
Pacer CFRA Stoval Equal Weight Seasonal Rotation is an exchange-traded fund on ARCA. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $6.0M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $1.8M.
Overview of institutional ownership in SZNE as of Q3 2025
Institutions with the largest positions in SZNE as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $1.8M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.1M 0.00% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $576.4K 0.00% of portfolio |
Proactive Wealth Strategies LLC RIA/Wealth | $408.2K 0.18% of portfolio |
A Advisor Group Holdings, Inc. Institution | $368.1K 0.00% of portfolio |
UBS Group AG Institution | $217.4K 0.00% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $102.3K 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $61.2K 0.00% of portfolio |
Rockefeller Capital Management L.P. Long Only Manager | $24.5K 0.00% of portfolio |
Institutional buying and selling activity for SZNE in Q3 2025
| Institution | Net Bought |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$200.6K +5.9K shares |
A Advisory Services Network, LLC RIA/Wealth | +$102.3K +3.0K shares |
R ROYAL BANK OF CANADA Institution | +$61.2K +-46.2K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$24.5K +718.0 shares |
Proactive Wealth Strategies LLC RIA/Wealth | +$7.5K +220.0 shares |
R Ronald Blue Trust, Inc. Institution | +$1.5K +43.0 shares |
MORGAN STANLEY RIA/Wealth | +$34.2 +1.0 shares |
| Institution | Net Sold |
|---|---|
Goss Wealth Management LLC RIA/Wealth | −$1.2M −34.0K shares |
L LPL Financial LLC Institution | −$617.7K −18.1K shares |
F FLOW TRADERS U.S. LLC Institution | −$362.5K −10.5K shares |
UBS Group AG Institution | −$233.1K −6.8K shares |
Cetera Investment Advisers RIA/Wealth | −$225.4K −6.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$222.9K −6.5K shares |
BANK OF AMERICA CORP /DE/ Institution | −$71.2K −2.1K shares |
A Advisor Group Holdings, Inc. Institution | −$55.3K −1.6K shares |
S SIERRA OCEAN, LLC RIA/Wealth | −$13.8K −400.0 shares |
GOLDMAN SACHS GROUP INC Institution | −$478.0 −14.0 shares |
Institutions that initiated new positions or completely exited SZNE in Q3 2025
| Institution | Position Value |
|---|---|
A Advisory Services Network, LLC RIA/Wealth | $102.3K 3.0K shares |
R Ronald Blue Trust, Inc. Institution | $1.5K 43.0 shares |
| Institution | Previous Position |
|---|---|
Goss Wealth Management LLC RIA/Wealth | $1.2M 34.0K shares |
F FLOW TRADERS U.S. LLC Institution | $362.5K 10.5K shares |
Cetera Investment Advisers RIA/Wealth | $225.4K 6.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $222.9K 6.5K shares |
S SIERRA OCEAN, LLC RIA/Wealth | $13.8K 400.0 shares |
Institutions with the largest Call and Put options positions in SZNE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SZNE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Proactive Wealth Strategies LLC RIA/Wealth | 0.18% $408.2K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $1.3M |
A Advisory Services Network, LLC RIA/Wealth | 0.00% $102.3K |
A Advisor Group Holdings, Inc. Institution | 0.00% $368.1K |
L LPL Financial LLC Institution | 0.00% $1.1M |
Geneos Wealth Management Inc. RIA/Wealth | 0.00% $6.1K |
BANK OF AMERICA CORP /DE/ Institution | 0.00% $1.8M |
GOLDMAN SACHS GROUP INC Institution | 0.00% $576.4K |
Rockefeller Capital Management L.P. Long Only Manager | 0.00% $24.5K |
UBS Group AG Institution | 0.00% $217.4K |
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