13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PFDE

RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF

3 institutions still hold RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 75526L670·3 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.2%
vs prior quarter
13F value held
$99M
70.0% inst. owned
of float
Holders
3
+118 QoQ
filers reporting
Activity
+63 / −77
+995 added · −794 reduced
this quarter
Concentration
99.73%
49 WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported PFDE in Q1 2026. 49 WEALTH MANAGEMENT, LLC leads at 99.7% of the visible book. +118 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$98M4.2M7.36%Q1 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$269,57311K0.00%Q1 202603
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$40117K0.00%Q1 2026