PATHFINDER DISCIPLINED US EQ (PFDE) Institutional Ownership Changes & 13F Activity
PATHFINDER DISCIPLINED US EQ (PFDE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 49 Wealth Management, Llc, Cambridge Investment Research Advisors, Inc., Jane Street Group, Llc, Thrivent Financial For Lutherans, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 49 Wealth Management, Llc | Sell | -3,811,608 | -91.2% | 367,969 | $10.26M | Q2 2026 | Aug 18, 2026 |
| Thrivent Financial For Lutherans | Sell | -2,933 | -16.9% | 14,429 | $401.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +182 | — | 182 | $5.08K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +14 | — | 14 | $390.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +100 | — | 100 | $2.77K | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +64,710 | — | 64,710 | $1.80K | Q2 2026 | Jul 30, 2026 |
| Jane Street Group, Llc | Sell | -11,459 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about PFDE activity
Which institutional owners are buying PFDE?
Institutional owners buying PFDE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFDE activity?
"Buy" means an investor increased their reported position in PFDE compared to the prior reporting period. This reflects growing exposure to PATHFINDER DISCIPLINED US EQ (PFDE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFDE increasing?
Institutional interest in PFDE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.