Who Owns INFO
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in INFO.
Who crossed 5% of INFO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Fragasso Financial Advisors IncCOM3.3M shadded | $93.8M |
| Archford Capital Strategies, LLCPANA DY CORE ETF621.9K sh— | $17.4M |
| Guided Capital Wealth Management, LLCPANA DY CORE ETF392.4K sh— | $11M |
| Legacy Advisors, LLCPANA DY CORE ETF100.2K sh— | $2.8M |
| SFG Wealth Management, LLC.PANA DY CORE ETF30.6K sh— | $859.5K |
| CWA Asset Management Group, LLCPANA DY CORE ETF8.4K sh— | $236.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on INFO
Follow INFO by email
New trades in INFO by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.