PFDE Institutional Ownership & Shareholders
PATHFINDER DISCIPLINED US EQ (PFDE) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
49 Wealth Management, Llc is currently the largest disclosed institutional shareholder of PFDE tracked by InsiderSet, reporting ownership valued at approximately $10.26M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.91M, representing an estimated loss of -3.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PFDE value among the investors covered in this analysis. Major shareholders include 49 Wealth Management, Llc, Thrivent Financial For Lutherans, Ubs Group Ag, and several other long-term asset managers with concentrated positions in PATHFINDER DISCIPLINED US EQ (PFDE).
This page ranks the largest institutional PFDE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 49 Wealth Management, Llc | 1.96% | 367,969 | $10,263,242 | $9,909,516 | -$353,726 | -3.45% | |
| Thrivent Financial For Lutherans | 0.00% | 14,429 | $401,000 | $388,577 | -$12,423 | -3.10% | |
| Ubs Group Ag | 0.00% | 182 | $5,076 | $4,901 | -$175 | -3.44% | |
| Jpmorgan Chase & Co | 0.00% | 100 | $2,766 | $2,693 | -$73 | -2.64% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 64,710 | $1,805 | $1,742,660 | +$1,740,855 | +96446.24% | |
| Morgan Stanley | 0.00% | 14 | $390 | $377 | -$13 | -3.33% |
Frequently asked questions about PFDE
Who are the largest institutional holders of PFDE?
The largest institutional holders of PFDE reported in the latest SEC Form 13F filings include 49 Wealth Management, Llc, Thrivent Financial For Lutherans, Ubs Group Ag, Jpmorgan Chase & Co, and Cambridge Investment Research Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported PFDE position.
What is PFDE institutional ownership?
This page tracks PFDE positions reported by institutional investment managers through SEC Form 13F. PATHFINDER DISCIPLINED US EQ (PFDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFDE?
InsiderSet currently tracks 6 institutional managers reporting PFDE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFDE shareholders.
How much PFDE stock do institutions own?
Institutional investment managers disclosed approximately $10.67M in PFDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFDE institutional ownership last updated?
The latest PFDE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFDE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFDE position after the reporting date.
Are institutions buying or selling PFDE?
Institutional buying and selling can be analyzed by comparing PFDE positions across consecutive 13F reporting periods. InsiderSet's PFDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFDE ownership changes.
How has PFDE institutional ownership changed over time?
InsiderSet tracks PFDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.