13F Insight
DOSSIER · 13F Holders · Q2 2026
CAFX

PROFESIONALLY MANAGED PORTFO

26 institutions still hold PROFESIONALLY MANAGED PORTFO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74316P587·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$144M
visible holders
Holders
26
filers reporting
Concentration
44.42%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported CAFX in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 44.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$64M2.6M0.02%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$26M1.0M0.03%Q2 202603
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$20M829K0.10%Q2 202604
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M367K0.02%Q2 202605
LPL Financial LLC
CIK 0001403438
$3M141K0.00%Q2 202606
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$3M128K0.17%Q2 202607
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$3M104K0.03%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M104K0.00%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M101K0.00%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$2M92K0.00%Q2 202611
Transamerica Financial Advisors, LLC
CIK 0001502149
$1M49K0.10%Q2 202612
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M48K0.04%Q1 202613
Kestra Investment Management, LLC
CIK 0001962449
$1M48K0.02%Q2 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$1M47K0.00%Q2 202615
Essex Bank
CIK 0001752212
$1M46K0.24%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$785K32K0.00%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$603K24K0.00%Q2 202618
Snowden Capital Advisors LLC
CIK 0001903055
$594K24K0.01%Q2 202619
PARK AVENUE SECURITIES LLC
CIK 0001071640
$396K16K0.00%Q1 202620
Farther Finance Advisors, LLC
CIK 0001992825
$350K14K0.00%Q2 2026
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