CAFX PROFESIONALLY MANAGED PORTFO: institutional ownership and insider trading
26 funds reported holding $212M of PROFESIONALLY MANAGED PORTFO in their latest 13F filings; in Q2 2026 funds net sold $1.62M, with 7 new positions and 4 funds selling out.
Famous investors holding CAFX
- Ken Griffin (Citadel Advisors): $2.27M, 0.0% of the portfolio
Largest institutional holders of CAFX
- CW Advisors, LLC — $67.7M
- ENVESTNET ASSET MANAGEMENT INC — $64.0M
- OSAIC HOLDINGS, INC. — $25.5M
- Envestnet Portfolio Solutions, Inc. — $20.4M
- MML INVESTORS SERVICES, LLC — $9.03M
- LPL Financial LLC — $3.47M
- B. Riley Wealth Advisors, Inc. — $3.07M
- PRINCIPAL SECURITIES, INC. — $2.57M
- COMMONWEALTH EQUITY SERVICES, LLC — $2.56M
- CITADEL ADVISORS LLC — $2.27M