Who Owns JGRW?
Jensen Quality Growth ETF — Institutional Ownership & 13F Holdings
$26.18
-0.23 (-0.85%)
Market Cap
$70.3M
Shares Outstanding
2,705,957
Institutional Holders
19
Total Inst. Value
$55.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Legacy Advisors, LLC | $42.5M | 1,670,000 |
| 2 | SOL Capital Management CO | $3.7M | 144,582 |
| 3 | DMKC Advisory Services, LLC | $2.0M | 80,241 |
| 4 | KELLEHER FINANCIAL ADVISORS | $1.4M | 54,354 |
| 5 | Hamilton Point Investment Advisors, LLC | $1.3M | 51,031 |
| 6 | HighTower Advisors, LLC | $1.1M | 43,626 |
| 7 | Snowden Capital Advisors LLC | $614K | 24,115 |
| 8 | CAPTRUST FINANCIAL ADVISORS | $496K | 19,476 |
| 9 | Clearstead Trust, LLC | $467K | 18,355 |
| 10 | CITADEL ADVISORS LLC | $438K | 17,192 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| DMKC Advisory Services, LLC | +6K | $2.0M |
| Hamilton Point Investment Advisors, LLC | +5K | $1.3M |
| HighTower Advisors, LLC | +11K | $1.1M |
| Snowden Capital Advisors LLC | +12K | $614K |
| BANK OF AMERICA CORP /DE/ | +16 | $120K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Legacy Advisors, LLC | -52K | $42.5M |
| CAPTRUST FINANCIAL ADVISORS | -2K | $496K |
| Capital Investment Advisory Services, LLC | -225 | $297K |
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Frequently Asked Questions
How many institutional investors hold JGRW?
As of Q1 2025, 19 institutional investors report holding JGRW (Jensen Quality Growth ETF) in their 13F filings.
Which hedge fund owns the most JGRW?
The largest institutional holder of JGRW is Legacy Advisors, LLC with $42.5M in shares.
Are institutions buying or selling JGRW?
This quarter, 9 institutions opened new positions in JGRW and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.