ADVISORS SER TR

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PZIV·00770X196·US·ETF

PZIV (ADVISORS SER TR) is held by 3 institutional investors as of Q2 2026. Largest holders: CITADEL ADVISORS LLC ($436,039), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($274,379), UBS Group AG ($11,320). Net institutional sentiment: Bullish.

3

Holders

$721,738

Total Value

100% (3)

Consensus

3 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)62

Activist (13D/13G)44

Congressional (STOCK Act)54

Holder Quality

66

★★★★★

Elite

60

★★★★

Strong

74

★★★

Solid

32

★★

Below

13

★

Weak

Held by 3 funds

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PZIV.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CITADEL ADVISORS LLC	New	15,485	$436,039	0.0%	+3.91%	37
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	9,744	$274,379	0.0%	+3.91%	36
UBS Group AG	New	402	$11,320	0.0%	+3.91%	27

PZIVADVISORS SER TR

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer