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 19 institutions that hold shares in the stock, with a total of 395,317 shares, which have been reported (via 13F filing form) to have a value of $13.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
100,865
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
67,808
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
56,829
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,883
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 12.09%
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,483
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,720
shares
|
$608,682
0.0% of portfolio
|
Q4 2024
Reduced 40.72%
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,884
shares
|
$579,965
0.0% of portfolio
|
Q2 2024
Added 2.75%
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
11,717
shares
|
$402,478
0.22% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,541
shares
|
$396,433
0.0% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,635
shares
|
$365,312
0.0% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,944
shares
|
$307,226
0.0% of portfolio
|
Q1 2025
Added 112.65%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,439
shares
|
$289,879
0.0% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,538
shares
|
$224,580
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,519
shares
|
$189,577
0.0% of portfolio
|
Q1 2025
Reduced 94.16%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
510
shares
|
$17,518
0.01% of portfolio
|
Q4 2023
Reduced 22.73%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
504
shares
|
$17,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
409
shares
|
$14,049
0.0% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
89
shares
|
$3,057
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|