Institutional Ownership Pacer Fds Tr Amern Energy Inde (USAI)
This table provides information about the institutional ownership of Pacer Fds Tr Amern Energy Inde (USAI). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $55.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,304
shares
|
$363,879
0.09% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,103
shares
|
$356,018
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,050
shares
|
$353,945
0.0% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,953
shares
|
$350,151
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,078
shares
|
$315,930
0.01% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,770
shares
|
$303,884
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
7,320
shares
|
$286,285
0.08% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
6,228
shares
|
$243,577
0.09% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
5,999
shares
|
$234,620
0.12% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,194
shares
|
$203,137
0.01% of portfolio
|
Q2 2025
Reduced 80.3%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$195,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,722
shares
|
$106,457
0.0% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,664
shares
|
$104,189
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,913
shares
|
$74,817
0.01% of portfolio
|
Q2 2025
Reduced 73.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,505
shares
|
$58,860
0.0% of portfolio
|
Q2 2021
Reduced 95.02%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$39,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
589
shares
|
$23,035
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
470
shares
|
$18,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
390
shares
|
$15,252
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
103
shares
|
$4,028
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20
shares
|
$782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16
shares
|
$625
0.0% of portfolio
|
Q4 2024
Reduced 67.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$78
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|