Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on TGRT is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 2 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 49 tracked filers holding TGRT, 36 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 2026-Q1 and 2026-Q2 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 4
- INDEPENDENT FINANCIAL GROUP, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GOLDMAN SACHS GROUP INC$783K
- ROYAL BANK OF CANADA$599K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- LPL Financial LLC$248M
- PRICE T ROWE ASSOCIATES INC /MD/$129M
- Mason Investment Advisory Services, Inc.$37M
- MORGAN STANLEY$13M
- Private Advisor Group, LLC$3M
- AMERIPRISE FINANCIAL INC$3M
Largest trims
- JANE STREET GROUP, LLC$323K
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 | 13,349,402 | $610M | 45.7% | 2026-Q2 |
| LPL Financial LLC added | 6,511,810 | $298M | 22.3% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. added | 5,646,517 | $258M | 19.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,143,705 | $52M | 3.9% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 557,359 | $25M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 369,482 | $17M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 321,872 | $15M | 1.1% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 147,514 | $7M | 0.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 136,775 | $6M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 129,130 | $6M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 127,455 | $6M | 0.4% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 113,526 | $5M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 101,323 | $5M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 74,707 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 71,265 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 71,008 | $3M | 0.2% | 2026-Q2 |
| KWB Wealth added | 68,743 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,815 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,122 | $783K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 16,433 | $751K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 13,478 | $616K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 13,094 | $599K | 0.0% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 11,544 | $528K | 0.0% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 10,458 | $478K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,891 | $452K | 0.0% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP | 9,565 | $437K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 9,274 | $424K | 0.0% | 2026-Q2 |
| WIN ADVISORS, INC new | 9,154 | $419K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC new | 8,600 | $393K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 8,583 | $392K | 0.0% | 2026-Q2 |
| Keystone Financial Group | 7,570 | $346K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 6,989 | $320K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,102 | $279K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 4,850 | $222K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 3,983 | $182K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 2,886 | $132K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 1,280 | $59K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 1,128 | $52K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 874 | $40K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 810 | $37K | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA | 731 | $33K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 729 | $33K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 371 | $17K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 364 | $16K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 261 | $11K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 131 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 102 | $5K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 79 | $4K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 40 | $2K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 53,532 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 3,466 | $136K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 1,360 | $53K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 1,286 | $51K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 736 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 2 | $79 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| DHK Financial Advisors, Inc. | 19,528 | $789K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.