16 institutions reported holding $339.6M of PROFESIONALLY MANAGED PORTFO (CAML) in SEC 13F filings for 2026-03-31. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($320.5M), Brooklyn Investment Group ($7.4M), OSAIC HOLDINGS, INC. ($5.7M), CONGRESS ASSET MANAGEMENT CO ($2.4M), HighTower Advisors, LLC ($746,766). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $320.5M | 9.1M | Added |
| 2 | Brooklyn Investment Group | $7.4M | 211,246 | Added |
| 3 | OSAIC HOLDINGS, INC. | $5.7M | 163,027 | Trimmed |
| 4 | CONGRESS ASSET MANAGEMENT CO | $2.4M | 67,248 | Added |
| 5 | HighTower Advisors, LLC | $746,766 | 21,227 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $704,304 | 20,020 | Hold |
| 7 | Advyzon Investment Management, LLC | $670,109 | 19,048 | Added |
| 8 | CITADEL ADVISORS LLC | $656,775 | 18,669 | Added |
| 9 | FLOW TRADERS U.S. LLC | $359,000 | 10,201 | New |
| 10 | JANE STREET GROUP, LLC | $237,535 | 6,752 | New |
| 11 | JPMORGAN CHASE & CO | $182,761 | 5,369 | New |
| 12 | MORGAN STANLEY | $44,749 | 1,272 | Hold |
| 13 | UBS Group AG | $30,748 | 874 | Trimmed |
| 14 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $12,806 | 364 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 16 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31