SZNE PACER FDS TR
Followmc (fund)
12 managers (12 13F filers) reported a position in SZNE shares at 2025-12-31, 146,372 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 3
- Added
- 2
- Reduced
- 6
- Sold out
- 4
- Shares held by filers
- 146,372
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 42,375 | $1.48M | <0.01% | -9,396 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 27,670 | $966K | <0.01% | -9,387 | 13F-HRTimelineGroup |
| LPL Financial LLC | 23,086 | $806K | <0.01% | -10,584 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 17,481 | $610K | <0.01% | +597 | 13F-HR/ATimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 11,433 | $399K | <0.01% | +9,641 | 13F-HRTimelineGroup |
| Proactive Wealth Strategies LLC | 10,977 | $383K | 0.15% | -979 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 6,008 | $210K | <0.01% | new | 13F-HRTimelineGroup |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 3,546 | $124K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,926 | $102K | <0.01% | -7,883 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 410 | $14.3K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 246 | $8.59K | <0.01% | -6,121 | 13F-HRTimelineGroup |
| BankPlus Trust Departmentin group BankPlus Trust Department | 214 | $7.47K | <0.01% | new | 13F-HRTimelineGroup |