ETF Holders

Who owns PFDE?

US large cap

Pathfinder Disciplined US Equity ETF · Pathfinder

7 institutions reported holding PFDE, worth $24.5M, in Form 13F filings for June 30, 2026.

13F holders
7
Institutional value
$24.5M
Change from prior quarter
-75.2%
−$74.4M, with price moves
New and sold-out firms
5 / 1
0 added, 2 trimmed

Top 7 institutional holders of PFDE

FirmLocationValueSharesChange
Alongside, LLCAustin, TX$10.3M367,969New position
49 Wealth Management, LLCAustin, TX$10.3M367,969−3,811,608 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$3.6M129,420New position
Thrivent Financial for LutheransMinneapolis, MN$401K14,429−2,933 shares
UBS Group AGZurich, Switzerland$5K182New position
JPMorgan Chase & CoNew York, NY$3K100New position
Morgan StanleyNew York, NY$39014New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns PFDE?

7 institutional managers reported holding PFDE in Form 13F filings for June 30, 2026, worth $24.5M in total. The largest reported position was held by Alongside, LLC, at $10.3M.

Did institutions buy or sell PFDE last quarter?

Reported 13F value fell 75.2% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is PFDE ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.