JGRO

—

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$91.12

+2.94 (+3.33%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding JGRO · 2026-Q1 methodology → sources →

349 holders

FUNDJPMorgan Active Growth ETFA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

72,392,324

Reporting holders

349

% of shares outstanding is not shown for JGRO: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register98.3%340 active filers

Index / screened out1.7%9 filers

Reporting holders3492026-Q1

Top-10 concentration58.6%

HHI0.0598

Effective holders16.7

Crowding percentile—

Crowding percentile withheld — no market cap for JGRO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 349 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	13,128,93913.1M	$1.1B	—	—
2	LPL Financial LLC	7,301,9937.3M	$617M	—	ADD 5%
3	AMERIPRISE FINANCIAL INC	4,668,5744.7M	$395M	—	—
4	CAPTRUST FINANCIAL ADVISORS	4,292,8434.3M	$363M	—	ADD 10%
5	RAYMOND JAMES FINANCIAL INC	3,325,8143.3M	$281M	—	ADD 44%
6	JONES FINANCIAL COMPANIES LLLP	2,930,2432.9M	$240M	—	ADD 18%
7	BANK OF AMERICA CORP /DE/	2,231,5762.2M	$189M	—	ADD 14%
8	COMMONWEALTH EQUITY SERVICES, LLC	1,569,3021.6M	$133M	—	ADD 9%
9	Janney Montgomery Scott LLC	1,558,3761.6M	$132M	—	TRIM -2%
10	CWM, LLC	1,405,2481.4M	$119M	—	TRIM -3%
11	ROYAL BANK OF CANADA	1,348,5301.3M	$114M	—	ADD 6%
12	UBS Group AG	1,266,5051.3M	$107M	—	—
13	ENVESTNET ASSET MANAGEMENT INC	1,234,4421.2M	$104M	—	ADD 11%
14	Cetera Investment Advisers	1,196,2061.2M	$101M	—	ADD 123%
15	WELLS FARGO & COMPANY/MN	909,712909,712	$77M	—	ADD 71%
16	Avior Wealth Management, LLC	793,135793,135	$67M	—	—
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	813,173813,173	$66M	—	TRIM -6%
18	OSAIC HOLDINGS, INC.	722,210722,210	$61M	—	TRIM -6%
19	Goldstein Advisors, LLC	678,390678,390	$57M	—	ADD 5%
20	Focus Partners Wealth	669,406669,406	$57M	—	—
21	American Trust	604,032604,032	$51M	—	ADD 5%
22	GGM Financial LLC	601,161601,161	$51M	—	ADD 11%
23	Provenance Wealth Advisors, LLC	558,867558,867	$47M	—	TRIM -4%
24	GREAT VALLEY ADVISOR GROUP, INC.	550,429550,429	$47M	—	TRIM -3%
25	CARY STREET PARTNERS FINANCIAL LLC	524,474524,474	$44M	—	ADD 9%
26	Vestmark Advisory Solutions, Inc.	523,889523,889	$44M	—	TRIM -14%
27	STIFEL FINANCIAL CORP	521,998521,998	$44M	—	—
28	STEPH & CO	517,947517,947	$44M	—	ADD 4%
29	Private Advisor Group, LLC	479,593479,593	$41M	—	ADD 18%
30	Stratos Wealth Partners, LTD.	458,988458,988	$39M	—	—
31	Berman McAleer LLC	453,276453,276	$38M	—	ADD 3%
32	DAYMARK WEALTH PARTNERS, LLC	445,778445,778	$38M	—	ADD 6%
33	AlphaCore Capital LLC	439,640439,640	$37M	—	ADD 27%
34	Trust Co	421,866421,866	$36M	—	ADD 5%
35	Bank of New York Mellon Corp	408,564408,564	$35M	—	TRIM -13%
36	HUB Investment Partners, LLC	404,453404,453	$34M	—	ADD 24%
37	FMR LLC	389,605389,605	$33M	—	—
38	HighTower Advisors, LLC	369,434369,434	$31M	—	ADD 3%
39	Integrated Wealth Concepts LLC	357,993357,993	$30M	—	ADD 211%
40	Frontier Asset Management, LLC	357,252357,252	$30M	—	ADD 11%
41	Aprio Wealth Management, LLC	326,607326,607	$28M	—	ADD 4%
42	Sequoia Financial Advisors, LLC	307,936307,936	$26M	—	TRIM -8%
43	Mariner, LLC	296,242296,242	$25M	—	TRIM -9%
44	Advantage Trust Co	285,609285,609	$24M	—	ADD 3%
45	MML INVESTORS SERVICES, LLC	263,071263,071	$22M	—	TRIM -21%
46	Crumly & Associates Inc.	253,779253,779	$21M	—	TRIM -12%
47	WealthPlan Investment Management, LLC	243,522243,522	$21M	—	ADD 60%
48	ORRSTOWN FINANCIAL SERVICES INC	234,992234,992	$20M	—	ADD 9%
49	PNC FINANCIAL SERVICES GROUP, INC.	215,646215,646	$18M	—	ADD 9%
50	Arlington Financial Advisors, LLC	211,610211,610	$18M	—	ADD 10%
51	CORRECT CAPITAL WEALTH MANAGEMENT	208,215208,215	$18M	—	TRIM -73%
52	Rockefeller Capital Management L.P.	200,501200,501	$17M	—	TRIM -22%
53	Kestra Advisory Services, LLC	196,395196,395	$17M	—	TRIM -4%
54	Tradition Wealth Management, LLC	195,610195,610	$17M	—	ADD 6%
55	Wagner Wealth Management, LLC	194,940194,940	$16M	—	ADD 3%
56	Cambridge Investment Research Advisors, Inc.	194,490194,490	$16M	—	TRIM -5%
57	Arkadios Wealth Advisors	193,170193,170	$16M	—	ADD 6095%
58	D.A. DAVIDSON & CO.	183,169183,169	$15M	—	—
59	Sprinkle Financial Consultants LLC	181,868181,868	$15M	—	ADD 4%
60	Allegheny Financial Group	172,227172,227	$15M	—	ADD 68%
61	Resolute Wealth Strategies, LLC	160,789160,789	$14M	—	ADD 6%
62	&PARTNERS	145,063145,063	$12M	—	ADD 148%
63	Welch Financial Planning, LLC	138,201138,201	$12M	—	ADD 3%
64	Foundry Financial Group, Inc.	136,156136,156	$12M	—	ADD 16%
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	124,022124,022	$10M	—	NEW
66	Venture Visionary Partners LLC	114,663114,663	$10M	—	TRIM -40%
67	MN Wealth Advisors, LLC	109,585109,585	$9M	—	TRIM -11%
68	PENOBSCOT WEALTH MANAGEMENT	107,844107,844	$9M	—	ADD 6%
69	Greenbush Financial Group, LLC	105,696105,696	$9M	—	TRIM -20%
70	Equitable Holdings, Inc.	98,96398,963	$9M	—	ADD 101%
71	Strategic Blueprint, LLC	99,91299,912	$8M	—	ADD 6%
72	Beaumont Financial Advisors, LLC	99,24699,246	$8M	—	TRIM -72%
73	Patriot Financial Group Insurance Agency, LLC	98,75098,750	$8M	—	ADD 101%
74	KEYVANTAGE WEALTH, LLC	97,91897,918	$8M	—	TRIM -8%
75	Western Wealth Management, LLC	96,14396,143	$8M	—	ADD 3%
76	Geneos Wealth Management Inc.	90,70490,704	$8M	—	TRIM -32%
77	Selby Wealth Management, LLC	87,68987,689	$7M	—	—
78	EXCHANGE TRADED CONCEPTS, LLC	86,81486,814	$7M	—	ADD 20%
79	Guided Capital Wealth Management, LLC	86,47486,474	$7M	—	TRIM -3%
80	Strategic Financial Concepts, LLC	85,41585,415	$7M	—	ADD 1319%
81	NATIXIS ADVISORS, LLC	80,30380,303	$7M	—	ADD 21%
82	LexAurum Advisors, LLC	80,19980,199	$7M	—	NEW
83	Alpha Advisors, LLC/VA	78,80178,801	$7M	—	TRIM -3%
84	Kingsview Wealth Management, LLC	78,21278,212	$7M	—	ADD 135%
85	SAGESPRING WEALTH PARTNERS, LLC	76,00976,009	$6M	—	ADD 2528%
86	Aurdan Capital Management, LLC	75,91975,919	$6M	—	ADD 14%
87	WCG Wealth Advisors LLC	74,85474,854	$6M	—	TRIM -3%
88	MGO ONE SEVEN LLC	74,16474,164	$6M	—	—
89	Formidable Asset Management, LLC	66,74966,749	$6M	—	ADD 4%
90	Perigon Wealth Management, LLC	68,52368,523	$6M	—	—
91	Founders Financial Alliance, LLC	67,44067,440	$6M	—	ADD 5%
92	Corient Private Wealth LLC	64,98464,984	$5M	—	TRIM -43%
93	YARGER WEALTH STRATEGIES, LLC	64,52164,521	$5M	—	TRIM -7%
94	Modern Wealth Management, LLC	63,75063,750	$5M	—	ADD 5%
95	CreativeOne Wealth, LLC	64,02364,023	$5M	—	TRIM -11%
96	Visionary Wealth Advisors	61,68661,686	$5M	—	TRIM -4%
97	Echo Wealth Management, LLC	56,69456,694	$5M	—	TRIM -15%
98	Argent Trust Co	56,20256,202	$5M	—	—
99	IHT Wealth Management, LLC	56,07256,072	$5M	—	ADD 52%
100	STEPHENS INC /AR/	56,06856,068	$5M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 210 bought / 137 sold · net +3,824,802 shares · 10.0d of ADV

Bought210 filers

Shares: 6,588,728
Value: $557M
Opened: 34 · 468,253 sh
Days of ADV: 17.2d

Sold137 filers

Shares: 2,763,926
Value: $234M
Closed: 35 · 312,627 sh
Days of ADV: 7.2d

Net (all filers) +3,824,802 sh · $323M · 5.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JPMORGAN CHASE & CO

8.5M

8.6M

9.4M

20.9M

12.9M

13.1M

$1.1B

LPL Financial LLC

3.6M

4.4M

5.5M

6.0M

6.9M

7.3M

$617M

AMERIPRISE FINANCIAL INC

3.5M

4.3M

4.1M

4.2M

4.6M

4.7M

$395M

CAPTRUST FINANCIAL ADVISORS

3.2M

3.4M

3.6M

3.7M

3.9M

4.3M

$363M

RAYMOND JAMES FINANCIAL INC

1.1M

1.5M

1.9M

2.3M

3.3M

$281M

JONES FINANCIAL COMPANIES LLLP

494K

945K

1.8M

2.1M

2.5M

2.9M

$240M

BANK OF AMERICA CORP /DE/

589K

1.5M

1.6M

1.9M

2.0M

2.2M

$189M

COMMONWEALTH EQUITY SERVICES, LLC

1.1M

1.2M

1.4M

1.3M

1.4M

1.6M

$133M

Janney Montgomery Scott LLC

958K

1.3M

1.5M

1.6M

$132M

CWM, LLC

1000K

1.3M

1.4M

1.5M

1.4M

$119M

ROYAL BANK OF CANADA

975K

1.1M

1.9M

1.0M

1.3M

$114M

UBS Group AG

1.1M

1.3M

$107M

ENVESTNET ASSET MANAGEMENT INC

998K

1.1M

913K

980K

1.1M

1.2M

$104M

Cetera Investment Advisers

182K

248K

298K

472K

536K

1.2M

$101M

WELLS FARGO & COMPANY/MN

915

175K

359K

532K

910K

$77M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	349	72,392,324	—	$6.1B
2025-Q4	350	68,567,522	—	$6.4B
2025-Q3	301	72,085,475	—	$6.8B
2025-Q2

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding JGRO · 2026-Q1 methodology → sources →

349 holders

% of shares outstanding held

—

Shares held (13F)

72,392,324

Reporting holders

349

Active share of register98.3%340 active filers

Index / screened out1.7%9 filers

Reporting holders3492026-Q1

Top-10 concentration58.6%

HHI0.0598

Effective holders16.7

Crowding percentile—

Crowding percentile withheld — no market cap for JGRO in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 349 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	13,128,93913.1M	$1.1B	—	—
2	LPL Financial LLC	7,301,9937.3M	$617M	—	ADD 5%
3	AMERIPRISE FINANCIAL INC	4,668,5744.7M	$395M	—	—
4	CAPTRUST FINANCIAL ADVISORS	4,292,8434.3M	$363M	—	ADD 10%
5	RAYMOND JAMES FINANCIAL INC	3,325,8143.3M	$281M	—	ADD 44%
6	JONES FINANCIAL COMPANIES LLLP	2,930,2432.9M	$240M	—	ADD 18%
7	BANK OF AMERICA CORP /DE/	2,231,5762.2M	$189M	—	ADD 14%
8	COMMONWEALTH EQUITY SERVICES, LLC	1,569,3021.6M	$133M	—	ADD 9%
9	Janney Montgomery Scott LLC	1,558,3761.6M	$132M	—	TRIM -2%
10	CWM, LLC	1,405,2481.4M	$119M	—	TRIM -3%
11	ROYAL BANK OF CANADA	1,348,5301.3M	$114M	—	ADD 6%
12	UBS Group AG	1,266,5051.3M	$107M	—	—
13	ENVESTNET ASSET MANAGEMENT INC	1,234,4421.2M	$104M	—	ADD 11%
14	Cetera Investment Advisers	1,196,2061.2M	$101M	—	ADD 123%
15	WELLS FARGO & COMPANY/MN	909,712909,712	$77M	—	ADD 71%
16	Avior Wealth Management, LLC	793,135793,135	$67M	—	—
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	813,173813,173	$66M	—	TRIM -6%
18	OSAIC HOLDINGS, INC.	722,210722,210	$61M	—	TRIM -6%
19	Goldstein Advisors, LLC	678,390678,390	$57M	—	ADD 5%
20	Focus Partners Wealth	669,406669,406	$57M	—	—
21	American Trust	604,032604,032	$51M	—	ADD 5%
22	GGM Financial LLC	601,161601,161	$51M	—	ADD 11%
23	Provenance Wealth Advisors, LLC	558,867558,867	$47M	—	TRIM -4%
24	GREAT VALLEY ADVISOR GROUP, INC.	550,429550,429	$47M	—	TRIM -3%
25	CARY STREET PARTNERS FINANCIAL LLC	524,474524,474	$44M	—	ADD 9%
26	Vestmark Advisory Solutions, Inc.	523,889523,889	$44M	—	TRIM -14%
27	STIFEL FINANCIAL CORP	521,998521,998	$44M	—	—
28	STEPH & CO	517,947517,947	$44M	—	ADD 4%
29	Private Advisor Group, LLC	479,593479,593	$41M	—	ADD 18%
30	Stratos Wealth Partners, LTD.	458,988458,988	$39M	—	—
31	Berman McAleer LLC	453,276453,276	$38M	—	ADD 3%
32	DAYMARK WEALTH PARTNERS, LLC	445,778445,778	$38M	—	ADD 6%
33	AlphaCore Capital LLC	439,640439,640	$37M	—	ADD 27%
34	Trust Co	421,866421,866	$36M	—	ADD 5%
35	Bank of New York Mellon Corp	408,564408,564	$35M	—	TRIM -13%
36	HUB Investment Partners, LLC	404,453404,453	$34M	—	ADD 24%
37	FMR LLC	389,605389,605	$33M	—	—
38	HighTower Advisors, LLC	369,434369,434	$31M	—	ADD 3%
39	Integrated Wealth Concepts LLC	357,993357,993	$30M	—	ADD 211%
40	Frontier Asset Management, LLC	357,252357,252	$30M	—	ADD 11%
41	Aprio Wealth Management, LLC	326,607326,607	$28M	—	ADD 4%
42	Sequoia Financial Advisors, LLC	307,936307,936	$26M	—	TRIM -8%
43	Mariner, LLC	296,242296,242	$25M	—	TRIM -9%
44	Advantage Trust Co	285,609285,609	$24M	—	ADD 3%
45	MML INVESTORS SERVICES, LLC	263,071263,071	$22M	—	TRIM -21%
46	Crumly & Associates Inc.	253,779253,779	$21M	—	TRIM -12%
47	WealthPlan Investment Management, LLC	243,522243,522	$21M	—	ADD 60%
48	ORRSTOWN FINANCIAL SERVICES INC	234,992234,992	$20M	—	ADD 9%
49	PNC FINANCIAL SERVICES GROUP, INC.	215,646215,646	$18M	—	ADD 9%
50	Arlington Financial Advisors, LLC	211,610211,610	$18M	—	ADD 10%
51	CORRECT CAPITAL WEALTH MANAGEMENT	208,215208,215	$18M	—	TRIM -73%
52	Rockefeller Capital Management L.P.	200,501200,501	$17M	—	TRIM -22%
53	Kestra Advisory Services, LLC	196,395196,395	$17M	—	TRIM -4%
54	Tradition Wealth Management, LLC	195,610195,610	$17M	—	ADD 6%
55	Wagner Wealth Management, LLC	194,940194,940	$16M	—	ADD 3%
56	Cambridge Investment Research Advisors, Inc.	194,490194,490	$16M	—	TRIM -5%
57	Arkadios Wealth Advisors	193,170193,170	$16M	—	ADD 6095%
58	D.A. DAVIDSON & CO.	183,169183,169	$15M	—	—
59	Sprinkle Financial Consultants LLC	181,868181,868	$15M	—	ADD 4%
60	Allegheny Financial Group	172,227172,227	$15M	—	ADD 68%
61	Resolute Wealth Strategies, LLC	160,789160,789	$14M	—	ADD 6%
62	&PARTNERS	145,063145,063	$12M	—	ADD 148%
63	Welch Financial Planning, LLC	138,201138,201	$12M	—	ADD 3%
64	Foundry Financial Group, Inc.	136,156136,156	$12M	—	ADD 16%
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	124,022124,022	$10M	—	NEW
66	Venture Visionary Partners LLC	114,663114,663	$10M	—	TRIM -40%
67	MN Wealth Advisors, LLC	109,585109,585	$9M	—	TRIM -11%
68	PENOBSCOT WEALTH MANAGEMENT	107,844107,844	$9M	—	ADD 6%
69	Greenbush Financial Group, LLC	105,696105,696	$9M	—	TRIM -20%
70	Equitable Holdings, Inc.	98,96398,963	$9M	—	ADD 101%
71	Strategic Blueprint, LLC	99,91299,912	$8M	—	ADD 6%
72	Beaumont Financial Advisors, LLC	99,24699,246	$8M	—	TRIM -72%
73	Patriot Financial Group Insurance Agency, LLC	98,75098,750	$8M	—	ADD 101%
74	KEYVANTAGE WEALTH, LLC	97,91897,918	$8M	—	TRIM -8%
75	Western Wealth Management, LLC	96,14396,143	$8M	—	ADD 3%
76	Geneos Wealth Management Inc.	90,70490,704	$8M	—	TRIM -32%
77	Selby Wealth Management, LLC	87,68987,689	$7M	—	—
78	EXCHANGE TRADED CONCEPTS, LLC	86,81486,814	$7M	—	ADD 20%
79	Guided Capital Wealth Management, LLC	86,47486,474	$7M	—	TRIM -3%
80	Strategic Financial Concepts, LLC	85,41585,415	$7M	—	ADD 1319%
81	NATIXIS ADVISORS, LLC	80,30380,303	$7M	—	ADD 21%
82	LexAurum Advisors, LLC	80,19980,199	$7M	—	NEW
83	Alpha Advisors, LLC/VA	78,80178,801	$7M	—	TRIM -3%
84	Kingsview Wealth Management, LLC	78,21278,212	$7M	—	ADD 135%
85	SAGESPRING WEALTH PARTNERS, LLC	76,00976,009	$6M	—	ADD 2528%
86	Aurdan Capital Management, LLC	75,91975,919	$6M	—	ADD 14%
87	WCG Wealth Advisors LLC	74,85474,854	$6M	—	TRIM -3%
88	MGO ONE SEVEN LLC	74,16474,164	$6M	—	—
89	Formidable Asset Management, LLC	66,74966,749	$6M	—	ADD 4%
90	Perigon Wealth Management, LLC	68,52368,523	$6M	—	—
91	Founders Financial Alliance, LLC	67,44067,440	$6M	—	ADD 5%
92	Corient Private Wealth LLC	64,98464,984	$5M	—	TRIM -43%
93	YARGER WEALTH STRATEGIES, LLC	64,52164,521	$5M	—	TRIM -7%
94	Modern Wealth Management, LLC	63,75063,750	$5M	—	ADD 5%
95	CreativeOne Wealth, LLC	64,02364,023	$5M	—	TRIM -11%
96	Visionary Wealth Advisors	61,68661,686	$5M	—	TRIM -4%
97	Echo Wealth Management, LLC	56,69456,694	$5M	—	TRIM -15%
98	Argent Trust Co	56,20256,202	$5M	—	—
99	IHT Wealth Management, LLC	56,07256,072	$5M	—	ADD 52%
100	STEPHENS INC /AR/	56,06856,068	$5M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 210 bought / 137 sold · net +3,824,802 shares · 10.0d of ADV

Bought210 filers

Shares: 6,588,728
Value: $557M
Opened: 34 · 468,253 sh
Days of ADV: 17.2d

Sold137 filers

Shares: 2,763,926
Value: $234M
Closed: 35 · 312,627 sh
Days of ADV: 7.2d

Net (all filers) +3,824,802 sh · $323M · 5.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JPMORGAN CHASE & CO

8.5M

8.6M

9.4M

20.9M

12.9M

13.1M

$1.1B

LPL Financial LLC

3.6M

4.4M

5.5M

6.0M

6.9M

7.3M

$617M

AMERIPRISE FINANCIAL INC

3.5M

4.3M

4.1M

4.2M

4.6M

4.7M

$395M

CAPTRUST FINANCIAL ADVISORS

3.2M

3.4M

3.6M

3.7M

3.9M

4.3M

$363M

RAYMOND JAMES FINANCIAL INC

1.1M

1.5M

1.9M

2.3M

3.3M

$281M

JONES FINANCIAL COMPANIES LLLP

494K

945K

1.8M

2.1M

2.5M

2.9M

$240M

BANK OF AMERICA CORP /DE/

589K

1.5M

1.6M

1.9M

2.0M

2.2M

$189M

COMMONWEALTH EQUITY SERVICES, LLC

1.1M

1.2M

1.4M

1.3M

1.4M

1.6M

$133M

Janney Montgomery Scott LLC

958K

1.3M

1.5M

1.6M

$132M

CWM, LLC

1000K

1.3M

1.4M

1.5M

1.4M

$119M

ROYAL BANK OF CANADA

975K

1.1M

1.9M

1.0M

1.3M

$114M

UBS Group AG

1.1M

1.3M

$107M

ENVESTNET ASSET MANAGEMENT INC

998K

1.1M

913K

980K

1.1M

1.2M

$104M

Cetera Investment Advisers

182K

248K

298K

472K

536K

1.2M

$101M

WELLS FARGO & COMPANY/MN

915

175K

359K

532K

910K

$77M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	349	72,392,324	—	$6.1B
2025-Q4	350	68,567,522	—	$6.4B
2025-Q3	301	72,085,475	—	$6.8B
2025-Q2

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13F

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Institutional ownership· 13F filers holding JGRO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding JGRO · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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JGRO