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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+9,196+25.9%44,741$2.04MQ2 2026Sep 02, 2026
Jane Street Group, LlcSell-20,881-60.9%13,391$609.24KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-11,700-49.9%11,740$534.12KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,085+20.0%48,596$2.21MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+6,688+27.2%31,305$1.42MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,382-25.1%13,092$595.62KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,5181,518$69.07KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-374-99.7%1$46.00Q2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+4,301+449.9%5,257$239.16KQ2 2026Aug 13, 2026
Fmr LlcBuy+1,540+532.9%1,829$83.22KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1313$591.00Q2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+17,100+9.2%202,707$9.22MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+1,901+29.4%8,372$380.89KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+670+44.8%2,165$98.50KQ2 2026Aug 12, 2026
Stratos Wealth Advisors, LlcSell-756-14.1%4,590$208.84KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+43,47843,478$1.98MQ2 2026Aug 10, 2026
Beacon Harbor Wealth Advisors, Inc.Buy+316,416316,416$14.74MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+43,277+11.6%416,921$18.97MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+5,479+57.9%14,935$679.48KQ2 2026Aug 07, 2026
Investmark Advisory Group LlcSell-123-2.0%6,008$273.33KQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+68+1.0%6,629$301.57KQ2 2026Aug 07, 2026
Norris Financial Group, LlcBuy+19,498+13.6%162,973$7.41MQ2 2026Aug 05, 2026
Magnolia Private Wealth, LlcSell-5,694-45.7%6,756$307.38KQ2 2026Aug 05, 2026
Insight Advisors, Llc/ PaBuy+29+0.4%7,224$328.67KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+9,795+63.5%25,213$1.15MQ2 2026Aug 03, 2026
Belpointe Asset Management LlcBuy+594+13.2%5,086$231.39KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+1,322+11.3%12,998$591.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-183-1.8%10,099$459.45KQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-17,610-37.2%29,667$1.35MQ2 2026Jul 28, 2026
Creative Financial Designs IncBuy+200+166.7%320$14.56KQ2 2026Jul 28, 2026
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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.