38 tracked 13F filers disclose a position in TGRT as of the latest SEC 13F filings, a combined $885.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $480.9M | 12.2M | ▲+32% Added · +3.0M sh | Q1 2026 | |
| 2 | Mason Investment Advisory Services, Inc. | $220.8M | 5.6M | ▲+4.2% Added · +225K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $50.2M | 1.3M | ▲+1.4% Added · +18K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $39.8M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 5 | OneDigital Investment Advisors LLC | $22.6M | 574K | ▲+17% Added · +83K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $16.9M | 369K | ▲+5.4% Added · +19K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $11.7M | 298K | ▲+17% Added · +44K sh | Q1 2026 | |
| 8 | Northwest Wealth Advisors, LLC | $6.7M | 148K | ▲+34% Added · +38K sh | Q2 2026 | |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $6.3M | 137K | ▲New +137K sh | Q2 2026 | |
| 10 | FLAGSHIP WEALTH ADVISORS, LLC | $5.2M | 114K | ▲+26% Added · +23K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 98K | ▲+60% Added · +37K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $3.6M | 91K | ▲+59% Added · +34K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 71K | ▲+209% Added · +48K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $2.8M | 71K | ▼~0% Reduced · −30 sh | Q1 2026 | |
| 15 | KWB Wealth | $3.1M | 69K | ▲+31% Added · +16K sh | Q2 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 45K | ▲+59% Added · +17K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $1.3M | 32K | ▲+10% Added · +3K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $602K | 15K | ▲New +15K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $582K | 15K | ▲+9.4% Added · +1K sh | Q1 2026 | |
| 20 | Vertex Planning Partners, LLC | $388K | 10K | —Held | Q1 2026 | |
| 21 | MONEY CONCEPTS CAPITAL CORP | $437K | 10K | —Held | Q2 2026 | |
| 22 | Arkadios Wealth Advisors | $373K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | GeoWealth Management, LLC | $424K | 9K | ▲+9.5% Added · +806 sh | Q2 2026 | |
| 24 | WIN ADVISORS, INC | $419K | 9K | ▲New +9K sh | Q2 2026 | |
| 25 | RFG Advisory, LLC | $393K | 9K | ▲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, 3 funds opened a new position in TGRT and 5 added to an existing one, while 1 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 13 funds | $52.8B |
| ALPHABET INC-CL AGOOGL | 13 funds | $24.1B |
| ALPHABET INC-CL CGOOG | 13 funds | $20.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $5.4B |
| COSTCO WHOLESALE CORPCOST | 13 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $513.8M |
| NVIDIA CORPNVDA | 12 funds | $68.5B |
| MICROSOFT CORPMSFT | 12 funds | $44.6B |
| AMAZON.COM INCAMZN | 12 funds | $27.6B |
| BROADCOM INCAVGO | 12 funds | $27.3B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $20.0B |
| ELI LILLY & COLLY | 12 funds | $13.2B |
Ranked by how many of TGRT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TCAFmc | 277 funds | $4.3B |
| TCHPmc | 147 funds | $1.3B |
| TMSLmc | 142 funds | $1.2B |
| TDVGmc | 108 funds | $814.0M |
| TSPAmc | 106 funds | $1.6B |
| TFLRmc | 95 funds | $319.3M |
| TBUXULTRA SHRT TRM | 91 funds | $327.3M |
| TOUSMF Closed and MF Open | 65 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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.