Pacer Cfra Stovall EqualSZNEETF

13F holders, Q2 2024 (June 30)
19holders −2
0new positions
2sold out
$36.72avg. 13F price*

At the end of Q2 2024, 19 institutions reported holding Pacer Cfra Stovall Equal (SZNE) in their 13F filings, down 2 from Q1 2024. 0 opened new positions and 2 sold out. The largest holders were Royal Bank of Canada ($4.2M), Bank of America Corp. ($3.8M) and LPL Financial LLC ($2.3M).

Company
Pacer Cfra Stovall Equal
Filed as
PACER FDS TR (Q2 2024)
CUSIP
69374H691
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 21Q1 2024Q2 2024: 19Q2 2024Q3 2024: 20Q3 2024Q4 2024: 20Q4 2024Q1 2025: 15Q1 2025Q2 2025: 15Q2 2025Q3 2025: 13Q3 2025Q4 2025: 12Q4 2025Q1 2026: 12Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits2$1.8M

All 13F filers, Q1 2024 → Q2 2024: 25,748 shares bought and 107,958 shares sold, net −82,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Royal Bank of Canada 0.00% Reduce -12.5% 114,680 $4.2M
Bank of America Corp. 0.00% Add +2.4% 103,661 $3.8M
LPL Financial LLC 0.00% Add +1.4% 62,199 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.2% 58,912 $2.2M
Osaic Holdings, Inc. 0.00% Add +183.0% 33,951 $1.2M
Financial Enhancement Group LLC 0.20% Reduce -39.3% 31,824 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -32.8% 28,781 $1.1M
Goldman Sachs Group Inc. 0.00% Add +2.8% 16,884 $618K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.1% 12,910 $473K
Raymond James & Associates 0.00% Reduce -5.8% 10,372 $380K
Stifel Financial Corp. 0.00% Reduce -1.3% 7,730 $283K
Cetera Investment Advisers 0.00% No change 7,027 $257K
Western Wealth Management, LLC 0.02% No change 7,000 $256K
Kestra Advisory Services, LLC 0.00% Add +0.5% 6,821 $250K
Envestnet Asset Management Inc. 0.00% Add +0.6% 5,461 $200K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 510 $18K
Morgan Stanley 0.00% No change 410 $15K
Geneos Wealth Management Inc. 0.00% No change 89 $3K
UBS Group AG 0.00% Reduce -72.5% 49 $2K

"% of holder's portfolio" is SZNE's weight in each manager's 13F, not the share of Pacer Cfra Stovall Equal the manager owns.