TBG Dividend Focus ETF (TBG)
ETF ยท NYSE Arca
TBG Dividend Focus ETF (TBG) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 6, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 6, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 27 institutions reported holding TBG, with 2.3 million shares worth $83.8 million in aggregate. The largest reported holder was Abundance Wealth Counselors, with 1.6 million shares worth $57.2 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Abundance Wealth Counselors | 1,567,748 | $57M | Added 70.23% |
| Cambridge Investment Research Advisors | 154,867 | $6M | Added 17.59% |
| Eversource Wealth Advisors | 125,648 | $5M | Added 20.03% |
| Stokes Capital Advisors | 79,995 | $3M | Added 19.15% |
| Boyer Financial Services | 71,135 | $3M | Added 13.29% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is TBG?
TBG Dividend Focus ETF (TBG) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 6, 2023.
Who are the largest institutional holders of TBG?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of TBG were Abundance Wealth Counselors, Cambridge Investment Research Advisors and Eversource Wealth Advisors.
How many institutions own TBG?
27 institutions reported a position in TBG for the quarter ended June 30, 2026, worth $83.8 million in total.
Did institutions buy or sell TBG last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for TBG.
Every reported institutional holder, plus insider and congressional trades in TBG, on SentiSense.