PACER AMERICAN ENERGY INDEPE (USAI) Institutional Shareholders
PACER AMERICAN ENERGY INDEPE (USAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $56.72M in USAI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of USAI tracked by InsiderSet, reporting ownership valued at approximately $17.56M in its March 31, 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 $17.41M, representing an estimated loss of -0.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed USAI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Sl Advisors, Llc, 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
53
Total Reported Value
$56.72M
Largest Holder
Lpl Financial Llc
Largest Position
$17.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
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% | 373,644 | $17,557,534 | $17,407,327 | -$150,207 | -0.86% | |
| Cetera Investment Advisers | 0.01% | 185,607 | $8,721,668 | $8,647,059 | -$74,609 | -0.86% | |
| Sl Advisors, Llc | 7.62% | 95,782 | $4,357,680 | $4,462,292 | +$104,612 | +2.40% | |
| Jbr Co Financial Management Inc | 1.39% | 83,777 | $3,811,510 | $3,903,003 | +$91,493 | +2.40% | |
| Clg Llc | 0.52% | 52,497 | $2,388,397 | $2,445,730 | +$57,333 | +2.40% | |
| Osaic Holdings, Inc. | 0.00% | 40,511 | $1,903,581 | $1,887,326 | -$16,255 | -0.85% | |
| Citadel Advisors Llc | 0.00% | 35,545 | $1,670,260 | $1,655,970 | -$14,290 | -0.86% | |
| Jane Street Group, Llc | 0.00% | 34,272 | $1,610,441 | $1,596,664 | -$13,777 | -0.86% | |
| Kestra Advisory Services, Llc | 0.00% | 29,667 | $1,349,743 | $1,382,126 | +$32,383 | +2.40% | |
| International Assets Investment Management, Llc | 0.08% | 27,904 | $1,255,579 | $1,299,992 | +$44,413 | +3.54% | |
| Gts Securities Llc | 0.04% | 24,617 | $1,156,753 | $1,146,857 | -$9,896 | -0.86% | |
| Goldman Sachs Group Inc | 0.00% | 23,440 | $1,101,446 | $1,092,023 | -$9,423 | -0.86% | |
| Independent Financial Group, Llc | 0.02% | 20,073 | $913,239 | $935,161 | +$21,922 | +2.40% | |
| Tcfg Wealth Management, Llc | 0.31% | 17,529 | $823,669 | $816,641 | -$7,028 | -0.85% | |
| Raymond James Financial Inc | 0.00% | 17,474 | $821,105 | $814,079 | -$7,026 | -0.86% | |
| Wealthcare Advisory Partners Llc | 0.02% | 17,818 | $810,664 | $830,105 | +$19,441 | +2.40% | |
| Envestnet Asset Management Inc | 0.00% | 15,418 | $724,474 | $718,294 | -$6,180 | -0.85% | |
| Magnolia Private Wealth, Llc | 0.39% | 12,450 | $585,026 | $580,021 | -$5,005 | -0.86% | |
| Prospera Financial Services Inc | 0.01% | 10,379 | $472,278 | $483,537 | +$11,259 | +2.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,099 | $459,450 | $470,492 | +$11,042 | +2.40% | |
| Mml Investors Services, Llc | 0.00% | 9,456 | $444,353 | $440,536 | -$3,817 | -0.86% | |
| Wealth Management Associates, Inc. | 0.11% | 8,706 | $396,087 | $405,595 | +$9,508 | +2.40% | |
| Moors & Cabot, Inc. | 0.02% | 7,822 | $367,556 | $364,411 | -$3,145 | -0.86% | |
| Insight Advisors, Llc/ Pa | 0.06% | 7,195 | $338,116 | $335,201 | -$2,915 | -0.86% | |
| Sigma Planning Corp | 0.01% | 6,561 | $308,281 | $305,664 | -$2,617 | -0.85% | |
| Summit Financial, Llc | 0.00% | 6,471 | $304,072 | $301,471 | -$2,601 | -0.86% | |
| Investmark Advisory Group Llc | 0.12% | 6,131 | $288,134 | $285,631 | -$2,503 | -0.87% | |
| Stratos Wealth Advisors, Llc | 0.02% | 5,346 | $251,210 | $249,059 | -$2,151 | -0.86% | |
| Cibc Asset Management Inc | 0.00% | 5,000 | $234,950 | $232,940 | -$2,010 | -0.86% | |
| Belpointe Asset Management Llc | 0.01% | 5,086 | $231,392 | $236,947 | +$5,555 | +2.40% | |
| J.W. Cole Advisors, Inc. | 0.00% | 4,763 | $216,700 | $221,899 | +$5,199 | +2.40% | |
| Optivise Advisory Services Llc | 0.11% | 4,714 | $214,468 | $219,616 | +$5,148 | +2.40% | |
| Lodestone Wealth Management Llc | 0.07% | 4,165 | $189,470 | $194,039 | +$4,569 | +2.41% | |
| Harbour Investments, Inc. | 0.00% | 1,495 | $70,283 | $69,649 | -$634 | -0.90% | |
| Cwm, Llc | 0.00% | 1,218 | $57,234 | $56,744 | -$490 | -0.86% | |
| United Community Bank | 0.02% | 1,000 | $46,990 | $46,588 | -$402 | -0.86% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 956 | $44,903 | $44,538 | -$365 | -0.81% | |
| Corecap Advisors, Llc | 0.00% | 780 | $35,487 | $36,339 | +$852 | +2.40% | |
| Ae Wealth Management Llc | 0.00% | 721 | $33,880 | $33,590 | -$290 | -0.86% | |
| Allworth Financial Lp | 0.00% | 589 | $27,678 | $27,440 | -$238 | -0.86% | |
| Ghp Investment Advisors, Inc. | 0.00% | 500 | $22,748 | $23,294 | +$546 | +2.40% | |
| Princeton Global Asset Management Llc | 0.00% | 470 | $21,383 | $21,896 | +$513 | +2.40% | |
| Western Wealth Management, Llc | 0.00% | 400 | $18,796 | $18,635 | -$161 | -0.86% | |
| Wells Fargo & Company/Mn | 0.00% | 375 | $17,629 | $17,471 | -$159 | -0.90% | |
| Creative Financial Designs Inc | 0.00% | 320 | $14,559 | $14,908 | +$349 | +2.40% | |
| Ifp Advisors, Inc | 0.00% | 300 | $13,649 | $13,976 | +$327 | +2.40% | |
| Fmr Llc | 0.00% | 289 | $13,557 | $13,464 | -$93 | -0.69% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 53 | $2,411 | $2,469 | +$58 | +2.41% | |
| Spire Wealth Management | 0.00% | 48 | $2,196 | $2,236 | +$40 | +1.83% | |
| Atlantic Union Bankshares Corp | 0.00% | 21 | $994 | $978 | -$16 | -1.57% |
Frequently asked questions about USAI
Who owns the most USAI stock?
The largest holders of USAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER AMERICAN ENERGY INDEPE (USAI).
Is USAI widely held by superinvestors?
Many widely followed stocks like USAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.