PFDE Pathfinder Disciplined US Equity ETF
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Institutional owners (13F) 6 filers · $10.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (+2 vs prior Q) | 1 (+1 vs prior Q) | 0 (-1 vs prior Q) | 2 (+2 vs prior Q) | -3.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | $10,263,242 | 367,969 | 99.90% | Shares |
| UBS Group AG | $5,076 | 182 | 0.05% | Shares |
| JPMORGAN CHASE & CO | $2,766 | 100 | 0.03% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,805 | 64,710 | 0.02% | Shares |
| Thrivent Financial for Lutherans | $401 | 14,429 | 0.00% | Shares |
| MORGAN STANLEY | $390 | 14 | 0.00% | Shares |