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Pathfinder Disciplined US EQ (PFDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,092 from 64,710
Change-48,618 (-75%)
Value$454 (-$1.4K)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares14,444 from 14,429
Change+15 (+0%)
Value$408 (+$7)
Filed 2026-11-05
Alongside, LLC
N/A
Shares— from 367,969
Change-367,969 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 367,969
Change-367,969 (-100%)
Value—
UBS Group AG
N/A
Shares— from 182
Change-182 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
DECREASED16,09264,710-48,618-75%$1.8K$454-$1.4K2026-11-02
Thrivent Financial for Lutherans
INCREASED14,44414,429+15+0%$401$408+$72026-11-05
Alongside, LLC
N/A—367,969-367,969-100%$10.3M———
49 Wealth Management, LLC
N/A—367,969-367,969-100%$10.3M———
UBS Group AG
N/A—182-182-100%$5.1K———
JPMorgan Chase & Co
N/A—100-100-100%$2.8K———
Morgan Stanley
N/A—14-14-100%$390———
Showing 7 of 7 institutions