Institutional Ownership
Profesionally Managed Portfo
CUSIP 74316P538PABRAI WAGONS ETQ1 2026
Institutional Holders
13
13F filers
Shares Held
261.1K
Aggregate institutional
Institutional Value
$3.32M
Q1 2026
Net New Holders
+13
13 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased0
Decreased0
Sold out0
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 54.9K | $773.7K | +54.9K | New |
| 2 | Stifel Financial Corp | 44.8K | $631.4K | +44.8K | New |
| 3 | Wealthcare Advisory Partners LLC | 28.8K | $405.8K | +28.8K | New |
| 4 | Cwm, LLC | 23.2K | $327.3K | +23.2K | New |
| 5 | Nwf Advisory Services Inc. | 21.9K | $309.6K | +21.9K | New |
| 6 | Onedigital Investment Advisors LLC | 16.4K | $231.3K | +16.4K | New |
| 7 | Osaic Holdings, Inc. | 12.1K | $170.7K | +12.1K | New |
| 8 | Investment House LLC | 12.0K | $168.9K | +12.0K | New |
| 9 | Captrust Financial Advisors | 10.8K | $151.8K | +10.8K | New |
| 10 | Glass Jacobson Investment Advisors LLC | 7.2K | $101.0K | +7.2K | New |
3 more institutional holders on Premium
See every fund holding Profesionally Managed Portfo, with full quarter-over-quarter share changes.
Unlock all holders