PROFESSIONALLY MANAGED PORTFOLIOS - CAML
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8,969,745 | 358,841 | 4.85% | 4.85% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 223,284 | 8,932 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 158,629 | 6,346 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 66,796 | 2,711 | 0.02% | 0.02% | 4 | +25 | 0.04% | Q3 2026 | Oct 06, 2026 |
| HighTower Advisors, LLC | History | No change | 30,337 | 1,213 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 26,823 | 1,073 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 20,360 | 814 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,020 | 800 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 10,773 | 431 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,932 | 357 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,602 | 144 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,645 | 143 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,154 | 46 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 297 | 11 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |