WAGN PROFESIONALLY MANAGED PORTFO
FollowPABRA WAGON ETF (fund)
13 managers (13 13F filers) reported a position in WAGN shares at 2026-03-31, 261,058 shares in all. 13 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 13
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 261,058
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 54,853 | $774K | 0.03% | new | 13F-HRTimeline |
| STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP | 44,767 | $631K | <0.01% | new | 13F-HRTimelineGroup |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 28,770 | $406K | 0.01% | new | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 25,768 | $363K | <0.01% | new | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 23,202 | $327K | <0.01% | new | 13F-HRTimelineGroup |
| NWF Advisory Services Inc. | 21,950 | $310K | 0.03% | new | 13F-HRTimeline |
| OneDigital Investment Advisors LLC | 16,400 | $231K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 12,100 | $171K | <0.01% | new | 13F-HRTimelineGroup |
| INVESTMENT HOUSE LLC | 11,971 | $169K | 0.01% | new | 13F-HRTimeline |
| CAPTRUST FINANCIAL ADVISORS | 10,759 | $152K | <0.01% | new | 13F-HRTimeline |
| Glass Jacobson Investment Advisors llc | 7,162 | $101K | 0.03% | new | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 2,485 | $35.1K | <0.01% | new | 13F-HRTimeline |
| Advisory Services Network, LLC | 871 | $12.3K | <0.01% | new | 13F-HRTimeline |