17 institutions reported holding $381.8M of PROFESIONALLY MANAGED PORTFO (CAML) in SEC 13F filings for 2026-06-30. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($358.8M), Nuveen, LLC ($8.9M), OSAIC HOLDINGS, INC. ($6.3M), CONGRESS ASSET MANAGEMENT CO ($2.7M), HighTower Advisors, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $358.8M | 9.0M | Trimmed |
| 2 | Nuveen, LLC | $8.9M | 223,284 | New |
| 3 | OSAIC HOLDINGS, INC. | $6.3M | 158,629 | Trimmed |
| 4 | CONGRESS ASSET MANAGEMENT CO | $2.7M | 66,771 | Trimmed |
| 5 | HighTower Advisors, LLC | $1.2M | 30,337 | Added |
| 6 | HRT FINANCIAL LP | $1.1M | 26,823 | New |
| 7 | Advyzon Investment Management, LLC | $814,516 | 20,360 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $800,914 | 20,020 | Hold |
| 9 | FLOW TRADERS U.S. LLC | $431,000 | 10,773 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $357,331 | 8,932 | New |
| 11 | UBS Group AG | $144,101 | 3,602 | Added |
| 12 | JPMORGAN CHASE & CO | $143,709 | 3,645 | Trimmed |
| 13 | MORGAN STANLEY | $46,167 | 1,154 | Trimmed |
| 14 | Blue Trust, Inc. | $11,882 | 297 | New |
| 15 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 16 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 17 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30