§ EQUITY
USDTBG
TBG DIVIDEND FOCUS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
22 increased/new, 2 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HighTower Advisors, LLC | 2.3M | 0.1% | +3% |
| Abundance Wealth Counselors | 921K | 4.6% | +12% |
| EverSource Wealth Advisors, LLC | 105K | n/a | +23% |
| Stokes Capital Advisors, LLC | 67K | n/a | +16% |
| Boyer Financial Services, Inc. | 63K | 2.3% | −9% |
| Insight Wealth Partners, LLC | 61K | 0.3% | +12% |
◇ AC INTELLIGENCE
Top institutional owners for TBG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.8% · 21 holders
TACTICAL / MACRO0.2% · 1 holder
DEALER / BANK0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TBG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TBG yet.