PROFESIONALLY MANAGED PORTFO
CUSIP 74316P645
Profesionally Managed Portfo has 4 institutional holders in Filings Flow’s 13F database, together reporting 12.84M shares worth $204M as of Q1 2026. The largest reported holders are Morgan Stanley, Glenview Trust Co, and Rockefeller Capital Management L.P..
Institutional Holders
37
Q1 2026
Reported Value
$204M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Clarendon Private LLC$130M AUM | 3.28% | $4M | 139.0K | Q1 2026OLDER |
| Beacon Bank & Trust$518M AUM | 1.50% | $8M | 213.4K | Q2 2026 |
| Glenview Trust Co$6.4B AUM | 0.58% | $37M | 1.21M | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.38% | $728,524 | 20.0K | Q2 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.35% | $3M | 84.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.29% | $14M | 465.7K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.25% | $2M | 61.9K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.14% | $505,088 | 16.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.14% | $4M | 141.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $28M | 898.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $496,980 | 16.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 141.7K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $888,776 | 25.8K | Q4 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.02% | $4M | 108.3K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 33.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 34.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 381.6K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $283,468 | 8.5K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $97,228 | 2.7K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $25M | 822.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 187.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 206.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $456,442 | 14.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $40M | 1.26M | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $300,835 | 9.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 86.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $191,523 | 6.1K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $294,351 | 9.3K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $14,127 | 460 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $171,147 | 5.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $46,039 | 1.5K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 38.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $347,330 | 11.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,697 | 141 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $210,210 | 6.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,506 | 269 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $320,153 | 10.1K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $400,581 | 13.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $10 | 309 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $211,684 | 6.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12,000 | 400 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $27,276 | 919 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7,278 | 237 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7,278 | 237 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.