Who Owns Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$800070003830000.0T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
SZNE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BankPlus Trust Department | New Position | +214 | +$7.0M |
| Proactive Wealth Strategies LLC | New Position | +11K | +$383K |
| Kestra Advisory Services, LLC | New Position | +4K | +$0 |
| RAYMOND JAMES FINANCIAL INC | New Position | +6K | +$0 |
| ROYAL BANK OF CANADA | Increased | +10K | +$-61.0M |
| GOLDMAN SACHS GROUP INC | Increased | +597 | +$-576.4M |
SZNE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -9K | -$1.3B |
| LPL Financial LLC | Decreased | -11K | -$1.1B |
| OSAIC HOLDINGS, INC. | Decreased | -8K | -$368.1M |
| UBS Group AG | Decreased | -6K | -$209.4M |
| Advisory Services Network, LLC | Closed Position | -3K | -$102.3M |
| Rockefeller Capital Management L.P. | Closed Position | -718 | -$24.5M |
| BANK OF AMERICA CORP /DE/ | Decreased | -9K | -$1.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 246 | $8.0M | 0.00% | Share |
| 2 | BankPlus Trust Department | 214 | $7.0M | 0.00% | Share |
| 3 | Proactive Wealth Strategies LLC | 10,977 | $383K | 0.15% | Share |
| 4 | MORGAN STANLEY | 409 | $0 | 0.00% | Share |
| 5 | OSAIC HOLDINGS, INC. | 1,320 | $0 | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 1,606 | $0 | 0.00% | Share |
| 7 | ROYAL BANK OF CANADA | 11,433 | $0 | 0.00% | Share |
| 8 | RAYMOND JAMES FINANCIAL INC | 2,300 | $0 | 0.00% | Share |
| 9 | RAYMOND JAMES FINANCIAL INC | 3,708 | $0 | 0.00% | Share |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,670 | $0 | 0.00% | Share |
| 11 | BANK OF AMERICA CORP /DE/ | 27,325 | $0 | 0.00% | Share |
| 12 | BANK OF AMERICA CORP /DE/ | 15,050 | $0 | 0.00% | Share |
| 13 | Kestra Advisory Services, LLC | 3,546 | $0 | 0.00% | Share |
| 14 | GOLDMAN SACHS GROUP INC | 17,481 | $0 | 0.00% | Share |
| 15 | LPL Financial LLC | 23,086 | $0 | 0.00% | Share |
| 16 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
SZNE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $15.4M | +2 |
| Q3 2025 | 10 | $3.8B | -1 |
| Q2 2025 | 11 | $8.5B | -4 |
| Q1 2025 | 15 | $11.5B | -3 |
| Q4 2024 | 18 | $886.6B | +3 |
| Q3 2024 | 15 | $3.8T | -2 |
| Q2 2024 | 17 | $211.5B | +0 |
| Q1 2024 | 17 | $601.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF). The largest holder is UBS Group AG with $8.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own SZNE?
As of Q4 2025, 16 institutional investors report holding SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) in their 13F filings.
Who is the largest institutional holder of SZNE?
The largest institutional holder of SZNE is UBS Group AG with $8.0M in shares.
Is institutional ownership of SZNE increasing or decreasing?
This quarter, 4 institutions opened new positions in SZNE and 2 closed their positions.