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

PROFESIONALLY MANAGED PORTFO

21 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 74316P538·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13M
visible holders
Holders
21
filers reporting
Concentration
37.03%
STIFEL FINANCIAL CORP #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported WAGN in Q2 2026. STIFEL FINANCIAL CORP leads at 37.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STIFEL FINANCIAL CORP
CIK 0000720672
$5M337K0.00%Q2 202602
Del-Sette Capital Management, LLC
CIK 0001610580
$2M163K1.31%Q2 202603
Old Port Advisors
CIK 0001744348
$2M111K0.30%Q2 202604
Belpointe Asset Management LLC
CIK 0001721242
$809K59K0.03%Q2 202605
Wealthcare Advisory Partners LLC
CIK 0001683059
$526K38K0.01%Q2 202606
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$363K26K0.00%Q1 202607
NWF Advisory Services Inc.
CIK 0002045735
$357K26K0.03%Q2 202608
CWM, LLC
CIK 0001535847
$327K23K0.00%Q1 202609
Tactive Advisors, LLC
CIK 0002002409
$296K20K0.07%Q3 202610
OneDigital Investment Advisors LLC
CIK 0001690370
$291K21K0.00%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$215K16K0.00%Q2 202612
INVESTMENT HOUSE LLC
CIK 0001566030
$171K12K0.01%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$168K12K0.00%Q2 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$149K11K0.00%Q2 202615
Glass Jacobson Investment Advisors llc
CIK 0001964394
$130K9K0.04%Q2 202616
Hilltop National Bank
CIK 0002021658
$108K7K0.02%Q3 202617
UBS Group AG
CIK 0001610520
$107K8K0.00%Q2 202618
Farther Finance Advisors, LLC
CIK 0001992825
$71K5K0.00%Q3 202619
MORGAN STANLEY
CIK 0000895421
$19K1K0.00%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$8K6000.00%Q2 2026
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