DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PFOE

PATHFINDER FOCUSED OPPORTUNITIES ETF

3 institutions still hold PATHFINDER FOCUSED OPPORTUNITIES ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 75526L688·3 13F holders·last filed Mar 31, 2026
Market cap
5.8%
vs prior quarter
13F value held
$93M
63.0% inst. owned
of float
Holders
3
0 QoQ
filers reporting
Activity
+88 / −48
+922 added · −915 reduced
this quarter
Concentration
100.00%
49 WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported PFOE in Q1 2026. 49 WEALTH MANAGEMENT, LLC leads at 100.0% of the visible book. +0 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
$93M4.2M6.96%Q1 2026
02
UBS Group AG
CIK 0001610520
$916410.00%Q1 2026
03
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$37117K0.00%Q1 2026