USAI Institutional Ownership
Pacer American Energy Infrastructure ETF
1W: +0.1%
1M: -8.0%
3M: -1.9%
YTD: +15.7%
1Y: +12.5%
3Y: +77.4%
5Y: +128.2%
$44.28
+0.37 (+0.85%)
Weekly Expected Move ±1.7%
$43
$44
$44
$45
$46
Overview
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Holdings
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Institutional Ownership — USAI
61
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
84M
Total Invested
9
New Positions
28
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 416,921 | 18M | +43,277 | +11.6% | 26Q | SEC ↗ |
| 2 | Beacon Harbor Wealth Advisors, Inc. NEW | 316,416 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 202,707 | 9M | +17,100 | +9.2% | 10Q | SEC ↗ |
| 4 | Norris Financial Group, LLC | 162,973 | 7M | +19,498 | +13.6% | 2Q | SEC ↗ |
| 5 | SL ADVISORS, LLC | 95,782 | 4M | -113 | -0.1% | 12Q | SEC ↗ |
| 6 | JBR Co Financial Management Inc | 83,777 | 4M | +1,764 | +2.2% | 11Q | SEC ↗ |
| 7 | CLG LLC NEW | 52,497 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 48,596 | 2M | +8,085 | +20.0% | 26Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 44,741 | 2M | +9,196 | +25.9% | 5Q | SEC ↗ |
| 10 | Arkadios Wealth Advisors NEW | 43,478 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | CARLSON FINANCIAL, INC. | 39,852 | 2M | +1,752 | +4.6% | 3Q | SEC ↗ |
| 12 | GTS SECURITIES LLC | 31,305 | 1M | +6,688 | +27.2% | 4Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 29,667 | 1M | -17,610 | -37.2% | 14Q | SEC ↗ |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 27,904 | 1M | +820 | +3.0% | 5Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 25,213 | 1M | +9,795 | +63.5% | 7Q | SEC ↗ |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | 20,073 | 889K | +11,921 | +146.2% | 4Q | SEC ↗ |
| 17 | Wealthcare Advisory Partners LLC | 17,818 | 789K | +5,965 | +50.3% | 14Q | SEC ↗ |
| 18 | TCFG WEALTH MANAGEMENT, LLC | 17,529 | 776K | -393 | -2.2% | 5Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 14,935 | 661K | +5,479 | +57.9% | 7Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 13,391 | 593K | -20,881 | -60.9% | 18Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 13,092 | 580K | -4,382 | -25.1% | 7Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 12,998 | 576K | +1,322 | +11.3% | 18Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 11,740 | 520K | -11,700 | -49.9% | 2Q | SEC ↗ |
| 24 | Prospera Financial Services Inc | 10,379 | 460K | +17 | +0.2% | 18Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 10,099 | 447K | -183 | -1.8% | 10Q | SEC ↗ |
| 26 | Wealth Management Associates, Inc. | 8,706 | 386K | +1,307 | +17.7% | 2Q | SEC ↗ |
| 27 | Summit Financial, LLC | 8,372 | 371K | +1,901 | +29.4% | 2Q | SEC ↗ |
| 28 | Moors & Cabot, Inc. | 7,822 | 346K | — | +0.0% | 4Q | SEC ↗ |
| 29 | Insight Advisors, LLC/ PA | 7,224 | 320K | +29 | +0.4% | 10Q | SEC ↗ |
| 30 | Magnolia Private Wealth, LLC | 6,756 | 299K | -5,694 | -45.7% | 3Q | SEC ↗ |
| 31 | Sigma Planning Corp | 6,629 | 294K | +68 | +1.0% | 3Q | SEC ↗ |
| 32 | Investmark Advisory Group LLC | 6,008 | 266K | -123 | -2.0% | 9Q | SEC ↗ |
| 33 | Steward Partners Investment Advisory, | 5,257 | 233K | +4,301 | +449.9% | 7Q | SEC ↗ |
| 34 | Belpointe Asset Management LLC | 5,086 | 225K | +594 | +13.2% | 2Q | SEC ↗ |
| 35 | CIBC Asset Management Inc | 5,000 | 221K | — | +0.0% | 2Q | SEC ↗ |
| 36 | J.W. COLE ADVISORS, INC. | 4,763 | 211K | +32 | +0.7% | 2Q | SEC ↗ |
| 37 | Optivise Advisory Services LLC NEW | 4,714 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Stratos Wealth Advisors, LLC | 4,590 | 203K | -756 | -14.1% | 3Q | SEC ↗ |
| 39 | Lodestone Wealth Management LLC | 4,165 | 184K | -697 | -14.3% | 5Q | SEC ↗ |
| 40 | EverSource Wealth Advisors, LLC | 2,687 | 119K | +5 | +0.2% | 13Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 2,165 | 96K | +670 | +44.8% | 17Q | SEC ↗ |
| 42 | FMR LLC | 1,829 | 81K | +1,540 | +532.9% | 6Q | SEC ↗ |
| 43 | IFG Advisory, LLC NEW | 1,518 | 67K | — | +0.0% | 1Q | SEC ↗ |
| 44 | CWM, LLC | 1,218 | 54K | — | +0.0% | 3Q | SEC ↗ |
| 45 | United Community Bank | 1,000 | 44K | — | +0.0% | 7Q | SEC ↗ |
| 46 | HAZLETT, BURT & WATSON, INC. | 1,000 | 44K | — | +0.0% | 4Q | SEC ↗ |
| 47 | CoreCap Advisors, LLC | 780 | 35K | -2,568 | -76.7% | 10Q | SEC ↗ |
| 48 | AE Wealth Management LLC | 721 | 32K | — | +0.0% | 2Q | SEC ↗ |
| 49 | Allworth Financial LP | 589 | 26K | — | +0.0% | 10Q | SEC ↗ |
| 50 | GHP Investment Advisors, Inc. NEW | 500 | 22K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 316,416 | 14M |
| CLG LLC | 52,497 | 2M |
| Arkadios Wealth Advisors | 43,478 | 2M |
| Optivise Advisory Services LLC | 4,714 | 209K |
| IFG Advisory, LLC | 1,518 | 67K |
| GHP Investment Advisors, Inc. | 500 | 22K |
| Integrated Wealth Concepts LLC | 430 | 19K |
| Highland Investment Advisors LLC | 336 | 15K |
| MORGAN STANLEY | 13 | 1K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TCFG Investment Advisors, LLC | 17,529 | 776K |
| BANK OF AMERICA CORP /DE | 16,772 | 743K |
| Goepper Burkhardt LLC | 5,400 | 239K |
| Western Wealth Management, LLC | 400 | 18K |
| AlphaCore Capital LLC | 80 | 4K |
| Triumph Capital Management | 35 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +43,277 | +11.6% | 416,921 |
| Norris Financial Group, LLC | +19,498 | +13.6% | 162,973 |
| Cetera Investment Advisers | +17,100 | +9.2% | 202,707 |
| INDEPENDENT FINANCIAL GROUP, LLC | +11,921 | +146.2% | 20,073 |
| ENVESTNET ASSET MANAGEMENT INC | +9,795 | +63.5% | 25,213 |
| CITADEL ADVISORS LLC | +9,196 | +25.9% | 44,741 |
| OSAIC HOLDINGS, INC. | +8,085 | +20.0% | 48,596 |
| GTS SECURITIES LLC | +6,688 | +27.2% | 31,305 |
| Wealthcare Advisory Partners LLC | +5,965 | +50.3% | 17,818 |
| MML INVESTORS SERVICES, LLC | +5,479 | +57.9% | 14,935 |
| Steward Partners Investment Advisor | +4,301 | +449.9% | 5,257 |
| Summit Financial, LLC | +1,901 | +29.4% | 8,372 |
| JBR Co Financial Management Inc | +1,764 | +2.2% | 83,777 |
| CARLSON FINANCIAL, INC. | +1,752 | +4.6% | 39,852 |
| FMR LLC | +1,540 | +532.9% | 1,829 |
| Cambridge Investment Research Advis | +1,322 | +11.3% | 12,998 |
| Wealth Management Associates, Inc. | +1,307 | +17.7% | 8,706 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +820 | +3.0% | 27,904 |
| HARBOUR INVESTMENTS, INC. | +670 | +44.8% | 2,165 |
| Belpointe Asset Management LLC | +594 | +13.2% | 5,086 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -20,881 | -60.9% | 13,391 |
| Kestra Advisory Services, LLC | -17,610 | -37.2% | 29,667 |
| GOLDMAN SACHS GROUP INC | -11,700 | -49.9% | 11,740 |
| Magnolia Private Wealth, LLC | -5,694 | -45.7% | 6,756 |
| RAYMOND JAMES FINANCIAL INC | -4,382 | -25.1% | 13,092 |
| CoreCap Advisors, LLC | -2,568 | -76.7% | 780 |
| Stratos Wealth Advisors, LLC | -756 | -14.1% | 4,590 |
| Lodestone Wealth Management LLC | -697 | -14.3% | 4,165 |
| TCFG WEALTH MANAGEMENT, LLC | -393 | -2.2% | 17,529 |
| WELLS FARGO & COMPANY/MN | -374 | -99.7% | 1 |
| COMMONWEALTH EQUITY SERVICES, LLC | -183 | -1.8% | 10,099 |
| Investmark Advisory Group LLC | -123 | -2.0% | 6,008 |
| SL ADVISORS, LLC | -113 | -0.1% | 95,782 |