SZNE PACER FDS TR
Followmc (fund)
16 managers (16 13F filers) reported a position in SZNE shares at 2025-06-30, 297,543 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 16
- 13F filers
- 16
- New
- 2
- Added
- 4
- Reduced
- 7
- Sold out
- 2
- Shares held by filers
- 297,543
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 53,857 | $1.86M | <0.01% | -47,008 | 13F-HRTimelineGroup |
| LPL Financial LLC | 51,764 | $1.78M | <0.01% | -16,044 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 47,964 | $1.65M | <0.01% | +42,445 | 13F-HR/ATimelineGroup |
| NewEdge Advisors, LLC | 34,007 | $1.17M | 0.01% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 31,180 | $1.07M | <0.01% | -6,703 | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 16,898 | $583K | <0.01% | +14 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 13,196 | $455K | <0.01% | +4,252 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 12,434 | $429K | <0.01% | -5,286 | 13F-HR/ATimelineGroup |
| Proactive Wealth Strategies LLC | 11,736 | $405K | 0.19% | +19 | 13F-HRTimeline |
| FLOW TRADERS U.S. LLC | 10,516 | $363K | 0.01% | -21,967 | 13F-HRTimeline |
| Cetera Investment Advisers | 6,538 | $225K | <0.01% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 6,466 | $223K | <0.01% | -5,075 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 409 | $14.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| SIERRA OCEAN, LLC | 400 | $13.8K | 0.01% | new | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 178 | $6.14K | <0.01% | -89 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |