Pacer Cfra Stovall EqualSZNEETF
13F holders, Q3 2024 (September 30)20holders +1
3new positions
3sold out
$38.81avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding Pacer Cfra Stovall Equal (SZNE) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Royal Bank of Canada ($4.8M), Bank of America Corp. ($4.2M) and LPL Financial LLC ($3.7M).
- Company
- Pacer Cfra Stovall Equal
- Filed as
- PACER FDS TR (Q3 2024)
- CUSIP
- 69374H691
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $215K |
| Exits | 3 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 63,645 shares bought and 71,213 shares sold, net −7,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Royal Bank of Canada | 0.00% | Add +7.0% | 122,723 | $4.8M |
| Bank of America Corp. | 0.00% | Add +3.2% | 107,005 | $4.2M |
| LPL Financial LLC | 0.00% | Add +53.8% | 95,669 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 61,242 | $2.4M |
| Financial Enhancement Group LLC | 0.29% | Add +33.3% | 42,413 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,884 | $660K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.6% | 10,635 | $416K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.8% | 9,916 | $388K |
| Proactive Wealth Strategies LLC | 0.19% | — | 8,672 | $339K |
| Raymond James & Associates | 0.00% | Reduce -18.6% | 8,439 | $330K |
| Western Wealth Management, LLC | 0.02% | No change | 7,000 | $274K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 6,972 | $273K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.3% | 5,914 | $231K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 4,183 | $163K |
| Bessemer Group Inc. | 0.00% | New | 810 | $32K |
| JPMorgan Chase & Co. | 0.00% | New | 500 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 510 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +422.5% | 465 | $18K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 409 | $16K |
| UBS Group AG | 0.00% | Reduce -71.4% | 14 | $547 |
"% of holder's portfolio" is SZNE's weight in each manager's 13F, not the share of Pacer Cfra Stovall Equal the manager owns.