PABRAI WAGONS ETF (WAGN) Institutional Shareholders
PABRAI WAGONS ETF (WAGN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $16.48M in WAGN holdings during the latest filing period.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of WAGN tracked by InsiderSet, reporting ownership valued at approximately $4.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.10M, representing an estimated gain of +9.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed WAGN value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, Jane Street Group, Llc, Del-Sette Capital Management, Llc, and several other long-term asset managers with concentrated positions in PABRAI WAGONS ETF (WAGN).
This page ranks the largest institutional WAGN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$16.48M
Largest Holder
Stifel Financial Corp
Largest Position
$4.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.00% | 337,138 | $4,639,018 | $5,097,527 | +$458,509 | +9.88% | |
| Jane Street Group, Llc | 0.00% | 321,818 | $4,428,216 | $4,865,888 | +$437,672 | +9.88% | |
| Del-Sette Capital Management, Llc | 1.31% | 163,315 | $2,247,214 | $2,469,323 | +$222,109 | +9.88% | |
| Old Port Advisors | 0.30% | 110,805 | $1,524,677 | $1,675,372 | +$150,695 | +9.88% | |
| Belpointe Asset Management Llc | 0.03% | 58,757 | $808,504 | $888,406 | +$79,902 | +9.88% | |
| Wealthcare Advisory Partners Llc | 0.01% | 38,226 | $525,990 | $577,977 | +$51,987 | +9.88% | |
| Nwf Advisory Services Inc. | 0.03% | 25,950 | $357,072 | $392,364 | +$35,292 | +9.88% | |
| Cwm, Llc | 0.00% | 23,202 | $327,264 | $350,814 | +$23,550 | +7.20% | |
| Onedigital Investment Advisors Llc | 0.00% | 20,923 | $290,830 | $316,356 | +$25,526 | +8.78% | |
| Tactive Advisors, Llc | 0.06% | 18,694 | $257,229 | $282,653 | +$25,424 | +9.88% | |
| Citadel Advisors Llc | 0.00% | 15,655 | $215,413 | $236,704 | +$21,291 | +9.88% | |
| Investment House Llc | 0.01% | 12,414 | $170,817 | $187,700 | +$16,883 | +9.88% | |
| Osaic Holdings, Inc. | 0.00% | 12,100 | $168,190 | $182,952 | +$14,762 | +8.78% | |
| Captrust Financial Advisors | 0.00% | 10,848 | $149,268 | $164,022 | +$14,754 | +9.88% | |
| Glass Jacobson Investment Advisors Llc | 0.04% | 9,473 | $130,352 | $143,232 | +$12,880 | +9.88% | |
| Ubs Group Ag | 0.00% | 7,779 | $107,039 | $117,618 | +$10,579 | +9.88% | |
| Farther Finance Advisors, Llc | 0.00% | 4,200 | $58,380 | $63,504 | +$5,124 | +8.78% | |
| Hilltop National Bank | 0.01% | 2,680 | $36,877 | $40,522 | +$3,645 | +9.88% | |
| Morgan Stanley | 0.00% | 1,400 | $19,264 | $21,168 | +$1,904 | +9.88% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 600 | $8,340 | $9,072 | +$732 | +8.78% | |
| Bank Of Montreal | 0.00% | 340 | $4,685 | $5,141 | +$456 | +9.73% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 26,601 | $366 | $402,207 | +$401,841 | +109792.66% |
Frequently asked questions about WAGN
Who owns the most WAGN stock?
The largest holders of WAGN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PABRAI WAGONS ETF (WAGN).
Is WAGN widely held by superinvestors?
Many widely followed stocks like WAGN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WAGN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.