8 institutions reported holding $22.7M of RBB FUND TRUST PATHFINDER (PFDE) in SEC 13F filings for 2026-06-30. Largest institutional holders: 49 WEALTH MANAGEMENT, LLC ($10.3M), ALONGSIDE, LLC ($10.3M), Cambridge Investment Research Advisors, Inc. ($1.8M), Thrivent Financial for Lutherans ($401,000), UBS Group AG ($5,076). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 49 WEALTH MANAGEMENT, LLC | $10.3M | 367,969 | Trimmed |
| 2 | ALONGSIDE, LLC | $10.3M | 367,969 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.8M | 64,710 | New |
| 4 | Thrivent Financial for Lutherans | $401,000 | 14,429 | Trimmed |
| 5 | UBS Group AG | $5,076 | 182 | New |
| 6 | JPMORGAN CHASE & CO | $2,766 | 100 | New |
| 7 | MORGAN STANLEY | $390 | 14 | New |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30