IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pabrai Wagons ETF (WAGN)

CUSIP: 74316P538 | NYSE | 27 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

NWF Advisory Services Inc.497,735
0.7% of portfolio›$7.4M
Del-Sette Capital Management, LLC202,848
1.8% of portfolio›$3.0M
Old Port Advisors142,140
0.4% of portfolio›$2.1M
Wealthcare Advisory Partners LLC39,894
0.0% of portfolio›$593.6K
Cambridge Investment Research Advisors, Inc.26,801
0.0% of portfolio›$399
Tactive Advisors, LLC19,903
0.1% of portfolio›$296.2K
Investment House LLC13,165
0.0% of portfolio›$195.9K
Creative Planning11,749
0.0% of portfolio›$174.8K
Glass Jacobson Investment Advisors llc9,473
0.0% of portfolio›$141.0K
Hilltop National Bank7,260
0.0% of portfolio›$108.0K
Farther Finance Advisors, LLC4,800
0.0% of portfolio›$71.4K
Fifth Third Bancorp4,200
0.0% of portfolio›$62.5K
Provenance Wealth Advisors, LLC134
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
NWF Advisory Services Inc.
497,735$7.4M0.7%GARPLowLos Angeles, CA2026-10-19
Del-Sette Capital Management, LLC
202,848$3.0M1.8%YieldHighSchenectady, NY2026-10-23
Old Port Advisors
142,140$2.1M0.4%GARPLowPortland, ME2026-10-23
Wealthcare Advisory Partners LLC
39,894$593.6K0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
26,801$3990.0%ETFLowFairfield, IA2026-11-02
Tactive Advisors, LLC
19,903$296.2K0.1%ETFHighJacksonville, FL2026-10-08
Investment House LLC
13,165$195.9K0.0%CoreMediumRedondo Beach, CA2026-10-21
Creative Planning
11,749$174.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Glass Jacobson Investment Advisors llc
9,473$141.0K0.0%ETFLowOwings Mills, MD2026-10-26
Hilltop National Bank
7,260$108.0K0.0%CoreLowCasper, WY2026-10-14
Farther Finance Advisors, LLC
4,800$71.4K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
4,200$62.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Provenance Wealth Advisors, LLC
134$2.0K0.0%ETFLowFort Lauderdale, FL2026-10-30