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Institutional Holders of SZNE
HolderAmountPosition Size
($ in 1000's)
 As of
Royal Bank of Canada138,048$5,020 12/31/2023
     SZNE138,048$5,020 12/31/2023
Bank of America Corp DE106,794$3,884 12/31/2023
     SZNE106,794$3,884 12/31/2023
Wealth Enhancement Advisory Services LLC69,458$2,744 03/31/2024
     SZNE69,458$2,744 03/31/2024
LPL Financial LLC68,725$2,499 12/31/2023
     SZNE68,725$2,499 12/31/2023
Financial Enhancement Group LLC52,456$1,982 03/31/2024
     SZNE52,456$1,982 03/31/2024
Lincoln National Corp29,311$1,066 12/31/2023
     SZNE29,311$1,066 12/31/2023
Envestnet Asset Management Inc. $943 12/31/2023
     INDUSTRIAL RELET17,248$722 12/31/2023
     SZNE6,086$221 12/31/2023
Goldman Sachs Group Inc.16,432$598 12/31/2023
     SZNE16,432$598 12/31/2023
Raymond James Financial Services Advisors Inc.13,609$538 03/31/2024
     SZNE13,609$538 03/31/2024
Ellerson Group Inc. ADV14,690$534 12/31/2023
     SZNE14,690$534 12/31/2023
Advisor Group Holdings Inc.12,116$441 12/31/2023
     SZNE12,116$441 12/31/2023
Raymond James & Associates11,013$435 03/31/2024
     SZNE11,013$435 03/31/2024
Western Wealth Management LLC7,900$287 12/31/2023
     SZNE7,900$287 12/31/2023
Stifel Financial Corp7,829$285 12/31/2023
     SZNE7,829$285 12/31/2023
Cetera Advisor Networks LLC7,683$279 12/31/2023
     SZNE7,683$279 12/31/2023
Kestra Advisory Services LLC6,780$247 12/31/2023
     SZNE6,780$247 12/31/2023
Susquehanna International Group LLP6,122$223 12/31/2023
     SZNE6,122$223 12/31/2023
Householder Group Estate & Retirement Specialist LLC510$18 12/31/2023
     SZNE510$18 12/31/2023
Morgan Stanley409$15 12/31/2023
     SZNE409$15 12/31/2023
Geneos Wealth Management Inc.89$3 12/31/2023
     SZNE89$3 12/31/2023

See All: Funds Holding SZNE
See Details: Top 10 Hedge Funds Holding SZNE
Also See: SZNE Holdings Changes

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