Who owns Pathfinder Disciplined US Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFDE from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 815,373 shares of Pathfinder Disciplined US Equity ETF worth $20.5M — about 31.4% of shares outstanding; the largest disclosed holder is ALONGSIDE, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$20.5M
value, 2026 filers
31.4%
of shares outstanding (815,373 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PFDE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ALONGSIDE, LLCNEW | 367,969 | $10.3M | 2.0% | 14.1% | new |
| 2 | 49 WEALTH MANAGEMENT, LLC | 367,969 | $10.3M | 2.0% | 14.1% | -91.2% |
| 3 | Cambridge Investment Research Advisors, Inc.NEW | 64,710 | $1,805 | 0.0% | 2.5% | new |
| 4 | Thrivent Financial for Lutherans | 14,429 | $401 | 0.0% | 0.6% | -16.9% |
| 5 | UBS Group AGNEW | 182 | $5,076 | 0.0% | 0% | new |
| 6 | JPMORGAN CHASE & CONEW | 100 | $2,766 | 0.0% | 0% | new |
| 7 | MORGAN STANLEYNEW | 14 | $390 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.