Institutional Ownership Inv.Act.Mangd Exch Trd Comm.Fd (PDBA)
This table provides information about the institutional ownership of Inv.Act.Mangd Exch Trd Comm.Fd (PDBA). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 996,974 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
411,755
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
120,049
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
113,198
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
70,493
shares
|
$0
1.94% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
59,160
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,565
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 87.99%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
29,768
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
28,860
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24,781
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 48.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,538
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 139.48%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
15,970
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
11,748
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
8,746
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,565
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
7,924
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,274
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,950
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,289
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,091
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
162
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
52
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
36
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|