Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (JGRW)

21 + Investors. Track Smart Money conviction in JGRW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — JGRW

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
21 hedge funds hold JGRW right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

11 buying13 selling
Last quarter: 13 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 8 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 57% entered in last year

■ 0% conviction (2yr+) ■ 43% medium ■ 57% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~6 new funds/quarter

6 → 1 → 2 → 8 → 6 new funds/Q
New funds entering each quarter: 1 → 2 → 8 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 67% of holders entered in last year

■ 0% veterans ■ 33% 1-2yr ■ 67% new
Of 21 current holders: 14 (67%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 21 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JGRW

In 2026 Q1, 11 hedge funds were net buyers of JGRW (6 opened a new position, 5 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 21.

Hedge Fund Ownership: JGRW

How many hedge funds hold JGRW — quarterly history vs. share price
Quarterly hedge fund ownership of JGRW vs. share price

Market Analysis: JGRW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JGRW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Trust for Professional Manag (JGRW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JGRW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
JGRW
+9.0%
SPY
+13.9%

JGRW outperformed SPY by -4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JGRW
-0.2%
SPY
+0.2%

Since the filing became public, JGRW outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JGRW
21 + Investors

Track Smart Money conviction in JGRW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 21 -
13F Shares 1M 1M -2.04%
Total Value $34M $38M -11.63%
New Positions 6 8 -2
Increased Positions 5 6 -1
Closed Positions 6 4 +2
Reduced Positions 7 4 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGRW

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Financial Highlights

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Institutional Holders (2026 Q1)

21 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JGRW. Verified SEC 13F-HR filings.

QUARTER:
Top 21 JGRW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DMKC Advisory Services, LLC 1.17% 115,650 $2.8M
2 Entrust Financial LLC 0.95% 55,838 $1.4M
3 Bill Few Associates, Inc. 0.69% 117,950 $2.9M
4 Kelleher Financial Advisors 0.43% 64,037 $1.7M
5 Jensen Investment Management Inc 0.28% 574,732 $14.0M
6 Hamilton Point Investment Advisors, LLC 0.20% 54,005 $1.3M
7 OneAscent Financial Services LLC 0.03% 22,586 $549K
8 Essex Financial Services, Inc. 0.02% 14,009 $341K
9 Snowden Capital Advisors LLC 0.02% 25,662 $624K
10 Lodestone Wealth Management LLC 0.01% 843 $21K
11 Cerity Partners LLC 0.01% 195,877 $4.8M
12 Kestra Advisory Services, LLC 0.00% 9,826 $239K
13 Captrust Financial Advisors 0.00% 15,114 $367K
14 HighTower Advisors, LLC 0.00% 20,270 $493K
15 DHJJ Financial Advisors, Ltd. 0.00% 55 $1K
16 MCF Advisors LLC 0.00% 200 $5K
17 Susquehanna International Group, LLP 0.00% 64,886 $1.6M
18 Citadel Advisors LLC 0.00% 13,784 $335K
19 Jane Street Group, LLC 0.00% 12,312 $299K
20 Goldman Sachs Group Inc 0.00% 8,968 $218K
21 UBS Group AG 0.00% 1,401 $34K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Trust for Professional Manag (JGRW)

What does the Smart Money Trend signal show for JGRW?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JGRW?

More sellers than buyers — 46% buying: Last quarter: 13 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JGRW holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 21 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JGRW?

Mostly new holders — 57% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Trust for Professional Manag (JGRW) following the 2026 Q1 hedge fund 13F filings?

As of today, JGRW has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), JGRW has gained +9.0% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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