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 | Added to | 8,421,569 | 321,451 | 4.74% | 4.79% | 1 | +275,531 | 3.38% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | Added to | 208,772 | 8,073 | 0.37% | 0.17% | 2 | +173,436 | 490.82% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 163,981 | 6,259 | 0.01% | 0.01% | 3 | +4,576 | 2.87% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 65,264 | 2,491 | 0.02% | 0.02% | 4 | -5,965 | -8.37% | Q4 2025 | Jan 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,020 | 764 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 17,766 | 678 | 0.08% | 0.12% | 6 | +359 | 2.06% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 17,344 | 662 | 0.0% | — | 7 | +17,344 | New | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,302 | 545 | 0.0% | 0.0% | 8 | +906 | 6.76% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,905 | 225 | 0.0% | — | 9 | +5,905 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 1,272 | 48 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,225 | 46 | 0.0% | 0.0% | 11 | -10,686 | -89.72% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | New | 284 | 10 | 0.0% | — | 12 | +284 | New | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,356 | -100.0% | Q3 2025 | Nov 26, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q3 2025 | Oct 15, 2025 |