IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer American Energy Indepe (USAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares499,841 from 416,921
Change+82,920 (+20%)
Value$21.7M (+$2.7M)
Filed 2026-11-06
SL Advisors, LLC
DECREASED
Shares95,560 from 95,782
Change-222 (0%)
Value$4.1M (-$213.3K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares82,486 from 83,777
Change-1,291 (-2%)
Value$3.7M (-$99.9K)
Filed 2026-10-13
Carlson Financial, Inc.
INCREASED
Shares41,075 from 39,852
Change+1,223 (+3%)
Value$1.8M (-$31.8K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares34,031 from 27,904
Change+6,127 (+22%)
Value$1.5M (+$238.7K)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
NEW
Shares32,764
Change+32,764
Value$1.4M
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares29,219 from 29,667
Change-448 (-2%)
Value$1.3M (-$82.5K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares28,678 from 20,073
Change+8,605 (+43%)
Value$1.2M (+$330.5K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares19,645 from 17,818
Change+1,827 (+10%)
Value$852.0K (+$41.3K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,190 from 12,998
Change+1,192 (+9%)
Value$615 (-$590.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares11,103 from 10,099
Change+1,004 (+10%)
Value$481.5K (+$22.1K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares10,480 from 10,379
Change+101 (+1%)
Value$503.5K (+$31.2K)
Filed 2026-11-04
Moors & Cabot, Inc.
UNCHANGED
Shares7,822 from 7,822
Change0 (0%)
Value$339.2K (-$16.6K)
Filed 2026-11-06
Insight Advisors, LLC/ PA
INCREASED
Shares7,253 from 7,224
Change+29 (+0%)
Value$314.6K (-$14.1K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares6,676 from 6,629
Change+47 (+1%)
Value$289.5K (-$12.0K)
Filed 2026-10-23
Investmark Advisory Group LLC
DECREASED
Shares5,966 from 6,008
Change-42 (-1%)
Value$258.8K (-$14.6K)
Filed 2026-10-27
CIBC Asset Management Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$216.9K (-$10.6K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares4,795 from 4,763
Change+32 (+1%)
Value$207.9K (-$8.8K)
Filed 2026-11-05
Optivise Advisory Services LLC
UNCHANGED
Shares4,714 from 4,714
Change0 (0%)
Value$204.4K (-$10.0K)
Filed 2026-10-19
Lodestone Wealth Management LLC
INCREASED
Shares4,184 from 4,165
Change+19 (+0%)
Value$181.5K (-$8.0K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares2,320 from 2,687
Change-367 (-14%)
Value$100.6K (-$21.6K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44 (-$1)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$43.4K (-$2.1K)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$26.8K ($0)
Filed 2026-11-06
Princeton Global Asset Management LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$20.4K (-$999)
Filed 2026-10-21
GHP Investment Advisors, Inc.
DECREASED
Shares380 from 500
Change-120 (-24%)
Value$16.5K (-$6.3K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$13.9K (-$681)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.0K (-$638)
Filed 2026-10-16
Private Trust Co NA
NEW
Shares50
Change+50
Value$2.2K
Filed 2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$487 (-$19)
Filed 2026-10-30
CLG LLC
CLOSED
Shares0 from 52,497
Change-52,497 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-13
CoreCap Advisors, LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$35.5K)
Filed 2026-10-08
Spire Wealth Management
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-30
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 316,416
Change-316,416 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 202,707
Change-202,707 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 162,973
Change-162,973 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,596
Change-48,596 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,741
Change-44,741 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 43,478
Change-43,478 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 31,305
Change-31,305 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,213
Change-25,213 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,391
Change-13,391 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,092
Change-13,092 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,740
Change-11,740 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 53
Change-53 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 21
Change-21 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13
Change-13 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED499,841416,921+82,920+20%$19.0M$21.7M+$2.7M2026-11-06
SL Advisors, LLC
DECREASED95,56095,782-2220%$4.4M$4.1M-$213.3K2026-10-13
JBR Co Financial Management Inc
DECREASED82,48683,777-1,291-2%$3.8M$3.7M-$99.9K2026-10-13
Carlson Financial, Inc.
INCREASED41,07539,852+1,223+3%$1.8M$1.8M-$31.8K2026-11-05
International Assets Investment Management, LLC
INCREASED34,03127,904+6,127+22%$1.3M$1.5M+$238.7K2026-11-02
Teamwork Financial Advisors, LLC
NEW32,764—+32,764——$1.4M—2026-10-19
Kestra Advisory Services, LLC
DECREASED29,21929,667-448-2%$1.3M$1.3M-$82.5K2026-11-02
Independent Financial Group, LLC
INCREASED28,67820,073+8,605+43%$913.2K$1.2M+$330.5K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED19,64517,818+1,827+10%$810.7K$852.0K+$41.3K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED14,19012,998+1,192+9%$591.0K$615-$590.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED11,10310,099+1,004+10%$459.5K$481.5K+$22.1K2026-11-02
Prospera Financial Services Inc
INCREASED10,48010,379+101+1%$472.3K$503.5K+$31.2K2026-11-04
Moors & Cabot, Inc.
UNCHANGED7,8227,82200%$355.9K$339.2K-$16.6K2026-11-06
Insight Advisors, LLC/ PA
INCREASED7,2537,224+29+0%$328.7K$314.6K-$14.1K2026-10-22
Sigma Planning Corp
INCREASED6,6766,629+47+1%$301.6K$289.5K-$12.0K2026-10-23
Investmark Advisory Group LLC
DECREASED5,9666,008-42-1%$273.3K$258.8K-$14.6K2026-10-27
CIBC Asset Management Inc
UNCHANGED5,0005,00000%$227.5K$216.9K-$10.6K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED4,7954,763+32+1%$216.7K$207.9K-$8.8K2026-11-05
Optivise Advisory Services LLC
UNCHANGED4,7144,71400%$214.5K$204.4K-$10.0K2026-10-19
Lodestone Wealth Management LLC
INCREASED4,1844,165+19+0%$189.5K$181.5K-$8.0K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED2,3202,687-367-14%$122.2K$100.6K-$21.6K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED1,0001,00000%$45$44-$12026-11-04
United Community Bank
UNCHANGED1,0001,00000%$45.5K$43.4K-$2.1K2026-10-28
Allworth Financial LP
UNCHANGED58958900%$26.8K$26.8K$02026-11-06
Princeton Global Asset Management LLC
UNCHANGED47047000%$21.4K$20.4K-$9992026-10-21
GHP Investment Advisors, Inc.
DECREASED380500-120-24%$22.7K$16.5K-$6.3K2026-10-15
Creative Financial Designs Inc
UNCHANGED32032000%$14.6K$13.9K-$6812026-11-04
IFP Advisors, Inc
UNCHANGED30030000%$13.6K$13.0K-$6382026-10-16
Private Trust Co NA
NEW50—+50——$2.2K—2026-10-20
Capital Investment Advisory Services, LLC
UNCHANGED111100%$506$487-$192026-10-30
CLG LLC
CLOSED052,497-52,497-100%$2.4M$0-$2.4M2026-10-13
CoreCap Advisors, LLC
CLOSED0780-780-100%$35.5K$0-$35.5K2026-10-08
Spire Wealth Management
CLOSED048-48-100%$2.2K$0-$2.2K2026-10-30
Beacon Harbor Wealth Advisors, Inc.
N/A—316,416-316,416-100%$14.7M———
Cetera Investment Advisers
N/A—202,707-202,707-100%$9.2M———
Norris Financial Group, LLC
N/A—162,973-162,973-100%$7.4M———
Osaic Holdings, Inc.
N/A—48,596-48,596-100%$2.2M———
Citadel Advisors LLC
N/A—44,741-44,741-100%$2.0M———
Arkadios Wealth Advisors
N/A—43,478-43,478-100%$2.0M———
GTS Securities LLC
N/A—31,305-31,305-100%$1.4M———
Envestnet Asset Management Inc
N/A—25,213-25,213-100%$1.1M———
MML Investors Services, LLC
N/A—14,935-14,935-100%$679.5K———
Jane Street Group, LLC
N/A—13,391-13,391-100%$609.2K———
Raymond James Financial Inc
N/A—13,092-13,092-100%$595.6K———
Goldman Sachs Group Inc
N/A—11,740-11,740-100%$534.1K———
Wealth Management Associates, Inc.
N/A—8,706-8,706-100%$396.1K———
Summit Financial, LLC
N/A—8,372-8,372-100%$380.9K———
Magnolia Private Wealth, LLC
N/A—6,756-6,756-100%$307.4K———
Steward Partners Investment Advisory, LLC
N/A—5,257-5,257-100%$239.2K———
Belpointe Asset Management LLC
N/A—5,086-5,086-100%$231.4K———
Stratos Wealth Advisors, LLC
N/A—4,590-4,590-100%$208.8K———
Harbour Investments, Inc.
N/A—2,165-2,165-100%$98.5K———
FMR LLC
N/A—1,829-1,829-100%$83.2K———
IFG Advisory, LLC
N/A—1,518-1,518-100%$69.1K———
AE Wealth Management LLC
N/A—721-721-100%$32.8K———
Highland Investment Advisors LLC
N/A—336-336-100%$15.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—53-53-100%$2.4K———
Atlantic Union Bankshares Corp
N/A—21-21-100%$972———
Morgan Stanley
N/A—13-13-100%$591———
Wells Fargo & Company
N/A—1-1-100%$46———
Showing 60 of 60 institutions