TBG Institutional Ownership
TBG Dividend Focus ETF
1W: -0.9%
1M: -7.1%
3M: -2.6%
YTD: +8.1%
1Y: +9.3%
$36.27
+0.03 (+0.08%)
Weekly Expected Move ±1.1%
$35
$36
$36
$37
$37
Overview
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Institutional Ownership — TBG
31
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
169M
Total Invested
7
New Positions
16
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2,335,091 | $85M | +84,772 | +3.8% | 11Q | SEC ↗ |
| 2 | Abundance Wealth Counselors | 1,567,748 | $57M | +646,808 | +70.2% | 5Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 154,867 | $6M | +23,165 | +17.6% | 7Q | SEC ↗ |
| 4 | EverSource Wealth Advisors, LLC | 125,648 | $5M | +20,967 | +20.0% | 10Q | SEC ↗ |
| 5 | Stokes Capital Advisors, LLC | 79,995 | $3M | +12,857 | +19.2% | 5Q | SEC ↗ |
| 6 | Boyer Financial Services, Inc. | 71,135 | $3M | +8,347 | +13.3% | 3Q | SEC ↗ |
| 7 | Insight Wealth Partners, LLC | 65,119 | $2M | +4,609 | +7.6% | 6Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 57,255 | $2M | +6,967 | +13.9% | 7Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 43,216 | $2M | +1,119 | +2.7% | 8Q | SEC ↗ |
| 10 | Forefront Wealth Partners, LLC | 28,297 | $1M | +12,770 | +82.2% | 2Q | SEC ↗ |
| 11 | Geneos Wealth Management Inc. | 26,534 | $962K | +10,330 | +63.7% | 5Q | SEC ↗ |
| 12 | Charis Legacy Partners, LLC | 13,518 | $490K | +3,665 | +37.2% | 3Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 8,315 | $302K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 7,892 | $286K | +34 | +0.4% | 6Q | SEC ↗ |
| 15 | GTS SECURITIES LLC NEW | 7,437 | $270K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Traynor Capital Management, Inc. | 7,130 | $259K | — | +0.0% | 6Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 6,637 | $241K | -211 | -3.1% | 2Q | SEC ↗ |
| 18 | Keel Point, LLC | 6,625 | $240K | +38 | +0.6% | 4Q | SEC ↗ |
| 19 | CWM, LLC | 5,924 | $215K | -810 | -12.0% | 3Q | SEC ↗ |
| 20 | Inspire Advisors, LLC | 5,888 | $214K | +40 | +0.7% | 2Q | SEC ↗ |
| 21 | Betterment LLC NEW | 5,657 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Capital Advisors, Ltd. LLC | 2,297 | $83K | +1,003 | +77.5% | 5Q | SEC ↗ |
| 23 | Institute for Wealth Management, LLC. NEW | 1,361 | $49K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Bare Financial Services, Inc NEW | 1,250 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC NEW | 800 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Hilltop National Bank | 396 | $14K | — | +0.0% | 5Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO NEW | 391 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 28 | MORGAN STANLEY | 103 | $4K | — | +0.0% | 5Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 34 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 0 | $0K | -740 | -100.0% | 1Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 0 | $0K | -750 | -100.0% | 4Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 0 | $0K | -7,841 | -100.0% | 1Q | SEC ↗ |
| 33 | Team Financial Group, LLC | 0 | $0K | -3,425 | -100.0% | 1Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 0 | $0K | -8,122 | -100.0% | 2Q | SEC ↗ |
| 35 | UBS Group AG | 0 | $0K | -286 | -100.0% | 2Q | SEC ↗ |
| 36 | Capital Investment Advisory Services, | 0 | $0K | -306 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,315 | $302K |
| GTS SECURITIES LLC | 7,437 | $270K |
| Betterment LLC | 5,657 | $205K |
| Institute for Wealth Management, LL | 1,361 | $49K |
| Bare Financial Services, Inc | 1,250 | $45K |
| Integrated Wealth Concepts LLC | 800 | $29K |
| JPMORGAN CHASE & CO | 391 | $14K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 8,122 | $295K |
| CITADEL ADVISORS LLC | 7,841 | $284K |
| Team Financial Group, LLC | 3,425 | $124K |
| WELLS FARGO & COMPANY/MN | 750 | $27K |
| ROYAL BANK OF CANADA | 740 | $27K |
| Capital Investment Advisory Service | 306 | $11K |
| UBS Group AG | 286 | $10K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Abundance Wealth Counselors | +646,808 | +70.2% | 1,567,748 |
| HighTower Advisors, LLC | +84,772 | +3.8% | 2,335,091 |
| Cambridge Investment Research Advis | +23,165 | +17.6% | 154,867 |
| EverSource Wealth Advisors, LLC | +20,967 | +20.0% | 125,648 |
| Stokes Capital Advisors, LLC | +12,857 | +19.2% | 79,995 |
| Forefront Wealth Partners, LLC | +12,770 | +82.2% | 28,297 |
| Geneos Wealth Management Inc. | +10,330 | +63.7% | 26,534 |
| Boyer Financial Services, Inc. | +8,347 | +13.3% | 71,135 |
| STIFEL FINANCIAL CORP | +6,967 | +13.9% | 57,255 |
| Insight Wealth Partners, LLC | +4,609 | +7.6% | 65,119 |
| Charis Legacy Partners, LLC | +3,665 | +37.2% | 13,518 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,119 | +2.7% | 43,216 |
| Capital Advisors, Ltd. LLC | +1,003 | +77.5% | 2,297 |
| Inspire Advisors, LLC | +40 | +0.7% | 5,888 |
| Keel Point, LLC | +38 | +0.6% | 6,625 |
| Cetera Investment Advisers | +34 | +0.4% | 7,892 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | -810 | -12.0% | 5,924 |
| ENVESTNET ASSET MANAGEMENT INC | -211 | -3.1% | 6,637 |