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 | Reduced | 8,969,745 | 358,841 | 4.85% | 4.89% | 1 | -139,257 | -1.53% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 223,284 | 8,932 | 0.0% | — | 2 | +223,284 | New | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 158,629 | 6,346 | 0.01% | 0.01% | 3 | -4,398 | -2.7% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 66,771 | 2,671 | 0.02% | 0.02% | 4 | -477 | -0.71% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,337 | 1,213 | 0.0% | 0.0% | 5 | +9,110 | 42.92% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | New | 26,823 | 1,073 | 0.0% | — | 6 | +26,823 | New | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 20,360 | 814 | 0.06% | 0.06% | 7 | +1,312 | 6.89% | 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 | Added to | 10,773 | 431 | 0.02% | 0.01% | 9 | +572 | 5.61% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,932 | 357 | 0.0% | — | 10 | +8,932 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 3,602 | 144 | 0.0% | 0.0% | 11 | +2,728 | 312.13% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,645 | 143 | 0.0% | 0.0% | 12 | -1,724 | -32.11% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,154 | 46 | 0.0% | 0.0% | 13 | -118 | -9.28% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 297 | 11 | 0.0% | — | 14 | +297 | New | Q2 2026 | Jul 21, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.23% | — | -211,246 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,669 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,752 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q2 2026 | Aug 13, 2026 |