Among active 13F managers last quarter, 1 opened and 4 added, while none reduced or exited; the largest holder to move was Stokes Capital Advisors, LLC (+19%).
23 tracked 13F filers disclose a position in TBG as of the latest SEC 13F filings, a combined $154.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2.3M | $78.4M | ▲+3.2% Added · +71K sh | Q1 2026 | |
| 2 | Abundance Wealth Counselors | 1.6M | $57.2M | ▲+70% Added · +647K sh | Q2 2026 | |
| 3 | EverSource Wealth Advisors, LLC | 105K | $3.6M | ▲+23% Added · +20K sh | Q1 2026 | |
| 4 | Stokes Capital Advisors, LLC | 80K | $2.9M | ▲+19% Added · +13K sh | Q2 2026 | |
| 5 | Boyer Financial Services, Inc. | 71K | $2.7M | ▲+13% Added · +8K sh | Q2 2026 | |
| 6 | Insight Wealth Partners, LLC | 65K | $2.4M | ▲+7.6% Added · +5K sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 50K | $1.8M | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 8 | Commonwealth Equity Services, LLC | 42K | $1.5M | ▼−0.8% Reduced · −333 sh | Q1 2026 | |
| 9 | Forefront Wealth Partners, LLC | 28K | $1.0M | ▲+82% Added · +13K sh | Q2 2026 | |
| 10 | Geneos Wealth Management Inc. | 27K | $967K | ▲+64% Added · +10K sh | Q2 2026 | |
| 11 | Jane Street Group, LLC | 8K | $283K | ▼−21% Reduced · −2K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 8K | $274K | ▲+0.2% Added · +17 sh | Q1 2026 | |
| 13 | Traynor Capital Management, Inc. | 7K | $260K | —Held | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 7K | $239K | ▲New +7K sh | Q1 2026 | |
| 15 | Keel Point, LLC | 7K | $242K | ▲+0.6% Added · +38 sh | Q2 2026 | |
| 16 | CWM, LLC | 6K | $207K | ▼−12% Reduced · −810 sh | Q1 2026 | |
| 17 | Inspire Advisors, LLC | 6K | $215K | ▲+0.7% Added · +40 sh | Q2 2026 | |
| 18 | Institute for Wealth Management, LLC. | 1K | $50K | ▲New +1K sh | Q2 2026 | |
| 19 | Bare Financial Services, Inc | 1K | $46K | ▲New +1K sh | Q2 2026 | |
| 20 | Integrated Wealth Concepts LLC | 800 | $29K | ▲New +800 sh | Q2 2026 | |
| 21 | Hilltop National Bank | 396 | $14K | —Held | Q2 2026 | |
| 22 | Morgan Stanley | 103 | $4K | ▲103× Added · +102 sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 34 | $1K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in TBG and 4 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $3.6B |
| Apple IncAAPL | 7 funds | $1.5B |
| Broadcom IncAVGO | 7 funds | $1.1B |
| Microsoft CorpMSFT | 7 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.0B |
| Johnson & JohnsonJNJ | 7 funds | $490.9M |
| Chevron CorpCVX | 7 funds | $302.5M |
| Amazon.com IncAMZN | 6 funds | $1.9B |
| Taiwan Semiconductor-SP ADRTSM | 6 funds | $1.4B |
| Tesla IncTSLA | 6 funds | $812.6M |
| JPMorgan Chase & CoJPM | 6 funds | $756.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $586.2M |
Ranked by how many of TBG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TBG.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 289 funds | $2.2B |
| STRVmc | 124 funds | $381.3M |
| BSVOFUND | 123 funds | $2.1B |
| DRLLmc | 92 funds | $35.6M |
| QMOMmc | 65 funds | $196.3M |
| BUXXSTRIVE ENHANCED | 64 funds | $280.7M |
| BBLUmc | 64 funds | $135.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TBG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TBG/capital-change-brief"
Use Arkolith's capital_change_brief for TBG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TBG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.