Pear Tree Pol FRGN Val-InstQFVIX

13F holders, Q4 2025 (December 31)
2holders +1
0new positions
0sold out
$28.29avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Pear Tree Pol FRGN Val-Inst (QFVIX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($229K) and Garton & Associates Financial Advisors LLC ($22K).

Company
Pear Tree Pol FRGN Val-Inst
CUSIP
70472Q807
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

Ethos Financial Group, LLC 0.02% No change 8,087 $229K
Garton & Associates Financial Advisors LLC 0.01% — 790 $22K

"% of holder's portfolio" is QFVIX's weight in each manager's 13F, not the share of Pear Tree Pol FRGN Val-Inst the manager owns.