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

PROFESIONALLY MANAGED PORTFO

16 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 74316P538·16 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
16
filers reporting
Concentration
27.01%
Old Port Advisors #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported WAGN in Q2 2026. Old Port Advisors leads at 27.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Old Port Advisors
CIK 0001744348
$2M111K0.30%Q2 202602
Belpointe Asset Management LLC
CIK 0001721242
$774K55K0.03%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$631K45K0.00%Q1 202604
Wealthcare Advisory Partners LLC
CIK 0001683059
$526K38K0.01%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$363K26K0.00%Q1 202606
CWM, LLC
CIK 0001535847
$327K23K0.00%Q1 202607
NWF Advisory Services Inc.
CIK 0002045735
$310K22K0.04%Q1 202608
Tactive Advisors, LLC
CIK 0002002409
$257K19K0.06%Q2 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$231K16K0.00%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$171K12K0.00%Q1 202611
INVESTMENT HOUSE LLC
CIK 0001566030
$169K12K0.01%Q2 202612
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$152K11K0.00%Q1 202613
Glass Jacobson Investment Advisors llc
CIK 0001964394
$101K7K0.03%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$58K4K0.00%Q2 202615
Hilltop National Bank
CIK 0002021658
$37K3K0.01%Q2 202616
Advisory Services Network, LLC
CIK 0001573876
$12K8710.00%Q1 2026