SZNE Institutional Ownership
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
1W: +0.1%
1M: +1.3%
3M: +0.2%
YTD: +8.5%
1Y: +14.7%
3Y: +9.5%
5Y: +5.7%
$38.21
Last traded 2026-05-15 — delisted
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Institutional Ownership — SZNE
14
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
0
Increased
13
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | IFP Advisors, Inc NEW | 10 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Kestra Advisory Services, LLC | 0 | 0K | -3,546 | -100.0% | 1Q | SEC ↗ |
| 3 | UBS Group AG | 0 | 0K | -473 | -100.0% | 9Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 0 | 0K | -5,775 | -100.0% | 1Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 0 | 0K | -6,008 | -100.0% | 1Q | SEC ↗ |
| 6 | Western Wealth Management, LLC | 0 | 0K | -350 | -100.0% | 1Q | SEC ↗ |
| 7 | Advisory Services Network, LLC | 0 | 0K | -1,941 | -100.0% | 1Q | SEC ↗ |
| 8 | LPL Financial LLC | 0 | 0K | -19,104 | -100.0% | 26Q | SEC ↗ |
| 9 | BankPlus Trust Department | 0 | 0K | -214 | -100.0% | 1Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 0 | 0K | -16,885 | -100.0% | 14Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 0 | 0K | -1,520 | -100.0% | 25Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 0 | 0K | -5,613 | -100.0% | 1Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 0 | 0K | -41,890 | -100.0% | 14Q | SEC ↗ |
| 14 | Proactive Wealth Strategies LLC | 0 | 0K | -22,140 | -100.0% | 7Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -37,444 | -100.0% | 6Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 0 | 0K | -17,537 | -100.0% | 31Q | SEC ↗ |
| 17 | MORGAN STANLEY | 0 | 0K | -409 | -100.0% | 26Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| IFP Advisors, Inc | 10 | 0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 41,890 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,444 | 1M |
| Proactive Wealth Strategies LLC | 22,140 | 846K |
| LPL Financial LLC | 19,104 | 730K |
| ROYAL BANK OF CANADA | 17,537 | 670K |
| GOLDMAN SACHS GROUP INC | 16,885 | 645K |
| RAYMOND JAMES FINANCIAL INC | 6,008 | 230K |
| CITADEL ADVISORS LLC | 5,775 | 221K |
| Cetera Investment Advisers | 5,613 | 214K |
| Kestra Advisory Services, LLC | 3,546 | 135K |
| Advisory Services Network, LLC | 1,941 | 74K |
| OSAIC HOLDINGS, INC. | 1,520 | 58K |
| UBS Group AG | 473 | 18K |
| MORGAN STANLEY | 409 | 16K |
| Western Wealth Management, LLC | 350 | 13K |
| BankPlus Trust Department | 214 | 8K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.