PFDE Institutional Ownership
Pathfinder Disciplined US Equity ETF
1W: -0.3%
1M: +0.6%
3M: +2.2%
YTD: +14.0%
$28.41
+0.18 (+0.64%)
Weekly Expected Move ±1.8%
$27
$28
$28
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFDE
8
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
5
New Positions
0
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | 367,969 | $10M | -3,811,608 | -91.2% | 3Q | SEC ↗ |
| 2 | ALONGSIDE, LLC NEW | 367,969 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors NEW | 64,710 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Thrivent Financial for Lutherans | 14,429 | $410K | -2,933 | -16.9% | 2Q | SEC ↗ |
| 5 | UBS Group AG NEW | 182 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO NEW | 100 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY NEW | 14 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 0 | $0K | -11,459 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| ALONGSIDE, LLC | 367,969 | $10M |
| Cambridge Investment Research Advis | 64,710 | $2M |
| UBS Group AG | 182 | $5K |
| JPMORGAN CHASE & CO | 100 | $3K |
| MORGAN STANLEY | 14 | $0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 11,459 | $326K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | -3,811,608 | -91.2% | 367,969 |
| Thrivent Financial for Lutherans | -2,933 | -16.9% | 14,429 |