PABRAI WAGONS ETF (WAGN) Institutional Ownership Changes & 13F Activity
PABRAI WAGONS ETF (WAGN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Stifel Financial Corp, Del-Sette Capital Management, Llc, Old Port Advisors, and Cwm, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +15,655 | — | 15,655 | $215.41K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +321,818 | — | 321,818 | $4.43M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +7,779 | — | 7,779 | $107.04K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,400 | — | 1,400 | $19.26K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +600 | — | 600 | $8.34K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +89 | +0.8% | 10,848 | $149.27K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +292,371 | +653.1% | 337,138 | $4.64M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +340 | — | 340 | $4.68K | Q2 2026 | Aug 12, 2026 |
| Onedigital Investment Advisors Llc | Buy | +4,523 | +27.6% | 20,923 | $290.83K | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management Llc | Buy | +3,904 | +7.1% | 58,757 | $808.50K | Q2 2026 | Jul 31, 2026 |
| Investment House Llc | Buy | +443 | +3.7% | 12,414 | $170.82K | Q2 2026 | Jul 31, 2026 |
| Del-Sette Capital Management, Llc | Buy | +163,315 | — | 163,315 | $2.25M | Q2 2026 | Jul 30, 2026 |
| Glass Jacobson Investment Advisors Llc | Buy | +2,311 | +32.3% | 9,473 | $130.35K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +833 | +3.2% | 26,601 | $366.00 | Q2 2026 | Jul 30, 2026 |
| Nwf Advisory Services Inc. | Buy | +4,000 | +18.2% | 25,950 | $357.07K | Q2 2026 | Jul 29, 2026 |
| Old Port Advisors | Buy | +110,805 | — | 110,805 | $1.52M | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, Llc | Buy | +4,200 | — | 4,200 | $58.38K | Q2 2026 | Jul 17, 2026 |
| Tactive Advisors, Llc | Buy | +18,694 | — | 18,694 | $257.23K | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +9,456 | +32.9% | 38,226 | $525.99K | Q2 2026 | Jul 09, 2026 |
| Hilltop National Bank | Buy | +2,680 | — | 2,680 | $36.88K | Q2 2026 | Jul 02, 2026 |
| Advisory Services Network, Llc | Sell | -871 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -23,202 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Harbor Investment Advisory, Llc | Sell | -2,485 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about WAGN activity
Which institutional owners are buying WAGN?
Institutional owners buying WAGN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WAGN activity?
"Buy" means an investor increased their reported position in WAGN compared to the prior reporting period. This reflects growing exposure to PABRAI WAGONS ETF (WAGN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WAGN increasing?
Institutional interest in WAGN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.