Among active 13F managers last quarter, 4 opened and 6 added, while 1 reduced; the largest holder to move was Price T Rowe Associates Inc (+9.2%).
45 tracked 13F filers disclose a position in TGRT as of the latest SEC 13F filings, a combined $1.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Price T Rowe Associates Inc | 13.3M | $610.3M | ▲+9.2% Added · +1.1M sh | Q2 2026 | |
| 2 | Mason Investment Advisory Services, Inc. | 5.6M | $220.8M | ▲+4.2% Added · +225K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.3M | $50.2M | ▲+1.4% Added · +18K sh | Q1 2026 | |
| 4 | Morgan Stanley | 1.0M | $39.8M | ▲New +1.0M sh | Q1 2026 | |
| 5 | OneDigital Investment Advisors LLC | 574K | $22.6M | ▲+17% Added · +83K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | 369K | $16.9M | ▲+5.4% Added · +19K sh | Q2 2026 | |
| 7 | Ameriprise Financial Inc | 298K | $11.7M | ▲+17% Added · +44K sh | Q1 2026 | |
| 8 | Northwest Wealth Advisors, LLC | 148K | $6.7M | ▲+34% Added · +38K sh | Q2 2026 | |
| 9 | Independent Financial Group, LLC | 137K | $6.3M | ▲New +137K sh | Q2 2026 | |
| 10 | Flagship Wealth Advisors, LLC | 114K | $5.2M | ▲+26% Added · +23K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 98K | $3.9M | ▲+60% Added · +37K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 91K | $3.6M | ▲+59% Added · +34K sh | Q1 2026 | |
| 13 | Commonwealth Equity Services, LLC | 71K | $2.8M | ▲+209% Added · +48K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 71K | $2.8M | ▼~0% Reduced · −30 sh | Q1 2026 | |
| 15 | KWB Wealth | 69K | $3.1M | ▲+31% Added · +16K sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 45K | $1.7M | ▲+59% Added · +17K sh | Q1 2026 | |
| 17 | Raymond James Financial Inc | 32K | $1.3M | ▲+10% Added · +3K sh | Q1 2026 | |
| 18 | Citadel Advisors LLC | 16K | $751K | ▲+11% Added · +2K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 15K | $602K | ▲New +15K sh | Q1 2026 | |
| 20 | Arkadios Wealth Advisors | 13K | $616K | ▲+42% Added · +4K sh | Q2 2026 | |
| 21 | Vertex Planning Partners, LLC | 12K | $528K | ▲+17% Added · +2K sh | Q2 2026 | |
| 22 | Jackson Thornton Wealth Management, LLC | 10K | $478K | —Held | Q2 2026 | |
| 23 | Money Concepts Capital Corp | 10K | $437K | —Held | Q2 2026 | |
| 24 | GeoWealth Management, LLC | 9K | $424K | ▲+9.5% Added · +806 sh | Q2 2026 | |
| 25 | Win Advisors, Inc | 9K | $419K | ▲New +9K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in TGRT and 6 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 14 funds | $49.1B |
| Alphabet Inc-CL AGOOGL | 14 funds | $37.5B |
| Broadcom IncAVGO | 14 funds | $32.6B |
| Amazon.com IncAMZN | 14 funds | $28.9B |
| Alphabet Inc-CL CGOOG | 14 funds | $22.0B |
| Advanced Micro DevicesAMD | 14 funds | $22.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $5.6B |
| Cisco Systems IncCSCO | 14 funds | $5.5B |
| Costco Wholesale CorpCOST | 14 funds | $2.5B |
| Ste STR SPDR PT S&P 500 ETFSPYM | 14 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $702.2M |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $450.4M |
Ranked by how many of TGRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TGRT.
No filings captured for this ticker in the live stream yet.
Connected entities for TGRT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TGRT/capital-change-brief"
Use Arkolith's capital_change_brief for TGRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TGRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.