Who Owns PROFESIONALLY MANAGED PORTFO (WAGN)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $16.5M of PROFESIONALLY MANAGED PORTFO (WAGN) in SEC 13F filings for 2026-06-30. Largest institutional holders: STIFEL FINANCIAL CORP ($4.6M), JANE STREET GROUP, LLC ($4.4M), Del-Sette Capital Management, LLC ($2.2M), Old Port Advisors ($1.5M), Belpointe Asset Management LLC ($808,504). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STIFEL FINANCIAL CORP | $4.6M | 337,138 | Added |
| 2 | JANE STREET GROUP, LLC | $4.4M | 321,818 | New |
| 3 | Del-Sette Capital Management, LLC | $2.2M | 163,315 | New |
| 4 | Old Port Advisors | $1.5M | 110,805 | New |
| 5 | Belpointe Asset Management LLC | $808,504 | 58,757 | Added |
| 6 | Wealthcare Advisory Partners LLC | $525,990 | 38,226 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $366,000 | 26,601 | Added |
| 8 | NWF Advisory Services Inc. | $357,072 | 25,950 | Added |
| 9 | OneDigital Investment Advisors LLC | $290,830 | 20,923 | Added |
| 10 | Tactive Advisors, LLC | $257,229 | 18,694 | New |
| 11 | CITADEL ADVISORS LLC | $215,413 | 15,655 | New |
| 12 | INVESTMENT HOUSE LLC | $170,817 | 12,414 | Added |
| 13 | OSAIC HOLDINGS, INC. | $168,190 | 12,100 | Hold |
| 14 | CAPTRUST FINANCIAL ADVISORS | $149,268 | 10,848 | Added |
| 15 | Glass Jacobson Investment Advisors llc | $130,352 | 9,473 | Added |
| 16 | UBS Group AG | $107,039 | 7,779 | New |
| 17 | Farther Finance Advisors, LLC | $58,380 | 4,200 | New |
| 18 | Hilltop National Bank | $36,877 | 2,680 | New |
| 19 | MORGAN STANLEY | $19,264 | 1,400 | New |
| 20 | Steward Partners Investment Advisory, LLC | $8,340 | 600 | New |
| 21 | BANK OF MONTREAL /CAN/ | $4,685 | 340 | New |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $0 | 0 | Exited |
| 23 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30