USAI Institutional Ownership & Shareholders
PACER AMERICAN ENERGY INDEPE (USAI) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of USAI tracked by InsiderSet, reporting ownership valued at approximately $18.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.02M, representing an estimated gain of +5.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed USAI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Beacon Harbor Wealth Advisors, Inc., Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in PACER AMERICAN ENERGY INDEPE (USAI).
This page ranks the largest institutional USAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$81.77M
Largest Holder
Lpl Financial Llc
Largest Position
$18.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 416,921 | $18,968,207 | $20,024,716 | +$1,056,509 | +5.57% | |
| Beacon Harbor Wealth Advisors, Inc. | 2.87% | 316,416 | $14,741,189 | $15,197,460 | +$456,271 | +3.10% | |
| Cetera Investment Advisers | 0.01% | 202,707 | $9,222,334 | $9,736,017 | +$513,683 | +5.57% | |
| Norris Financial Group, Llc | 2.95% | 162,973 | $7,414,617 | $7,827,593 | +$412,976 | +5.57% | |
| Sl Advisors, Llc | 8.09% | 95,560 | $4,144,430 | $4,589,747 | +$445,317 | +10.74% | |
| Jbr Co Financial Management Inc | 1.42% | 82,486 | $3,711,573 | $3,961,803 | +$250,230 | +6.74% | |
| Osaic Holdings, Inc. | 0.00% | 48,596 | $2,211,027 | $2,334,066 | +$123,039 | +5.56% | |
| Citadel Advisors Llc | 0.00% | 44,741 | $2,035,532 | $2,148,910 | +$113,378 | +5.57% | |
| Arkadios Wealth Advisors | 0.03% | 43,478 | $1,978,092 | $2,088,248 | +$110,156 | +5.57% | |
| International Assets Investment Management, Llc | 0.09% | 34,031 | $1,494,264 | $1,634,509 | +$140,245 | +9.39% | |
| Gts Securities Llc | 0.03% | 31,305 | $1,424,252 | $1,503,579 | +$79,327 | +5.57% | |
| Teamwork Financial Advisors, Llc | 0.16% | 32,764 | $1,420,975 | $1,573,655 | +$152,680 | +10.74% | |
| Kestra Advisory Services, Llc | 0.00% | 29,219 | $1,267,226 | $1,403,389 | +$136,163 | +10.74% | |
| Independent Financial Group, Llc | 0.02% | 28,678 | $1,243,765 | $1,377,404 | +$133,639 | +10.74% | |
| Envestnet Asset Management Inc | 0.00% | 25,213 | $1,147,083 | $1,210,980 | +$63,897 | +5.57% | |
| Wealthcare Advisory Partners Llc | 0.01% | 19,645 | $852,005 | $943,549 | +$91,544 | +10.74% | |
| Tcfg Wealth Management, Llc | 0.31% | 17,529 | $823,669 | $841,918 | +$18,249 | +2.22% | |
| Mml Investors Services, Llc | 0.00% | 14,935 | $679,484 | $717,328 | +$37,844 | +5.57% | |
| Jane Street Group, Llc | 0.00% | 13,391 | $609,236 | $643,170 | +$33,934 | +5.57% | |
| Raymond James Financial Inc | 0.00% | 13,092 | $595,620 | $628,809 | +$33,189 | +5.57% | |
| Goldman Sachs Group Inc | 0.00% | 11,740 | $534,122 | $563,872 | +$29,750 | +5.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,103 | $481,530 | $533,277 | +$51,747 | +10.75% | |
| Prospera Financial Services Inc | 0.01% | 10,379 | $472,278 | $498,503 | +$26,225 | +5.55% | |
| Wealth Management Associates, Inc. | 0.11% | 8,706 | $396,087 | $418,149 | +$22,062 | +5.57% | |
| Summit Financial, Llc | 0.00% | 8,372 | $380,892 | $402,107 | +$21,215 | +5.57% | |
| Moors & Cabot, Inc. | 0.01% | 7,822 | $355,869 | $375,691 | +$19,822 | +5.57% | |
| Insight Advisors, Llc/ Pa | 0.06% | 7,253 | $314,572 | $348,362 | +$33,790 | +10.74% | |
| Magnolia Private Wealth, Llc | 0.17% | 6,756 | $307,383 | $324,491 | +$17,108 | +5.57% | |
| Sigma Planning Corp | 0.01% | 6,676 | $289,545 | $320,648 | +$31,103 | +10.74% | |
| Investmark Advisory Group Llc | 0.08% | 5,966 | $258,759 | $286,547 | +$27,788 | +10.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,257 | $239,158 | $252,494 | +$13,336 | +5.58% | |
| Belpointe Asset Management Llc | 0.01% | 5,086 | $231,392 | $244,281 | +$12,889 | +5.57% | |
| Cibc Asset Management Inc | 0.00% | 5,000 | $227,480 | $240,150 | +$12,670 | +5.57% | |
| J.W. Cole Advisors, Inc. | 0.00% | 4,763 | $216,700 | $228,767 | +$12,067 | +5.57% | |
| Stratos Wealth Advisors, Llc | 0.01% | 4,590 | $208,839 | $220,458 | +$11,619 | +5.56% | |
| Optivise Advisory Services Llc | 0.10% | 4,714 | $204,446 | $226,413 | +$21,967 | +10.74% | |
| Lodestone Wealth Management Llc | 0.06% | 4,184 | $181,481 | $200,958 | +$19,477 | +10.73% | |
| Harbour Investments, Inc. | 0.00% | 2,165 | $98,504 | $103,985 | +$5,481 | +5.56% | |
| Fmr Llc | 0.00% | 1,829 | $83,215 | $87,847 | +$4,632 | +5.57% | |
| Ifg Advisory, Llc | 0.00% | 1,518 | $69,074 | $72,910 | +$3,836 | +5.55% | |
| Cwm, Llc | 0.00% | 1,218 | $57,234 | $58,501 | +$1,267 | +2.21% | |
| United Community Bank | 0.01% | 1,000 | $43,370 | $48,030 | +$4,660 | +10.74% | |
| Hazlett, Burt & Watson, Inc. | 0.01% | 750 | $34,000 | $36,023 | +$2,023 | +5.95% | |
| Allworth Financial Lp | 0.00% | 589 | $26,798 | $28,290 | +$1,492 | +5.57% | |
| Princeton Global Asset Management Llc | 0.00% | 470 | $20,384 | $22,574 | +$2,190 | +10.74% | |
| Ghp Investment Advisors, Inc. | 0.00% | 380 | $16,481 | $18,251 | +$1,770 | +10.74% | |
| Creative Financial Designs Inc | 0.00% | 320 | $14,559 | $15,370 | +$811 | +5.57% | |
| Ifp Advisors, Inc | 0.00% | 300 | $13,011 | $14,409 | +$1,398 | +10.74% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 53 | $2,411 | $2,546 | +$135 | +5.58% | |
| Private Trust Co Na | 0.00% | 50 | $2,169 | $2,402 | +$233 | +10.72% |
Frequently asked questions about USAI
Who are the largest institutional holders of USAI?
The largest institutional holders of USAI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Beacon Harbor Wealth Advisors, Inc., Cetera Investment Advisers, Norris Financial Group, Llc, and Sl Advisors, Llc. InsiderSet ranks institutional holders by their latest reported USAI position.
What is USAI institutional ownership?
This page tracks USAI positions reported by institutional investment managers through SEC Form 13F. PACER AMERICAN ENERGY INDEPE (USAI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USAI?
InsiderSet currently tracks 55 institutional managers reporting USAI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USAI shareholders.
How much USAI stock do institutions own?
Institutional investment managers disclosed approximately $81.77M in USAI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USAI institutional ownership last updated?
The latest USAI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USAI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USAI position after the reporting date.
Are institutions buying or selling USAI?
Institutional buying and selling can be analyzed by comparing USAI positions across consecutive 13F reporting periods. InsiderSet's USAI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USAI ownership changes.
How has USAI institutional ownership changed over time?
InsiderSet tracks USAI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.