PACER AMERICAN ENERGY INDEPE (USAI) Institutional Ownership Changes & 13F Activity
PACER AMERICAN ENERGY INDEPE (USAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Beacon Harbor Wealth Advisors, Inc., Arkadios Wealth Advisors, Lpl Financial Llc, Jane Street Group, Llc, and Norris Financial Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +9,196 | +25.9% | 44,741 | $2.04M | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Sell | -20,881 | -60.9% | 13,391 | $609.24K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -11,700 | -49.9% | 11,740 | $534.12K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,085 | +20.0% | 48,596 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +6,688 | +27.2% | 31,305 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -4,382 | -25.1% | 13,092 | $595.62K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,518 | — | 1,518 | $69.07K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -374 | -99.7% | 1 | $46.00 | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +4,301 | +449.9% | 5,257 | $239.16K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,540 | +532.9% | 1,829 | $83.22K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +13 | — | 13 | $591.00 | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +17,100 | +9.2% | 202,707 | $9.22M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +1,901 | +29.4% | 8,372 | $380.89K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +670 | +44.8% | 2,165 | $98.50K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Sell | -756 | -14.1% | 4,590 | $208.84K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +43,478 | — | 43,478 | $1.98M | Q2 2026 | Aug 10, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | Buy | +316,416 | — | 316,416 | $14.74M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +43,277 | +11.6% | 416,921 | $18.97M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +5,479 | +57.9% | 14,935 | $679.48K | Q2 2026 | Aug 07, 2026 |
| Investmark Advisory Group Llc | Sell | -123 | -2.0% | 6,008 | $273.33K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +68 | +1.0% | 6,629 | $301.57K | Q2 2026 | Aug 07, 2026 |
| Norris Financial Group, Llc | Buy | +19,498 | +13.6% | 162,973 | $7.41M | Q2 2026 | Aug 05, 2026 |
| Magnolia Private Wealth, Llc | Sell | -5,694 | -45.7% | 6,756 | $307.38K | Q2 2026 | Aug 05, 2026 |
| Insight Advisors, Llc/ Pa | Buy | +29 | +0.4% | 7,224 | $328.67K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +9,795 | +63.5% | 25,213 | $1.15M | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Buy | +594 | +13.2% | 5,086 | $231.39K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,322 | +11.3% | 12,998 | $591.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -183 | -1.8% | 10,099 | $459.45K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -17,610 | -37.2% | 29,667 | $1.35M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +200 | +166.7% | 320 | $14.56K | Q2 2026 | Jul 28, 2026 |
Frequently asked questions about USAI activity
Which institutional owners are buying USAI?
Institutional owners buying USAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in USAI activity?
"Buy" means an investor increased their reported position in USAI compared to the prior reporting period. This reflects growing exposure to PACER AMERICAN ENERGY INDEPE (USAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USAI increasing?
Institutional interest in USAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.