13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CAML

PROFESIONALLY MANAGED PORTFO

15 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 74316P637·15 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$19M
59.0% inst. owned
of float
Holders
15
-74 QoQ
filers reporting
Activity
+72 / −14
+895 added · −886 reduced
this quarter
Concentration
39.72%
Brooklyn Investment Group #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported CAML in Q1 2026. Brooklyn Investment Group leads at 39.7% of the visible book. -74 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Brooklyn Investment Group
CIK 0001795705
$7M211K0.23%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M163K0.01%Q1 202603
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$2M67K0.02%Q1 202604
HighTower Advisors, LLC
CIK 0001462245
$746,76621K0.00%Q1 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$704,30420K0.00%Q1 202606
Advyzon Investment Management, LLC
CIK 0002011872
$670,10919K0.06%Q1 202607
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$320,4559.1M4.89%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$237,5357K0.00%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$225,3946K0.00%Q4 202510
JPMORGAN CHASE & CO
CIK 0000019617
$182,7615K0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$44,7491K0.00%Q1 202612
UBS Group AG
CIK 0001610520
$30,7488740.00%Q1 202613
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$12,8063640.00%Q1 202614
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$35910K0.01%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025