Who Owns SZNE?
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF — Institutional Ownership & 13F Holdings
$38.08
+0.39 (+1.04%)
Market Cap
$13.4M
Shares Outstanding
325,251
Institutional Holders
15
Total Inst. Value
$28.2M
% of Float Held
—
QoQ Holder Change
-2
Institutional data as of Q1 2025
New Positions
3
Closed Positions
6
Increased
3
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $17.5M | 504 |
| 2 | BANK OF AMERICA CORP /DE/ | $3.5M | 100,865 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 56,829 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 37,883 |
| 5 | FLOW TRADERS U.S. LLCNew | $1.1M | 32,483 |
| 6 | OSAIC HOLDINGS, INC. | $616K | 17,720 |
| 7 | GOLDMAN SACHS GROUP INC | $587K | 16,884 |
| 8 | Proactive Wealth Strategies LLCNew | $407K | 11,717 |
| 9 | RAYMOND JAMES FINANCIAL INC | $401K | 11,541 |
| 10 | UBS Group AG | $311K | 8,944 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +504 | $17.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +4K | $1.3M |
| FLOW TRADERS U.S. LLCNew | +32K | $1.1M |
| OSAIC HOLDINGS, INC. | +8K | $616K |
| Proactive Wealth Strategies LLCNew | +12K | $407K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -89K | $192K |
| LPL Financial LLC | -18K | $2K |
| BANK OF AMERICA CORP /DE/ | -5K | $3.5M |
| RAYMOND JAMES FINANCIAL INC | -5K | $401K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -4K | $2.0M |
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Frequently Asked Questions
How many institutional investors hold SZNE?
As of Q1 2025, 15 institutional investors report holding SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) in their 13F filings.
Which hedge fund owns the most SZNE?
The largest institutional holder of SZNE is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $17.5M in shares.
Are institutions buying or selling SZNE?
This quarter, 3 institutions opened new positions in SZNE and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.