TBG institutional holders

TBG Dividend Focus ETF · 29 reporting institutions · $163.2M reported value

Funds that can replace TBG · TBG return decomposition

Institutional holdings

Institutions reporting TBG, largest first
InstitutionReported positionAdvisors at firmReport period
Hightower Advisors, LLC$85.1M1,0462026-06-30
Abundance Wealth Counselors, LLC$57.2M122026-06-30
Eversource Wealth Advisors, LLC$4.6M772026-06-30
Stokes Capital Advisors, LLC$2.9M12026-06-30
Boyer Financial Services, Inc.$2.7M42026-06-30
Insight Wealth Partners, LLC$2.4M152026-06-30
Stifel Financial Corp$2.1M02026-06-30
Commonwealth Equity Services, LLC$1.6M2,8632026-06-30
Forefront Wealth Partners, LLC$1M302026-06-30
Geneos Wealth Management, Inc.$967.4K1932026-06-30
Charis Legacy Partners$492.9K12026-06-30
Susquehanna International Group, LLP$303.2K02026-06-30
Cetera Investment Advisers$287.8K10,3702026-06-30
Gts Securities LLC$271.2K02026-06-30
Traynor Capital Management, Inc.$260K72026-06-30
Envestnet Pmc$242K602026-06-30
Keel Point, LLC$241.6K492026-06-30
Inspire Advisors, LLC$214.7K752026-06-30
Cwm, LLC$206.5K6672026-03-31
Institute for Wealth Management, Llc.$49.6K132026-06-30
Bare Financial Services, Inc$45.6K102026-06-30
Integrated Wealth Concepts LLC$29.2K4802026-06-30
Hilltop National Bank$14.4K02026-06-30
Jpmorgan Chase & Co$14.3K02026-06-30
Cambridge Investment Research Advisors, Inc.$4.6K3,9402026-03-31
Morgan Stanley$3.8K23,1852026-06-30
Steward Partners Investment Advisory, LLC$1.2K4812026-06-30
Betterment LLC$206282026-06-30
Capital Advisors, Ltd., LLC$84112026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30