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 50 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $55.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,424
shares
|
$372,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,304
shares
|
$367,694
0.09% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,103
shares
|
$359,750
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
8,057
shares
|
$318,412
0.0% of portfolio
|
Q1 2025
Added 24.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,625
shares
|
$301,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,288
shares
|
$288,021
0.02% of portfolio
|
Q1 2025
Added 1021.23%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,287
shares
|
$287,982
0.08% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
6,571
shares
|
$259,685
0.21% of portfolio
|
Q1 2025
Reduced 59.04%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
6,175
shares
|
$244,036
0.1% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
5,988
shares
|
$236,645
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
5,987
shares
|
$236,606
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,000
shares
|
$197,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,893
shares
|
$114,331
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,658
shares
|
$105,044
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,505
shares
|
$59,477
0.0% of portfolio
|
Q2 2021
Reduced 95.02%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,000
shares
|
$39,520
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
589
shares
|
$23,277
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
470
shares
|
$18,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
390
shares
|
$15,412
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
102
shares
|
$4,031
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20
shares
|
$790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16
shares
|
$632
0.0% of portfolio
|
Q4 2024
Reduced 67.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|