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SZNE PACER FDS TR

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mc (fund)

16 managers (16 13F filers) reported a position in SZNE shares at 2025-03-31, 375,911 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
16
13F filers
16
New
2
Added
3
Reduced
8
Sold out
6
Shares held by filers
375,911

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,865$3.51M<0.01%-5,08013F-HRTimelineGroup
LPL Financial LLC67,808$2.36M<0.01%-18,23813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,829$1.98M<0.01%-2,53013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,883$1.32M<0.01%+4,08613F-HRTimelineGroup
FLOW TRADERS U.S. LLC32,483$1.13M0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,720$616K<0.01%+7,21613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,884$587K<0.01%013F-HR/ATimelineGroup
Proactive Wealth Strategies LLC11,717$407K0.22%-513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,541$401K<0.01%-4,85513F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,944$311K<0.01%+4,73813F-HRTimelineGroup
Cetera Investment Advisers6,538$227K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,519$192K<0.01%-89,04413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…504$17.5K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY409$14.2K<0.01%-713F-HRTimelineGroup
Geneos Wealth Management Inc.267$9.28K<0.01%-19813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.