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 26 institutions that hold shares in the stock, with a total of 903,706 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
|
May 01, 2025 Q1 2025 |
249,204
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
119,320
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
112,259
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
76,022
shares
|
$0
2.44% of portfolio
|
Q1 2025
New holding
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
57,025
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
48,278
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,847
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
31,268
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,335
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
26,897
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 61.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
18,412
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 98.88%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
14,524
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.3%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
14,273
shares
|
$0
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
12,981
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
9,561
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,565
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,741
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 54.85%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,470
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,950
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,378
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 96.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
909
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 500.99%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
52
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
16
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|