12 institutions reported holding $6.8M of PROFESIONALLY MANAGED PORTFO PABRA WAGON (WAGN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Del-Sette Capital Management, LLC ($2.2M), Old Port Advisors ($1.5M), Belpointe Asset Management LLC ($808,504), Cambridge Investment Research Advisors, Inc. ($732,000), Wealthcare Advisory Partners LLC ($525,990). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Del-Sette Capital Management, LLC | $2.2M | 163,315 | New |
| 2 | Old Port Advisors | $1.5M | 110,805 | New |
| 3 | Belpointe Asset Management LLC | $808,504 | 58,757 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $732,000 | 53,202 | Added |
| 5 | Wealthcare Advisory Partners LLC | $525,990 | 38,226 | Added |
| 6 | NWF Advisory Services Inc. | $357,072 | 25,950 | Added |
| 7 | Tactive Advisors, LLC | $257,229 | 18,694 | New |
| 8 | INVESTMENT HOUSE LLC | $170,817 | 12,414 | Added |
| 9 | Glass Jacobson Investment Advisors llc | $130,352 | 9,473 | Added |
| 10 | Farther Finance Advisors, LLC | $58,380 | 4,200 | New |
| 11 | Hilltop National Bank | $36,877 | 2,680 | New |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30