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SZNE PACER FDS TR

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mc (fund)

21 managers (21 13F filers) reported a position in SZNE shares at 2024-12-31, 534,084 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
21
13F filers
21
New
4
Added
5
Reduced
7
Sold out
3
Shares held by filers
534,084

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,945$3.89M<0.01%-1,06013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,563$3.47M<0.01%-28,16013F-HRTimelineGroup
LPL Financial LLC86,046$3.16M<0.01%-9,62313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,359$2.18M<0.01%-1,88313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,797$1.24M<0.01%new13F-HRTimelineGroup
Cambria Investment Management, L.P.23,859$875K0.05%new13F-HRTimeline
Empowered Funds, LLC23,859$875K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,098$701K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,884$619K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,396$601K<0.01%13F-HR/ATimelineGroup
Proactive Wealth Strategies LLC11,722$430K0.22%+3,05013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,504$385K<0.01%+58813F-HR/ATimelineGroup
Financial Enhancement Group LLC8,392$307K0.05%-34,02113F-HRTimeline
Cetera Investment Advisers6,538$240K<0.01%-43413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,025$221K<0.01%+11113F-HRTimelineGroup
Western Wealth Management, LLC5,500$202K0.01%-1,50013F-HR/ATimeline
UBS Group AGin group UBS Group AG4,206$154K<0.01%+4,19213F-HRTimelineGroup
Householder Group Estate & Retirement S…510$18K0.01%013F-HRTimeline
Geneos Wealth Management Inc.465$17.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY416$15.3K<0.01%+713F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.