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

PROFESIONALLY MANAGED PORTFO

CAFX
Institutions
25
Combined AUM (Q2 2026)
$144.8M
Combined Shares (Q2 2026)
5.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+421,005
16 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-486,848
12 · 4 Exit · ≈
⚖️ Net
-65,843
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$144.8M
Institutions
25
New Buys
7
Adds
9
Reduces
8
Exits
4
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#10$64.0M2.6M$64.0M2.6M+18,276+0.71%Add
OSAIC HOLDINGS, INC.
0.03%0.03%#6$25.5M1.0M$23.7M957,005+79,744+8.33%Add
Envestnet Portfolio Solutions, Inc.
0.1%0.11%#4$20.4M829,071$20.7M834,102-5,031-0.60%Reduce
MML INVESTORS SERVICES, LLC
0.02%0.02%#8$9.0M366,562$8.7M352,556+14,006+3.97%Add
LPL Financial LLC
<0.01%#19$3.5M140,898$00+140,898New Buy
B. Riley Wealth Advisors, Inc.
0.17%0.2%#2$3.2M127,758$3.2M128,609-851-0.66%Reduce
PRINCIPAL SECURITIES, INC.
0.03%0.11%#5$2.6M104,213$7.8M314,744-210,531-66.89%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#14$2.6M104,038$2.4M96,020+8,018+8.35%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#21$2.3M92,192$2.5M99,988-7,796-7.80%Reduce
Janney Montgomery Scott LLC
<0.01%#13$2.1M86,126$00+86,126New Buy
Transamerica Financial Advisors, LLC
0.1%0.1%#3$1.2M48,943$1.2M47,634+1,309+2.75%Add
Kestra Investment Management, LLC
0.02%0.02%#7$1.2M48,472$1.2M46,638+1,834+3.93%Add
TRUIST FINANCIAL CORP
<0.01%0.01%#18$1.2M47,119$3.9M155,417-108,298-69.68%Reduce
Essex Bank
0.24%0.25%#1$1.1M45,945$1.1M45,94500.00%Unchanged
JANE STREET GROUP, LLC
<0.01%<0.01%#22$907,59136,849$2.5M101,139-64,290-63.57%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#23$785,32831,885$486,84819,627+12,258+62.45%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#17$603,09024,486$627,77125,308-822-3.25%Reduce
Snowden Capital Advisors LLC
0.01%0.02%#11$594,47024,136$613,72524,742-606-2.45%Reduce
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#16$397,40516,135$396,00015,969+166+1.04%Add
Farther Finance Advisors, LLC
<0.01%#15$350,38614,226$00+14,226New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#24$309,84512,580$00+12,580New Buy
MONECO ADVISORS, LLC
0.02%#9$294,55011,959$00+11,959New Buy
J.W. COLE ADVISORS, INC.
<0.01%#12$262,01610,638$00+10,638New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$256,27510,405$246,0009,917+488+4.92%Add
JPMORGAN CHASE & CO
<0.01%#25$209,3478,479$00+8,479New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow