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LADDE S&P 20 ETF (fund)

33 managers (34 13F filers) reported a position in PBFR shares at 2026-03-31, 3,414,261 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
34
New
12
Added
17
Reduced
4
Sold out
2
Shares held by filers
3,414,261

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.652,859$18.9M9.6%+23,54913F-HRTimeline
Vise Technologies, Inc.596,887$17.4M0.34%013F-HRTimeline
Apella Capital, LLC346,136$10.4M0.15%new13F-HRTimeline
Financial Connections Group, Inc.351,152$10.2M3.54%+17,34413F-HRTimeline
AA Financial Advisors, LLC272,500$7.9M1.11%+182,66113F-HRTimeline
Foguth Wealth Management, LLC.248,797$7.6M0.89%+67,55613F-HRTimeline
BLVD Private Wealth, LLC195,442$5.67M4.93%+43,55313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,347$3.46M<0.01%+51,87013F-HRTimelineGroup
Tradition Wealth Management, LLC91,006$2.64M0.19%new13F-HRTimeline
OneDigital Investment Advisors LLC82,692$2.4M0.02%+69,39213F-HRTimeline
Cetera Investment Advisers60,769$1.76M<0.01%+4,28913F-HRTimeline
AssuredPartners Investment Advisors, LLC56,265$1.64M0.18%+8613F-HRTimeline
Claro Advisors Inc.42,042$1.22M0.15%+12,82913F-HRTimeline
CENTAURUS FINANCIAL, INC.31,088$902K0.04%+11,87113F-HRTimeline
Integrated Wealth Concepts LLC30,623$888K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,668$831K0.02%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding27,477$797K+10,477Timeline
DHJJ Financial Advisors, Ltd.26,225$761K0.25%+1,52813F-HRTimeline
Nicholas Wealth, LLC.25,382$736K0.51%+113F-HRTimeline
Cambridge Investment Research Advisors,…21,528$624K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…17,753$515K<0.01%-6813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,614$395K<0.01%+4,31113F-HRTimeline
Compass Advisory Group LLC13,518$392K0.1%+7113F-HRTimeline
LPL Financial LLC11,884$345K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC11,127$323K<0.01%new13F-HRTimeline
Long Island Wealth Management, Inc.9,974$289K0.13%-26,00313F-HRTimeline
Wealth Group Ltd7,980$231K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,755$196K0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,630$105K<0.01%-12,14413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,409$98.8K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC3,298$95.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,095$89.8K<0.01%-1,36513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,339$38.8K<0.01%+23613F-HRTimelineGroup