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Pacer American Energy Indepe (USAI)

CUSIP: 69374H634 | NYSE | 105 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

SL Advisors, LLC95,560
8.1% of portfolio›$4.1M
JBR Co Financial Management Inc82,486
1.4% of portfolio›$3.7M
Carlson Financial, Inc.41,075
0.9% of portfolio›$1.8M
International Assets Investment Management, LLC34,031
0.1% of portfolio›$1.5M
Teamwork Financial Advisors, LLC32,764
0.2% of portfolio›$1.4M
Kestra Advisory Services, LLC29,219
0.0% of portfolio›$1.3M
Independent Financial Group, LLC28,678
0.0% of portfolio›$1.2M
Wealthcare Advisory Partners LLC19,645
0.0% of portfolio›$852.0K
Cambridge Investment Research Advisors, Inc.14,190
0.0% of portfolio›$615
Commonwealth Equity Services, LLC11,103
0.0% of portfolio›$481.5K
Prospera Financial Services Inc10,480
0.0% of portfolio›$503.5K
Insight Advisors, LLC/ PA7,253
0.1% of portfolio›$314.6K
Sigma Planning Corp6,676
0.0% of portfolio›$289.5K
Investmark Advisory Group LLC5,966
0.1% of portfolio›$258.8K
CIBC Asset Management Inc5,000
0.0% of portfolio›$216.9K
J.W. Cole Advisors, Inc.4,795
0.0% of portfolio›$207.9K
Optivise Advisory Services LLC4,714
0.1% of portfolio›$204.4K
Lodestone Wealth Management LLC4,184
0.1% of portfolio›$181.5K
EverSource Wealth Advisors, LLC2,320
0.0% of portfolio›$100.6K
United Community Bank1,000
0.0% of portfolio›$43.4K
Hazlett, Burt & Watson, Inc.1,000
0.0% of portfolio›$44
Princeton Global Asset Management LLC470
0.0% of portfolio›$20.4K
GHP Investment Advisors, Inc.380
0.0% of portfolio›$16.5K
Creative Financial Designs Inc320
0.0% of portfolio›$13.9K
IFP Advisors, Inc300
0.0% of portfolio›$13.0K
Private Trust Co NA50
0.0% of portfolio›$2.2K
Capital Investment Advisory Services, LLC11
0.0% of portfolio›$487
StyleTurnoverLocationFiled
SL Advisors, LLC
95,560$4.1M8.1%YieldVery LowNaples, FL2026-10-13
JBR Co Financial Management Inc
82,486$3.7M1.4%GrowthLowArdmore, OK2026-10-13
Carlson Financial, Inc.
41,075$1.8M0.9%GrowthLowCanby, OR2026-11-05
International Assets Investment Management, LLC
34,031$1.5M0.1%CoreVery HighOrlando, FL2026-11-02
Teamwork Financial Advisors, LLC
32,764$1.4M0.2%GrowthHighSan Antonio, TX2026-10-19
Kestra Advisory Services, LLC
29,219$1.3M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
28,678$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Wealthcare Advisory Partners LLC
19,645$852.0K0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
14,190$6150.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
11,103$481.5K0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
10,480$503.5K0.0%CoreMediumDallas, TX2026-11-04
Insight Advisors, LLC/ PA
7,253$314.6K0.1%ETFMediumNewtown, PA2026-10-22
Sigma Planning Corp
6,676$289.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Investmark Advisory Group LLC
5,966$258.8K0.1%ETFVery LowShelton, CT2026-10-27
CIBC Asset Management Inc
5,000$216.9K0.0%GARPLowToronto, South Africa2026-11-05
J.W. Cole Advisors, Inc.
4,795$207.9K0.0%IndexLowTampa, FL2026-11-05
Optivise Advisory Services LLC
4,714$204.4K0.1%ETFMediumFranklin, TN2026-10-19
Lodestone Wealth Management LLC
4,184$181.5K0.1%CoreLowSpokane, WA2026-10-14
EverSource Wealth Advisors, LLC
2,320$100.6K0.0%CoreMediumBirmingham, AL2026-11-04
United Community Bank
1,000$43.4K0.0%CoreLowGreenville, SC2026-10-28
Hazlett, Burt & Watson, Inc.
1,000$440.0%CoreVery LowWheeling, WV2026-11-04
Princeton Global Asset Management LLC
470$20.4K0.0%GrowthLowPrinceton, NJ2026-10-21
GHP Investment Advisors, Inc.
380$16.5K0.0%CoreVery LowDenver, CO2026-10-15
Creative Financial Designs Inc
320$13.9K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
300$13.0K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
50$2.2K0.0%CoreLowCleveland, OH2026-10-20
Capital Investment Advisory Services, LLC
11$4870.0%CoreMediumRaleigh, NC2026-10-30