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 21 institutions that hold shares in the stock, with a total of 1.35 Million 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
|
Jul 31, 2025 Q2 2025 |
505,883
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 103.0%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
305,056
shares
|
$0
1.08% of portfolio
|
Q2 2025
New holding
|
|
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%
|
|
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%
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
49,735
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
26,800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
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.
|
Jul 31, 2025 Q2 2025 |
14,842
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
12,981
shares
|
$0
0.0% of portfolio
|
Q2 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 |
Jul 15, 2025 Q2 2025 |
7,470
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,274
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,463
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 500.99%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,950
shares
|
$0
0.01% of portfolio
|
Q1 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
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|