Institutional Ownership Pacer Fds Tr Cfra Stovall Eql (SZNE)
This table provides information about the institutional ownership of Pacer Fds Tr Cfra Stovall Eql (SZNE). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 591,481 shares, which have been reported (via 13F filing form) to have a value of $21.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
131,113
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
101,253
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.19%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
69,458
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.88%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
61,326
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.77%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
52,456
shares
|
$1.91 Million
0.38% of portfolio
|
Q1 2024
Added 1.65%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
42,847
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2024
Added 599.89%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
30,023
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2024
Added 2.43%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
16,432
shares
|
$597,960
0.0% of portfolio
|
Q3 2023
Added 39.95%
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 08, 2024 Q1 2024 |
14,690
shares
|
$534,569
0.44% of portfolio
|
Q3 2023
Added 15.67%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
13,609
shares
|
$495,231
0.0% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
11,998
shares
|
$436,607
0.0% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
11,013
shares
|
$400,763
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
7,829
shares
|
$284,897
0.0% of portfolio
|
Q4 2023
Reduced 6.0%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
7,027
shares
|
$255,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
7,000
shares
|
$254,730
0.02% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
6,790
shares
|
$247,088
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
5,430
shares
|
$197,597
0.0% of portfolio
|
Q1 2024
Reduced 10.78%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
510
shares
|
$18,558
0.01% of portfolio
|
Q4 2023
Reduced 22.73%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
410
shares
|
$14,919
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
178
shares
|
$6,477
0.0% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
89
shares
|
$3,238
0.0% of portfolio
|
Q3 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|