16 institutions reported holding $6.1M of PACER FDS TR (SZNE) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M), Proactive Wealth Strategies LLC ($789,196), LPL Financial LLC ($680,971), Royal Bank of Canada ($625,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.5M | 41,890 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 37,444 | Added |
| 3 | Proactive Wealth Strategies LLC | $789,196 | 22,140 | Added |
| 4 | LPL Financial LLC | $680,971 | 19,104 | Trimmed |
| 5 | Royal Bank of Canada | $625,000 | 17,537 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $601,866 | 16,885 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $205,850 | 5,775 | New |
| 8 | Cetera Investment Advisers | $200,075 | 5,613 | New |
| 9 | Advisory Services Network, LLC | $69,172 | 1,941 | New |
| 10 | OSAIC HOLDINGS, INC. | $54,208 | 1,520 | Trimmed |
| 11 | UBS Group AG | $16,860 | 473 | Added |
| 12 | MORGAN STANLEY | $14,579 | 409 | Trimmed |
| 13 | Western Wealth Management, LLC | $12,476 | 350 | New |
| 14 | BankPlus Trust Department | $0 | 0 | Exited |
| 15 | RAYMOND JAMES FINANCIAL INC | $0 | 0 | Exited |
| 16 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31