USAI institutional holders

PACER FDS TR · 13F, 2026Q2

Managers holding59
Shares held1,859,236
Reported value$84.9m
Quarter flows9 new, 28 added, 12 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC416,921$19.0m0.0%
Beacon Harbor Wealth Advisors, Inc.316,416$14.7m2.9%
Cetera Investment Advisers202,707$9.2m0.0%
Norris Financial Group, LLC162,973$7.4m3.0%
SL ADVISORS, LLC95,782$4.4m7.6%
JBR Co Financial Management Inc83,777$3.8m1.4%
CLG LLC52,497$2.4m0.5%
OSAIC HOLDINGS, INC.48,596$2.2m0.0%
CITADEL ADVISORS LLC44,741$2.0m0.0%
Arkadios Wealth Advisors43,478$2.0m0.0%
CARLSON FINANCIAL, INC.39,852$1.8m0.9%
GTS SECURITIES LLC31,305$1.4m0.0%
Kestra Advisory Services, LLC29,667$1.3m0.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,904$1.3m0.0%
Cambridge Investment Research Advisors, Inc.25,996$1.2m0.0%
ENVESTNET ASSET MANAGEMENT INC25,213$1.1m0.0%
INDEPENDENT FINANCIAL GROUP, LLC20,073$913,2390.0%
Wealthcare Advisory Partners LLC17,818$810,6640.0%
MML INVESTORS SERVICES, LLC14,935$679,4840.0%
JANE STREET GROUP, LLC13,391$609,2360.0%
RAYMOND JAMES FINANCIAL INC13,092$595,6200.0%
GOLDMAN SACHS GROUP INC11,740$534,1220.0%
Prospera Financial Services Inc10,379$472,2780.0%
COMMONWEALTH EQUITY SERVICES, LLC10,099$459,4500.0%
Wealth Management Associates, Inc.8,706$396,0870.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USAI"). USAI price history · All 13F data

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