Who owns TGRT (TGRT)
Which tracked institutional funds hold TGRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TGRT 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.
How the tape is positioned
10 tracked funds added or opened TGRT while 7 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
TGRT’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TGRT 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 38 tracked filers holding TGRT, 26 increased or opened the position and 12 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 TGRT 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 2
- MORGAN STANLEY$40M
- JANE STREET GROUP, LLC$602K
Full exits 1
- FLAGSHIP WEALTH ADVISORS, LLC$5M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$70M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Cetera Investment Advisers$1M
- OneDigital Investment Advisors LLC$848K
- Northwest Wealth Advisors, LLC$677K
Largest trims
- Mason Investment Advisory Services, Inc.$18M
- LPL Financial LLC$6M
- Private Advisor Group, LLC$3M
- WELLS FARGO & COMPANY/MN$941K
- Cambridge Investment Research Advisors, Inc.$371K
- OSAIC HOLDINGS, INC.$350K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ added | 12,220,083 | $481M | 54.8% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. added | 5,616,586 | $221M | 25.1% | 2026-Q1 |
| LPL Financial LLC added | 1,276,159 | $50M | 5.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,011,697 | $40M | 4.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 573,981 | $23M | 2.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 350,410 | $14M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 298,062 | $12M | 1.3% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 109,900 | $4M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 98,186 | $4M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 90,713 | $4M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 71,056 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 70,541 | $3M | 0.3% | 2026-Q1 |
| KWB Wealth | 52,435 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 53,532 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 45,437 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 31,897 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,314 | $602K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 14,799 | $582K | 0.1% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 10,458 | $435K | 0.0% | 2026-Q1 |
| Vertex Planning Partners, LLC | 9,878 | $388K | 0.0% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP new | 9,565 | $376K | 0.0% | 2026-Q1 |
| Arkadios Wealth Advisors new | 9,493 | $373K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC added | 8,468 | $333K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 7,626 | $300K | 0.0% | 2026-Q1 |
| Keystone Financial Group trimmed | 7,570 | $298K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 6,962 | $274K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 3,466 | $136K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 2,743 | $104K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,702 | $67K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 1,550 | $61K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,360 | $53K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC | 1,286 | $51K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 810 | $32K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 736 | $29K | 0.0% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA | 731 | $29K | 0.0% | 2026-Q1 |
| Tradewinds Capital Management, LLC new | 131 | $5K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC new | 79 | $3K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 2 | $79 | 0.0% | 2026-Q1 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 112,710 | $5M | 0.6% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 63,619 | $3M | 0.3% | 2025-Q3 stale |
| DHK Financial Advisors, Inc. | 19,528 | $789K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,619 | $249K | 0.0% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC added | 4,943 | $219K | 0.0% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. new | 4,850 | $215K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 2,179 | $96K | 0.0% | 2025-Q4 stale |
| Plante Moran Financial Advisors, LLC new | 1,097 | $38K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.
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.