Who Owns PROFESIONALLY MANAGED PORTFO (CAFX)? -- Institutional Holders (2026-03-31)
29 institutions reported holding $147.5M of PROFESIONALLY MANAGED PORTFO (CAFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($64.0M), OSAIC HOLDINGS, INC. ($23.7M), Envestnet Portfolio Solutions, Inc. ($20.7M), MML INVESTORS SERVICES, LLC ($8.7M), PRINCIPAL SECURITIES, INC. ($7.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $64.0M | 2.6M | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $23.7M | 957,005 | Trimmed |
| 3 | Envestnet Portfolio Solutions, Inc. | $20.7M | 834,102 | Added |
| 4 | MML INVESTORS SERVICES, LLC | $8.7M | 352,556 | Trimmed |
| 5 | PRINCIPAL SECURITIES, INC. | $7.8M | 314,744 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $3.9M | 155,417 | Trimmed |
| 7 | B. Riley Wealth Advisors, Inc. | $3.2M | 128,609 | Added |
| 8 | JANE STREET GROUP, LLC | $2.5M | 101,139 | Added |
| 9 | CITADEL ADVISORS LLC | $2.5M | 99,988 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 96,020 | New |
| 11 | FLOW TRADERS U.S. LLC | $1.2M | 48,484 | Trimmed |
| 12 | Transamerica Financial Advisors, LLC | $1.2M | 47,634 | Trimmed |
| 13 | Kestra Investment Management, LLC | $1.2M | 46,638 | Trimmed |
| 14 | Essex Bank | $1.1M | 45,945 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $627,771 | 25,308 | Trimmed |
| 16 | Snowden Capital Advisors LLC | $613,725 | 24,742 | Trimmed |
| 17 | PFG Advisors | $559,668 | 22,563 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $486,848 | 19,627 | Trimmed |
| 19 | JOHNSON INVESTMENT COUNSEL INC | $431,607 | 17,400 | New |
| 20 | PARK AVENUE SECURITIES LLC | $396,000 | 15,969 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $246,000 | 9,917 | Trimmed |
| 22 | UBS Group AG | $4,366 | 176 | Trimmed |
| 23 | Hilltop Holdings Inc. | $0 | 0 | Exited |
| 24 | LPL Financial LLC | $0 | 0 | Exited |
| 25 | J.W. COLE ADVISORS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31