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

PROFESIONALLY MANAGED PORTFO

WAGN
Institutions
22
Combined AUM (Q2 2026)
$16.6M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+974,246
20 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-26,558
3 · 3 Exit · ≈
⚖️ Net
+947,688
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$16.6M
Institutions
22
New Buys
12
Adds
8
Reduces
0
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
STIFEL FINANCIAL CORP
<0.01%<0.01%#10$4.6M337,138$631,43944,767+292,371+653.09%Add
JANE STREET GROUP, LLC
<0.01%#14$4.4M321,818$00+321,818New Buy
Del-Sette Capital Management, LLC
1.31%#1$2.2M163,315$00+163,315New Buy
Old Port Advisors
0.3%#2$1.5M110,805$00+110,805New Buy
Belpointe Asset Management LLC
0.03%0.03%#6$808,50458,757$773,70254,853+3,904+7.12%Add
Wealthcare Advisory Partners LLC
0.01%0.01%#7$525,99038,226$405,80128,770+9,456+32.87%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#12$366,03026,601$363,00025,768+833+3.23%Add
NWF Advisory Services Inc.
0.03%0.03%#5$357,07225,950$309,60521,950+4,000+18.22%Add
OneDigital Investment Advisors LLC
<0.01%<0.01%#11$290,83020,923$231,32216,400+4,523+27.58%Add
Tactive Advisors, LLC
0.06%#3$257,22918,694$00+18,694New Buy
CITADEL ADVISORS LLC
<0.01%#19$215,41315,655$00+15,655New Buy
INVESTMENT HOUSE LLC
0.01%0.01%#8$168,85111,971$168,85111,97100.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#16$168,19012,100$170,73112,10000.00%Unchanged
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#15$149,26810,848$151,75610,759+89+0.83%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#17$130,3529,473$00+9,473New Buy
Glass Jacobson Investment Advisors llc
0.04%0.03%#4$130,3529,473$101,0217,162+2,311+32.27%Add
UBS Group AG
<0.01%#20$107,0397,779$00+7,779New Buy
Farther Finance Advisors, LLC
<0.01%#13$58,3804,200$00+4,200New Buy
Hilltop National Bank
0.01%#9$36,8772,680$00+2,680New Buy
MORGAN STANLEY
<0.01%#22$19,2641,400$00+1,400New Buy
Steward Partners Investment Advisory, LLC
<0.01%#18$8,340600$00+600New Buy
BANK OF MONTREAL /CAN/
<0.01%#21$4,685340$00+340New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow