Who Owns PACER FDS TR (USAI)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $82.5M of PACER FDS TR (USAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($19.0M), Beacon Harbor Wealth Advisors, Inc. ($14.7M), Cetera Investment Advisers ($9.2M), Norris Financial Group, LLC ($7.4M), SL ADVISORS, LLC ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$19.0M416,921Added
2Beacon Harbor Wealth Advisors, Inc.$14.7M316,416New
3Cetera Investment Advisers$9.2M202,707Added
4Norris Financial Group, LLC$7.4M162,973Added
5SL ADVISORS, LLC$4.4M95,782Trimmed
6JBR Co Financial Management Inc$3.8M83,777Added
7CLG LLC$2.4M52,497New
8OSAIC HOLDINGS, INC.$2.2M48,596Added
9CITADEL ADVISORS LLC$2.0M44,741Added
10Arkadios Wealth Advisors$2.0M43,478New
11GTS SECURITIES LLC$1.4M31,305Added
12Kestra Advisory Services, LLC$1.3M29,667Trimmed
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.3M27,904Added
14ENVESTNET ASSET MANAGEMENT INC$1.1M25,213Added
15INDEPENDENT FINANCIAL GROUP, LLC$913,23920,073Added
16Wealthcare Advisory Partners LLC$810,66417,818Added
17MML INVESTORS SERVICES, LLC$679,48414,935Added
18JANE STREET GROUP, LLC$609,23613,391Trimmed
19RAYMOND JAMES FINANCIAL INC$595,62013,092Trimmed
20Cambridge Investment Research Advisors, Inc.$591,00012,998Added
21GOLDMAN SACHS GROUP INC$534,12211,740Trimmed
22Prospera Financial Services Inc$472,27810,379Added
23COMMONWEALTH EQUITY SERVICES, LLC$459,45010,099Trimmed
24Wealth Management Associates, Inc.$396,0878,706Added
25Summit Financial, LLC$380,8928,372Added

Source: SEC Form 13F filings · as of 2026-06-30