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LADDE S&P 20 ETF (fund)

20 managers (20 13F filers) reported a position in PBFR shares at 2025-09-30, 1,862,841 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
7
Added
10
Reduced
1
Sold out
0
Shares held by filers
1,862,841

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brucke Financial, Inc.611,642$17.6M10.32%+38,00713F-HRTimeline
Vise Technologies, Inc.571,011$16.3M0.61%+38,05713F-HRTimeline
Financial Connections Group, Inc.311,967$8.92M3.48%+3,14313F-HRTimeline
BLVD Private Wealth, LLC111,507$3.19M2.74%new13F-HRTimeline
Cetera Investment Advisers51,142$1.46M<0.01%+10,17313F-HRTimeline
Long Island Wealth Management, Inc.35,417$1.01M0.49%+14813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,807$824K<0.01%+8,15913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.21,582$617K0.21%+1,69613F-HRTimeline
Steward Partners Investment Advisory, L…18,163$519K<0.01%+30513F-HRTimeline
OLD MISSION CAPITAL LLC17,145$490K0.02%+8,63613F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC17,000$486K0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,772$451K0.02%-3,54113F-HRTimeline
Compass Advisory Group LLC13,447$385K0.11%+1,42513F-HRTimeline
AssuredPartners Investment Advisors, LLC11,109$318K0.07%new13F-HRTimeline
Claro Advisors Inc.9,767$279K0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,100$232K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,460$128K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,132$61K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,552$44.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,119$32K<0.01%new13F-HRTimelineGroup