JGRW institutional holders
TRUST FOR PROFESSIONAL MANAG · 13F, 2026Q2
| Managers holding | 19 |
|---|---|
| Shares held | 1,048,581 |
| Reported value | $28.4m |
| Quarter flows | 3 new, 3 added, 11 trimmed, 5 exited |
Top 19 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| JENSEN INVESTMENT MANAGEMENT INC | 544,862 | $14.8m | 0.4% |
| Cerity Partners LLC | 110,108 | $3.0m | 0.0% |
| Bill Few Associates, Inc. | 69,086 | $1.9m | 0.4% |
| ENTRUST FINANCIAL LLC | 57,765 | $1.6m | 1.0% |
| Hamilton Point Investment Advisors, LLC | 51,332 | $1.4m | 0.2% |
| DMKC Advisory Services, LLC | 50,647 | $1.4m | 0.3% |
| HRT FINANCIAL LP | 48,728 | $1.3m | 0.0% |
| Snowden Capital Advisors LLC | 20,542 | $557,097 | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 17,866 | $484,533 | 0.1% |
| OneAscent Financial Services LLC | 15,916 | $431,640 | 0.0% |
| Kestra Advisory Services, LLC | 13,455 | $364,894 | 0.0% |
| HighTower Advisors, LLC | 12,991 | $352,327 | 0.0% |
| Essex Financial Services, Inc. | 12,536 | $339,967 | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 11,147 | $302,319 | 0.0% |
| JPMORGAN CHASE & CO | 5,950 | $159,777 | 0.0% |
| Aberdeen Wealth Management LLC | 4,550 | $123,396 | 0.1% |
| Lodestone Wealth Management LLC | 845 | $22,908 | 0.0% |
| MCF Advisors LLC | 200 | $5,424 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 55 | $1,492 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("JGRW"). JGRW price history · All 13F data