DOSSIER · 13F Holders · Q1 2026
CAML

PROFESIONALLY MANAGED PORTFO

16 institutions still hold PROFESIONALLY MANAGED PORTFO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74316P637·16 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$340M
visible holders
Holders
16
filers reporting
Concentration
94.38%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported CAML in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 94.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$320M9.1M4.89%Q1 2026
02
Brooklyn Investment Group
CIK 0001795705
$7M211K0.23%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M163K0.01%Q1 2026
04
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$3M67K0.02%Q2 2026
05
HighTower Advisors, LLC
CIK 0001462245
$747K21K0.00%Q1 2026
06
GOLDMAN SACHS GROUP INC
CIK 0000886982
$704K20K0.00%Q1 2026
07
Advyzon Investment Management, LLC
CIK 0002011872
$670K19K0.06%Q1 2026
08
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$359K10K0.01%Q1 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$238K7K0.00%Q1 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$225K6K0.00%Q4 2025
11
JPMORGAN CHASE & CO
CIK 0000019617
$183K5K0.00%Q1 2026
12
MORGAN STANLEY
CIK 0000895421
$45K1K0.00%Q1 2026
13
UBS Group AG
CIK 0001610520
$31K8740.00%Q1 2026
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$13K3640.00%Q1 2026
15
Blue Trust, Inc.
CIK 0001856022
$12K2970.00%Q2 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025