JGRW Institutional Ownership & Shareholders
JENSEN QUALITY GROWTH ETF (JGRW) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jensen Investment Management is currently the largest disclosed institutional shareholder of JGRW tracked by InsiderSet, reporting ownership valued at approximately $14.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.48M, representing an estimated gain of +4.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed JGRW value among the investors covered in this analysis. Major shareholders include Jensen Investment Management, Cerity Partners Llc, Bill Few Associates, Inc., and several other long-term asset managers with concentrated positions in JENSEN QUALITY GROWTH ETF (JGRW).
This page ranks the largest institutional JGRW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$27.89M
Largest Holder
Jensen Investment Management
Largest Position
$14.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jensen Investment Management | Eric H. Schoenstein | 0.36% | 544,862 | $14,776,603 | $15,478,331 | +$701,728 | +4.75% |
| Cerity Partners Llc | 0.00% | 110,108 | $2,986,000 | $3,127,926 | +$141,926 | +4.75% | |
| Bill Few Associates, Inc. | 0.36% | 63,699 | $1,752,334 | $1,809,548 | +$57,214 | +3.27% | |
| Entrust Financial Llc | 1.02% | 57,765 | $1,566,587 | $1,640,977 | +$74,390 | +4.75% | |
| Hamilton Point Investment Advisors, Llc | 0.20% | 51,332 | $1,392,124 | $1,458,229 | +$66,105 | +4.75% | |
| Dmkc Advisory Services, Llc | 0.26% | 50,647 | $1,373,542 | $1,438,770 | +$65,228 | +4.75% | |
| Hrt Financial Lp | 0.00% | 48,728 | $1,321,000 | $1,384,255 | +$63,255 | +4.79% | |
| Snowden Capital Advisors Llc | 0.01% | 20,542 | $557,097 | $583,553 | +$26,456 | +4.75% | |
| Oneascent Financial Services Llc | 0.02% | 15,916 | $431,640 | $452,139 | +$20,499 | +4.75% | |
| Kestra Advisory Services, Llc | 0.00% | 15,137 | $416,412 | $430,009 | +$13,597 | +3.27% | |
| Kelleher Financial Advisors | 0.10% | 13,365 | $367,668 | $379,670 | +$12,002 | +3.26% | |
| Essex Financial Services, Inc. | 0.02% | 12,536 | $339,967 | $356,120 | +$16,153 | +4.75% | |
| Captrust Financial Advisors | 0.00% | 11,147 | $302,319 | $316,662 | +$14,343 | +4.74% | |
| Jpmorgan Chase & Co | 0.00% | 5,950 | $159,777 | $169,026 | +$9,249 | +5.79% | |
| Aberdeen Wealth Management Llc | 0.06% | 4,550 | $123,396 | $129,255 | +$5,859 | +4.75% | |
| Lodestone Wealth Management Llc | 0.01% | 845 | $23,256 | $24,005 | +$749 | +3.22% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 55 | $1,514 | $1,562 | +$48 | +3.20% |
Frequently asked questions about JGRW
Who are the largest institutional holders of JGRW?
The largest institutional holders of JGRW reported in the latest SEC Form 13F filings include Jensen Investment Management, Cerity Partners Llc, Bill Few Associates, Inc., Entrust Financial Llc, and Hamilton Point Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported JGRW position.
What is JGRW institutional ownership?
This page tracks JGRW positions reported by institutional investment managers through SEC Form 13F. JENSEN QUALITY GROWTH ETF (JGRW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JGRW?
InsiderSet currently tracks 17 institutional managers reporting JGRW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JGRW shareholders.
How much JGRW stock do institutions own?
Institutional investment managers disclosed approximately $27.89M in JGRW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JGRW institutional ownership last updated?
The latest JGRW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JGRW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JGRW position after the reporting date.
Are institutions buying or selling JGRW?
Institutional buying and selling can be analyzed by comparing JGRW positions across consecutive 13F reporting periods. InsiderSet's JGRW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JGRW ownership changes.
How has JGRW institutional ownership changed over time?
InsiderSet tracks JGRW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.