1.4M (-$1.2M)

Filed 2026-10-23

Commonwealth Equity Services, LLC

DECREASED

Shares37,647 from 43,216

Change-5,569 (-13%)

Value$1.4M (-$216.6K)

Filed 2026-11-02

Charis Legacy Partners, LLC

INCREASED

Shares17,104 from 13,518

Change+3,586 (+27%)

Value$617.5K (+$124.6K)

Filed 2026-10-22

Straight Path Wealth Management

NEW

Shares6,060

Change+6,060

Value$218.8K

Filed 2026-10-23

Kestra Advisory Services, LLC

NEW

Shares5,541

Change+5,541

Value$200.0K

Filed 2026-11-02

Center for Financial Planning, Inc.

NEW

Shares2,740

Change+2,740

Value$98.9K

Filed 2026-10-26

Capital Advisors, Ltd. LLC

INCREASED

Shares2,515 from 2,297

Change+218 (+9%)

Value$91.0K (+$7.0K)

Filed 2026-10-27

Bare Financial Services, Inc

INCREASED

Shares1,259 from 1,250

Change+9 (+1%)

Value$45.4K (-$133)

Filed 2026-11-04

Hilltop National Bank

UNCHANGED

Shares396 from 396

Change0 (0%)

Value$14.3K (-$142)

Filed 2026-10-14

Traynor Capital Management, Inc.

CLOSED

Shares0 from 7,130

Change-7,130 (-100%)

Value$0 (-$260.0K)

Filed 2026-10-29

HighTower Advisors, LLC

N/A

Shares— from 2,335,091

Change-2,335,091 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 57,255

Change-57,255 (-100%)

Value—

Forefront Wealth Partners, LLC

N/A

Shares— from 28,297

Change-28,297 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 26,534

Change-26,534 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,315

Change-8,315 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,892

Change-7,892 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 7,437

Change-7,437 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,637

Change-6,637 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 6,625

Change-6,625 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 5,888

Change-5,888 (-100%)

Value—

Betterment LLC

N/A

Shares— from 5,657

Change-5,657 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1,361

Change-1,361 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 391

Change-391 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 103

Change-103 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

	Status
Abundance Wealth Counselors	INCREASED	823,149	811,462	+11,687	+1%	$29.6M	$29.7M	+$129.8K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	164,142	154,867	+9,275	+6%	$5.6M	$5.9M	+$280.0K	2026-11-02
EverSource Wealth Advisors, LLC	INCREASED	145,226	125,648	+19,578	+16%	$4.6M	$5.2M	+$661.6K	2026-11-04
Stokes Capital Advisors, LLC	DECREASED	79,813	79,995	-182	0%	$2.9M	$2.9M	-$35.4K	2026-10-09
Insight Wealth Partners, LLC	INCREASED	76,358	65,119	+11,239	+17%	$2.4M	$2.8M	+$382.3K	2026-10-26
Boyer Financial Services, Inc.	DECREASED	39,003	71,135	-32,132	-45%	$2.7M	$1.4M	-$1.2M	2026-10-23
Commonwealth Equity Services, LLC	DECREASED	37,647	43,216	-5,569	-13%	$1.6M	$1.4M	-$216.6K	2026-11-02
Charis Legacy Partners, LLC	INCREASED	17,104	13,518	+3,586	+27%	$492.9K	$617.5K	+$124.6K	2026-10-22
Straight Path Wealth Management	NEW	6,060	—	+6,060	—	—	$218.8K	—	2026-10-23
Kestra Advisory Services, LLC	NEW	5,541	—	+5,541	—	—	$200.0K	—	2026-11-02
Center for Financial Planning, Inc.	NEW	2,740	—	+2,740	—	—	$98.9K	—	2026-10-26
Capital Advisors, Ltd. LLC	INCREASED	2,515	2,297	+218	+9%	$84.0K	$91.0K	+$7.0K	2026-10-27
Bare Financial Services, Inc	INCREASED	1,259	1,250	+9	+1%	$45.6K	$45.4K	-$133	2026-11-04
Hilltop National Bank	UNCHANGED	396	396	0	0%	$14.4K	$14.3K	-$142	2026-10-14
Traynor Capital Management, Inc.	CLOSED	0	7,130	-7,130	-100%	$260.0K	$0	-$260.0K	2026-10-29
HighTower Advisors, LLC	N/A	—	2,335,091	-2,335,091	-100%	$85.1M	—	—	—
Stifel Financial Corp	N/A	—	57,255	-57,255	-100%	$2.1M	—	—	—
Forefront Wealth Partners, LLC	N/A	—	28,297	-28,297	-100%	$1.0M	—	—	—
Geneos Wealth Management Inc.	N/A	—	26,534	-26,534	-100%	$967.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,315	-8,315	-100%	$303.2K	—	—	—
Cetera Investment Advisers	N/A	—	7,892	-7,892	-100%	$287.8K	—	—	—
GTS Securities LLC	N/A	—	7,437	-7,437	-100%	$271.2K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,637	-6,637	-100%	$242.0K	—	—	—
Keel Point, LLC	N/A	—	6,625	-6,625	-100%	$241.6K	—	—	—
Inspire Advisors, LLC	N/A	—	5,888	-5,888	-100%	$214.7K	—	—	—
Betterment LLC	N/A	—	5,657	-5,657	-100%	$206.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1,361	-1,361	-100%	$49.6K	—	—	—
JPMorgan Chase & Co	N/A	—	391	-391	-100%	$14.3K	—	—	—
Morgan Stanley	N/A	—	103	-103	-100%	$3.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	34	-34	-100%	$1.2K	—	—	—

Showing 30 of 30 institutions