JGRW

Jensen Quality Growth ETF

19 hedge funds and large institutions have $55.3M invested in Jensen Quality Growth ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1
Legacy Advisors
Pennsylvania
$42.5M -$1.32M -51,881 -3%
SCM
2
SOL Capital Management
Maryland
$3.68M +$2.5M +98,062 +211%
DAS
3
DMKC Advisory Services
Iowa
$2.04M +$156K +6,122 +8%
KFA
4
Kelleher Financial Advisors
New York
$1.38M +$1.38M +54,354 New
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$1.3M +$124K +4,886 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.11M +$275K +10,784 +33%
SCA
7
Snowden Capital Advisors
New York
$614K +$314K +12,327 +105%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$496K -$50.9K -1,997 -9%
CT
9
Clearstead Trust
Maine
$468K +$468K +18,355 New
Citadel Advisors
10
Citadel Advisors
Florida
$438K +$438K +17,192 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$297K -$5.73K -225 -2%
OFS
12
OneAscent Financial Services
Alabama
$262K +$262K +10,287 New
UAG
13
United Advisor Group
Ohio
$254K +$254K +9,985 New
BSTWA
14
Blake Schutter Theil Wealth Advisors
Ohio
$229K
Bank of America
15
Bank of America
North Carolina
$120K +$408 +16 +0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$25.5K +$23K +901 +901%
CAL
17
Capital Advisors Ltd
Ohio
$12K +$12K +482 New
AWM
18
Accredited Wealth Management
Kentucky
$5.1K +$5.1K +200 New
DFA
19
DHJJ Financial Advisors
Illinois
$1.4K +$918 +36 +189%
OMC
20
Old Mission Capital
Illinois
-$365K -14,077 Closed
BAM
21
Berkshire Asset Management
Pennsylvania
-$256K -9,625 Closed
UBS Group
22
UBS Group
Switzerland
-$1.84K -71 Closed