Latest Period
Q1 2026
Security Snapshot
PACER FDS TR - CFRA STVAL EQL (SZNE) Institutional Ownership
CUSIP: 69374H691
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
13
Shares (Excl. Options)
171,081
Price
$35.64
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- Type / Class
- Equity / CFRA STVAL EQL
- Symbol
- SZNE
- Price per share
- $38.21
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 171,081
- Total reported value
- $6,098,113
- % of total 13F portfolios
- 0%
- Share change
- +24,710
- Value change
- +$887,980
- Number of holders
- 13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SZNE - PACER FDS TR - CFRA STVAL EQL is tracked under CUSIP 69374H691.
- 13 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 12 to 13 between Q4 2025 and Q1 2026.
- Reported value moved from $5,108,894 to $6,098,113.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 13 institutions filings for Q1 2026.
Security key
69374H691
Latest holder period
Q1 2026
13F holders
13
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 69374H691:
As of 31 Mar 2026, 13 institutional investors reported holding 171,081 shares of PACER FDS TR - CFRA STVAL EQL (SZNE).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 171,081 | $6,098,113 | +$887,980 | $35.64 | 13 |
| 2025 Q4 | 146,371 | $5,108,894 | -$984,315 | $34.90 | 12 |
| 2025 Q3 | 174,652 | $5,961,534 | -$4,210,540 | $34.14 | 13 |
| 2025 Q2 | 297,543 | $10,257,743 | -$2,713,067 | $34.47 | 15 |
| 2025 Q1 | 375,733 | $13,058,473 | -$5,654,555 | $34.75 | 15 |
| 2024 Q4 | 534,084 | $19,587,887 | +$959,346 | $36.68 | 20 |
| 2024 Q3 | 510,375 | $19,806,995 | -$228,821 | $39.10 | 20 |
| 2024 Q2 | 509,271 | $18,700,923 | -$3,171,383 | $36.63 | 19 |
| 2024 Q1 | 591,481 | $23,276,975 | +$98,747 | $39.51 | 21 |
| 2023 Q4 | 589,556 | $21,367,715 | -$5,588,226 | $36.37 | 20 |
| 2023 Q3 | 745,177 | $24,112,144 | -$3,801,274 | $32.40 | 25 |
| 2023 Q2 | 861,769 | $30,722,193 | +$1,389,491 | $35.64 | 24 |
| 2023 Q1 | 823,205 | $30,482,964 | -$794,817 | $37.12 | 26 |
| 2022 Q4 | 845,166 | $29,366,445 | -$13,845,993 | $34.56 | 26 |
| 2022 Q3 | 1,232,659 | $38,305,000 | -$934,114 | $31.08 | 23 |
| 2022 Q2 | 1,260,033 | $41,900,000 | -$4,440,921 | $33.24 | 23 |
| 2022 Q1 | 1,388,261 | $51,901,029 | -$95,376 | $37.15 | 24 |
| 2021 Q4 | 1,387,223 | $55,276,000 | +$10,026,560 | $39.87 | 30 |
| 2021 Q3 | 1,336,304 | $50,138,000 | +$6,951,747 | $37.52 | 25 |
| 2021 Q2 | 1,162,921 | $44,202,000 | +$1,627,447 | $38.02 | 24 |
| 2021 Q1 | 1,121,240 | $39,810,768 | -$484,648 | $35.51 | 22 |
| 2020 Q4 | 1,136,157 | $36,144,000 | -$7,106,990 | $31.80 | 23 |
| 2020 Q3 | 1,361,785 | $37,302,000 | -$3,958,299 | $27.43 | 23 |
| 2020 Q2 | 1,508,844 | $39,112,000 | -$1,684,726 | $25.93 | 25 |
| 2020 Q1 | 1,578,083 | $34,813,000 | +$3,208,144 | $22.04 | 26 |
| 2019 Q4 | 1,392,651 | $43,384,000 | +$26,765,037 | $31.15 | 24 |
| 2019 Q3 | 587,313 | $17,009,000 | +$4,769,979 | $28.97 | 14 |
| 2019 Q2 | 422,887 | $12,199,000 | +$10,304,746 | $28.75 | 9 |
| 2019 Q1 | 65,933 | $1,782,000 | +$1,561,935 | $27.03 | 7 |
| 2018 Q4 | 8,137 | $188,000 | -$1,351,010 | $23.02 | 3 |
| 2018 Q3 | 66,449 | $1,742,000 | +$1,742,000 | $26.22 | 1 |