13FBOX
PROFESIONALLY MANAGED PORTFO · 13F Institutional Holdings
Options Calculator Rankings
P

PROFESIONALLY MANAGED PORTFO

CAML
Institutions
14
Combined AUM (Q2 2026)
$381.8M
Combined Shares (Q2 2026)
9.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+273,058
8 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-383,005
9 · 4 Exit · ≈
⚖️ Net
-109,947
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$381.8M
Institutions
14
New Buys
4
Adds
4
Reduces
5
Exits
4
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HANTZ FINANCIAL SERVICES, INC.
4.86%5.05%#1$358.8M9.0M$320.5M9.1M-139,257-1.53%Reduce
Nuveen, LLC
<0.01%#6$8.9M223,284$00+223,284New Buy
OSAIC HOLDINGS, INC.
0.01%0.01%#5$6.3M158,629$5.7M163,027-4,398-2.70%Reduce
CONGRESS ASSET MANAGEMENT CO
0.02%0.02%#4$2.7M66,771$2.4M67,248-477-0.71%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#8$1.2M30,337$746,76621,227+9,110+42.92%Add
HRT FINANCIAL LP
<0.01%#7$1.1M26,823$00+26,823New Buy
Advyzon Investment Management, LLC
0.06%0.06%#2$814,51620,360$670,10919,048+1,312+6.89%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#10$800,91420,020$704,30420,02000.00%Unchanged
FLOW TRADERS U.S. LLC
0.02%0.01%#3$430,98110,773$359,00010,201+572+5.61%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#11$357,3318,932$00+8,932New Buy
UBS Group AG
<0.01%<0.01%#12$144,1013,602$30,748874+2,728+312.13%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#13$143,7093,645$182,7615,369-1,724-32.11%Reduce
MORGAN STANLEY
<0.01%<0.01%#14$46,1671,154$49,3411,272-118-9.28%Reduce
Blue Trust, Inc.
<0.01%#9$11,882297$00+297New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow