PROFESIONALLY MANAGED PORTFO
CUSIP 74316P587
Profesionally Managed Portfo has 22 institutional holders in Filings Flow’s 13F database, together reporting 5.95M shares worth $146M as of Q1 2026. The largest reported holders are Cw Advisors, LLC, Envestnet Asset Management Inc, and Osaic Holdings, Inc..
Institutional Holders
22
Q1 2026
Reported Value
$146M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CW Advisors, LLC$10.3B AUM | 0.66% | $68M | 2.72M | Q2 2025OLDER |
| Essex Bank$452M AUM | 0.25% | $1M | 45.9K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.20% | $3M | 128.6K | Q1 2026 |
| Semus Wealth Partners LLC$179M AUM | 0.19% | $295,813 | 11.9K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.11% | $8M | 314.7K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.11% | $21M | 834.1K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.10% | $1M | 47.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $24M | 957.0K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.03% | $559,668 | 22.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 352.6K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $377,313 | 15.1K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $1M | 46.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 68.0K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $64M | 2.58M | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $613,725 | 24.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $268,356 | 10.7K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 155.4K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $431,607 | 17.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 96.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $627,771 | 25.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $635,654 | 25.4K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 100.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 101.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $36,272 | 1.4K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $521,638 | 20.9K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $81,699 | 3.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $486,848 | 19.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $225,030 | 9.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $80,000 | 3.2K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,366 | 176 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.