Who owns Pabrai Wagons ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WAGN from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 1.2M shares of Pabrai Wagons ETF worth $16.3M — about 8.2% of shares outstanding; the largest disclosed holder is STIFEL FINANCIAL CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$16.3M
value, 2026 filers
8.2%
of shares outstanding (1.2M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WAGN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 337,138 | $4.6M | 0.0% | 2.3% | +653.1% |
| 2 | JANE STREET GROUP, LLCNEW | 321,818 | $4.4M | 0.0% | 2.2% | new |
| 3 | Del-Sette Capital Management, LLCNEW | 163,315 | $2.2M | 1.3% | 1.1% | new |
| 4 | Old Port AdvisorsNEW | 110,805 | $1.5M | 0.3% | 0.8% | new |
| 5 | Belpointe Asset Management LLC | 58,757 | $808,504 | 0.0% | 0.4% | +7.1% |
| 6 | Wealthcare Advisory Partners LLC | 38,226 | $525,990 | 0.0% | 0.3% | +32.9% |
| 7 | Cambridge Investment Research Advisors, Inc. | 26,601 | $366 | 0.0% | 0.2% | +3.2% |
| 8 | NWF Advisory Services Inc. | 25,950 | $357,072 | 0.0% | 0.2% | +18.2% |
| 9 | OneDigital Investment Advisors LLC | 20,923 | $290,830 | 0.0% | 0.1% | +27.6% |
| 10 | Tactive Advisors, LLCNEW | 18,694 | $257,229 | 0.1% | 0.1% | new |
| 11 | CITADEL ADVISORS LLCNEW | 15,655 | $215,413 | 0.0% | 0.1% | new |
| 12 | OSAIC HOLDINGS, INC. | 12,100 | $168,190 | 0.0% | 0.1% | 0.0% |
| 13 | INVESTMENT HOUSE LLC | 11,971 | $168,851 | 0.0% | 0.1% | 0.0% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 10,848 | $149,268 | 0.0% | 0.1% | +0.8% |
| 15 | MERCER GLOBAL ADVISORS INC /ADVNEW | 9,473 | $130,352 | 0.0% | 0.1% | new |
| 16 | Glass Jacobson Investment Advisors llc | 9,473 | $130,352 | 0.0% | 0.1% | +32.3% |
| 17 | UBS Group AGNEW | 7,779 | $107,039 | 0.0% | 0.1% | new |
| 18 | Farther Finance Advisors, LLCNEW | 4,200 | $58,380 | 0.0% | 0% | new |
| 19 | Hilltop National BankNEW | 2,680 | $36,877 | 0.0% | 0% | new |
| 20 | MORGAN STANLEYNEW | 1,400 | $19,264 | 0.0% | 0% | new |
| 21 | Steward Partners Investment Advisory, LLCNEW | 600 | $8,340 | 0.0% | 0% | new |
| 22 | BANK OF MONTREAL /CAN/NEW | 340 | $4,685 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.