PFOE Pathfinder Focused Opportunities ETF
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Institutional owners (13F) 4 filers · $5.9M 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 |
|---|---|---|---|---|
| 2 (0 vs prior Q) | 1 (0 vs prior Q) | 0 (-1 vs prior Q) | 2 (+2 vs prior Q) | -3.9M |
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 | $5,895,922 | 255,580 | 99.57% | Shares |
| JPMORGAN CHASE & CO | $24,162 | 1,047 | 0.41% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,024 | 44,369 | 0.02% | Shares |
| Thrivent Financial for Lutherans | $223 | 9,677 | 0.00% | Shares |