CAFX institutional holders

PROFESIONALLY MANAGED PORTFO · 13F, 2026Q2

Managers holding25
Shares held5,890,297
Reported value$145.1m
Quarter flows7 new, 9 added, 8 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC2,600,028$64.0m0.0%
OSAIC HOLDINGS, INC.1,036,749$25.5m0.0%
Envestnet Portfolio Solutions, Inc.829,071$20.4m0.1%
MML INVESTORS SERVICES, LLC366,562$9.0m0.0%
LPL Financial LLC140,898$3.5m0.0%
B. Riley Wealth Advisors, Inc.127,758$3.2m0.2%
PRINCIPAL SECURITIES, INC.104,213$2.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC104,038$2.6m0.0%
CITADEL ADVISORS LLC92,192$2.3m0.0%
Janney Montgomery Scott LLC86,126$2.1m0.0%
Transamerica Financial Advisors, LLC48,943$1.2m0.1%
Kestra Investment Management, LLC48,472$1.2m0.0%
TRUIST FINANCIAL CORP47,119$1.2m0.0%
Essex Bank45,945$1.1m0.2%
JANE STREET GROUP, LLC36,849$907,5910.0%
GOLDMAN SACHS GROUP INC31,885$785,3280.0%
Kestra Advisory Services, LLC24,486$603,0900.0%
Snowden Capital Advisors LLC24,136$594,4700.0%
Cambridge Investment Research Advisors, Inc.20,810$512,0000.0%
PARK AVENUE SECURITIES LLC16,135$397,0000.0%
Farther Finance Advisors, LLC14,226$350,3860.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,580$309,8450.0%
MONECO ADVISORS, LLC11,959$294,5500.0%
J.W. COLE ADVISORS, INC.10,638$262,0160.0%
JPMORGAN CHASE & CO8,479$209,3470.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CAFX"). CAFX price history · All 13F data

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