PATHFINDER DISCIPLINED US EQ (PFDE) Institutional Ownership and Insiders Activity
PATHFINDER DISCIPLINED US EQ (PFDE) is widely held by institutional investors, with 6 firms reporting positions valued at approximately $10.67M based on SEC Form 13F filings for the quarter ended June 30, 2026.
49 Wealth Management, Llc is the largest disclosed holder, reporting approximately $10.26M in PFDE holdings in its latest filing.
Institutional ownership remains highly concentrated, with 49 Wealth Management, Llc representing the majority of disclosed value.
Institutional Holders
6
Total Reported Value
$10.67M
Largest Holder
49 Wealth Management, Llc
Largest Position
$10.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- 49 Wealth Management, Llc$10.26M
- Thrivent Financial For Lutherans$401,000
- Ubs Group Ag$5,076
- Jpmorgan Chase & Co$2,766
- Cambridge Investment Research Advisors, Inc.$1,805