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Institutional Ownership · SEC Form 13F

Who owns JGRO (JGRO)


Which tracked institutional funds hold JGRO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JGRO company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

351
Institutional holders
72,409,755
Shares held (tracked funds)

How the tape is positioned

57 tracked funds added or opened JGRO while 104 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

JGRO’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes JGRO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JGRO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 351 tracked filers holding JGRO, 214 increased or opened the position and 135 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in JGRO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 14

  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10M
  • LexAurum Advisors, LLC$7M
  • NorthCrest Asset Manangement, LLC$4M
  • TBH Global Asset Management, LLC$4M
  • KINTRA WEALTH, LLC$2M
  • Ascentis Independent Advisors$2M

Full exits 8

  • MENORA MIVTACHIM HOLDINGS LTD.$9M
  • IFG Advisory, LLC$4M
  • Global Retirement Partners, LLC$2M
  • ORG Partners LLC$2M
  • J.W. COLE ADVISORS, INC.$2M
  • B. Riley Wealth Advisors, Inc.$2M

Largest adds

  • RAYMOND JAMES FINANCIAL INC$67M
  • Cetera Investment Advisers$51M
  • WELLS FARGO & COMPANY/MN$27M
  • Integrated Wealth Concepts LLC$20M
  • Arkadios Wealth Advisors$16M
  • JONES FINANCIAL COMPANIES LLLP$10M

Largest trims

  • JPMORGAN CHASE & CO$131M
  • CORRECT CAPITAL WEALTH MANAGEMENT$54M
  • AMERIPRISE FINANCIAL INC$36M
  • TWO SIGMA INVESTMENTS, LP$36M
  • LPL Financial LLC$25M
  • Beaumont Financial Advisors, LLC$25M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added13,128,939$1.1B18.2%2026-Q1
LPL Financial LLC added7,301,993$617M10.5%2026-Q1
AMERIPRISE FINANCIAL INC added4,668,574$395M6.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS added4,292,843$363M6.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,325,814$281M4.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added2,930,243$240M4.1%2026-Q1
BANK OF AMERICA CORP /DE/ added2,231,576$189M3.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,569,302$133M2.3%2026-Q1
Janney Montgomery Scott LLC trimmed1,558,376$132M2.2%2026-Q1
CWM, LLC trimmed1,405,248$119M2.0%2026-Q1
ROYAL BANK OF CANADA added1,348,530$114M1.9%2026-Q1
UBS Group AG trimmed1,266,505$107M1.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,234,442$104M1.8%2026-Q1
Cetera Investment Advisers added1,196,206$101M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added909,712$77M1.3%2026-Q1
Avior Wealth Management, LLC trimmed793,135$67M1.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed813,173$66M1.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed722,210$61M1.0%2026-Q1
Goldstein Advisors, LLC added678,390$57M1.0%2026-Q1
Focus Partners Wealth added669,406$57M1.0%2026-Q1
American Trust added604,032$51M0.9%2026-Q1
GGM Financial LLC added601,161$51M0.9%2026-Q1
Provenance Wealth Advisors, LLC trimmed558,867$47M0.8%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed550,429$47M0.8%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added524,474$44M0.8%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed523,889$44M0.8%2026-Q1
STIFEL FINANCIAL CORP added521,998$44M0.8%2026-Q1
STEPH & CO added517,947$44M0.7%2026-Q1
Private Advisor Group, LLC added479,593$41M0.7%2026-Q1
Stratos Wealth Partners, LTD. trimmed458,988$39M0.7%2026-Q1
Berman McAleer LLC added453,276$38M0.7%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added445,778$38M0.6%2026-Q1
AlphaCore Capital LLC added439,640$37M0.6%2026-Q1
Trust Co added421,866$36M0.6%2026-Q1
Bank of New York Mellon Corp trimmed408,564$35M0.6%2026-Q1
HUB Investment Partners, LLC added404,453$34M0.6%2026-Q1
FMR LLC added389,605$33M0.6%2026-Q1
HighTower Advisors, LLC added369,434$31M0.5%2026-Q1
Integrated Wealth Concepts LLC added357,993$30M0.5%2026-Q1
Frontier Asset Management, LLC added357,252$30M0.5%2026-Q1
Aprio Wealth Management, LLC added326,607$28M0.5%2026-Q1
Sequoia Financial Advisors, LLC trimmed307,936$26M0.4%2026-Q1
Mariner, LLC trimmed296,242$25M0.4%2026-Q1
Advantage Trust Co added285,609$24M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed263,071$22M0.4%2026-Q1
Crumly & Associates Inc. trimmed253,779$21M0.4%2026-Q1
WealthPlan Investment Management, LLC added243,522$21M0.4%2026-Q1
ORRSTOWN FINANCIAL SERVICES INC added234,992$20M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added215,646$18M0.3%2026-Q1
Arlington Financial Advisors, LLC added211,610$18M0.3%2026-Q1
CORRECT CAPITAL WEALTH MANAGEMENT trimmed208,215$18M0.3%2026-Q1
Rockefeller Capital Management L.P. trimmed200,501$17M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed196,395$17M0.3%2026-Q1
Tradition Wealth Management, LLC added195,610$17M0.3%2026-Q1
Wagner Wealth Management, LLC added194,940$16M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed194,490$16M0.3%2026-Q1
Arkadios Wealth Advisors added193,170$16M0.3%2026-Q1
D.A. DAVIDSON & CO. trimmed183,169$15M0.3%2026-Q1
Sprinkle Financial Consultants LLC added181,868$15M0.3%2026-Q1
Allegheny Financial Group added172,227$15M0.2%2026-Q1
Resolute Wealth Strategies, LLC added160,789$14M0.2%2026-Q1
&PARTNERS added145,063$12M0.2%2026-Q1
Welch Financial Planning, LLC added138,201$12M0.2%2026-Q1
Foundry Financial Group, Inc. added136,156$12M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new124,022$10M0.2%2026-Q1
Venture Visionary Partners LLC trimmed114,663$10M0.2%2026-Q1
MN Wealth Advisors, LLC trimmed109,585$9M0.2%2026-Q1
PENOBSCOT WEALTH MANAGEMENT added107,844$9M0.2%2026-Q1
Greenbush Financial Group, LLC trimmed105,696$9M0.2%2026-Q1
Equitable Holdings, Inc. added98,963$9M0.2%2026-Q1
Strategic Blueprint, LLC added99,912$8M0.1%2026-Q1
Beaumont Financial Advisors, LLC trimmed99,246$8M0.1%2026-Q1
Patriot Financial Group Insurance Agency, LLC added98,750$8M0.1%2026-Q1
KEYVANTAGE WEALTH, LLC trimmed97,918$8M0.1%2026-Q1
Western Wealth Management, LLC added96,143$8M0.1%2026-Q1
Geneos Wealth Management Inc. trimmed90,704$8M0.1%2026-Q1
Selby Wealth Management, LLC trimmed87,689$7M0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added86,814$7M0.1%2026-Q1
Guided Capital Wealth Management, LLC trimmed86,474$7M0.1%2026-Q1
Strategic Financial Concepts, LLC added85,415$7M0.1%2026-Q1
NATIXIS ADVISORS, LLC added80,303$7M0.1%2026-Q1
LexAurum Advisors, LLC added80,199$7M0.1%2026-Q1
Alpha Advisors, LLC/VA trimmed78,801$7M0.1%2026-Q1
Kingsview Wealth Management, LLC added78,212$7M0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added76,009$6M0.1%2026-Q1
Aurdan Capital Management, LLC added75,919$6M0.1%2026-Q1
WCG Wealth Advisors LLC trimmed74,854$6M0.1%2026-Q1
MGO ONE SEVEN LLC added74,164$6M0.1%2026-Q1
Formidable Asset Management, LLC added66,749$6M0.1%2026-Q1
Perigon Wealth Management, LLC trimmed68,523$6M0.1%2026-Q1
Founders Financial Alliance, LLC added67,440$6M0.1%2026-Q1
Corient Private Wealth LLC added64,984$5M0.1%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed64,521$5M0.1%2026-Q1
Modern Wealth Management, LLC added63,750$5M0.1%2026-Q1
CreativeOne Wealth, LLC trimmed64,023$5M0.1%2026-Q1
Sterling Financial Group, Inc. trimmed339,850$32M0.5%2025-Q3 stale
Ferguson Shapiro LLC added157,490$12M0.2%2025-Q1 stale
MENORA MIVTACHIM HOLDINGS LTD. added100,042$9M0.2%2025-Q4 stale
Good Life Advisors, LLC added99,003$9M0.1%2025-Q2 stale
Brookwood Investment Group LLC new74,277$5M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership