TRUST FOR PROFESSIONAL MANAG (JGRW)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
18
Reporting holders
$27.1M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JENSEN INVESTMENT MANAGEMENT INC | $14.8M | 544,862 | 0.36% | 3q | -5.2%-$810.1K |
| Cerity Partners LLC | $3.0M | 110,108 | 0.00% | 2q | -43.8%-$2.3M |
| Bill Few Associates, Inc. | $1.9M | 69,086 | 0.40% | 5q | -41.4%-$1.3M |
| ENTRUST FINANCIAL LLC | $1.6M | 57,765 | 1.02% | 3q | +3.5%+$52.3K |
| Hamilton Point Investment Advisors, LLC | $1.4M | 51,332 | 0.20% | 8q | -4.9%-$72.5K |
| DMKC Advisory Services, LLC | $1.4M | 50,647 | 0.26% | 7q | -56.2%-$1.8M |
| Snowden Capital Advisors LLC | $557.1K | 20,542 | 0.01% | 7q | -20.0%-$138.9K |
| KELLEHER FINANCIAL ADVISORS | $484.5K | 17,866 | 0.07% | 2q | -72.1%-$1.3M |
| OneAscent Financial Services LLC | $431.6K | 15,916 | 0.02% | 6q | -29.5%-$180.9K |
| Kestra Advisory Services, LLC | $364.9K | 13,455 | 0.00% | 2q | +36.9%+$98.4K |
| HighTower Advisors, LLC | $352.3K | 12,991 | 0.00% | 7q | -35.9%-$197.4K |
| Essex Financial Services, Inc. | $340.0K | 12,536 | 0.02% | 3q | -10.5%-$39.9K |
| CAPTRUST FINANCIAL ADVISORS | $302.3K | 11,147 | 0.00% | 7q | -26.2%-$107.6K |
| JPMORGAN CHASE & CO | $159.8K | 5,950 | 0.00% | new | NEW |
| Aberdeen Wealth Management LLC | $123.4K | 4,550 | 0.06% | new | NEW |
| Lodestone Wealth Management LLC | $22.9K | 845 | 0.01% | 3q | HELD |
| MCF Advisors LLC | $5.4K | 200 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $1.5K | 55 | 0.00% | 7q | HELD |
| HRT FINANCIAL LP | $1.3K | 48,728 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 18 | $27.1M | 999,853 | 2 | 2 | 11 | 0.0% |
| Q1 2026 | 21 | $33.9M | 1,388,005 | 6 | 4 | 7 | 0.0% |
| Q4 2025 | 19 | $27.9M | 1,031,908 | 6 | 5 | 5 | 0.0% |
| Q3 2025 | 17 | $12.3M | 451,948 | 1 | 5 | 7 | 0.0% |
| Q2 2025 | 15 | $9.9M | 374,786 | 1 | 5 | 6 | 0.0% |
| Q1 2025 | 16 | $51.3M | 2,015,034 | 5 | 6 | 3 | 0.0% |
| Q4 2024 | 14 | $50.7M | 1,957,752 | 11 | 2 | 0 | 0.0% |
| Q3 2024 | 2 | $1.3M | 48,919 | 2 | 0 | 0 | 0.0% |