Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / JENSEN QUALITY
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
624,767
-
Shares change
-
+124,382
-
Total reported value, excl. options
-
$16,550,739
-
Value change
-
+$3,313,743
-
Number of buys
-
9
-
Number of sells
-
-7
-
Price
-
$26.51
Significant Holders of TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY (JGRW) as of Q2 2025
19 filings reported holding JGRW - TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY as of Q2 2025.
TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY (JGRW) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 624,767 shares
.
Largest 10 shareholders include SOL Capital Management CO (224,755 shares), DMKC Advisory Services, LLC (92,134 shares), KELLEHER FINANCIAL ADVISORS (64,037 shares), Hamilton Point Investment Advisors, LLC (50,394 shares), HighTower Advisors, LLC (48,170 shares), Snowden Capital Advisors LLC (29,663 shares), OneAscent Financial Services LLC (24,744 shares), CAPTRUST FINANCIAL ADVISORS (18,726 shares), Clearstead Trust, LLC (18,378 shares), and Bill Few Associates, Inc. (18,087 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.