PFOE Institutional Ownership
Pathfinder Focused Opportunities ETF
1W: -0.6%
1M: -5.1%
3M: -5.7%
YTD: -12.0%
$22.06
+0.14 (+0.65%)
Weekly Expected Move ±1.8%
$21
$22
$22
$22
$23
Overview
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Holdings
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Short Interest
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Institutional Ownership — PFOE
6
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
3
New Positions
0
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | 255,580 | 6M | -3,911,725 | -93.9% | 3Q | SEC ↗ |
| 2 | ALONGSIDE, LLC NEW | 255,580 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors NEW | 44,369 | 979K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Thrivent Financial for Lutherans | 9,677 | 213K | -7,299 | -43.0% | 2Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO NEW | 1,047 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 6 | UBS Group AG | 0 | 0K | -41 | -100.0% | 1Q | SEC ↗ |
| 7 | OPAL CAPITAL LLC | 0 | 0K | -15,466 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| ALONGSIDE, LLC | 255,580 | 6M |
| Cambridge Investment Research Advis | 44,369 | 979K |
| JPMORGAN CHASE & CO | 1,047 | 23K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPAL CAPITAL LLC | 15,466 | 341K |
| UBS Group AG | 41 | 1K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | -3,911,725 | -93.9% | 255,580 |
| Thrivent Financial for Lutherans | -7,299 | -43.0% | 9,677 |