58 institutions reported holding $62.1M of PACER FDS TR (USAI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($17.6M), Cetera Investment Advisers ($8.7M), Norris Financial Group, LLC ($6.7M), SL ADVISORS, LLC ($4.5M), JBR Co Financial Management Inc ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $17.6M | 373,644 | Trimmed |
| 2 | Cetera Investment Advisers | $8.7M | 185,607 | Added |
| 3 | Norris Financial Group, LLC | $6.7M | 143,475 | New |
| 4 | SL ADVISORS, LLC | $4.5M | 95,895 | Hold |
| 5 | JBR Co Financial Management Inc | $3.1M | 82,013 | Hold |
| 6 | Kestra Advisory Services, LLC | $2.2M | 47,277 | Added |
| 7 | OSAIC HOLDINGS, INC. | $1.9M | 40,511 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $1.7M | 35,545 | Added |
| 9 | JANE STREET GROUP, LLC | $1.6M | 34,272 | Added |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.2M | 27,084 | Added |
| 11 | GTS SECURITIES LLC | $1.2M | 24,617 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $1.1M | 23,440 | New |
| 13 | TCFG WEALTH MANAGEMENT, LLC | $823,669 | 17,529 | Trimmed |
| 14 | TCFG Investment Advisors, LLC | $823,669 | 17,529 | New |
| 15 | RAYMOND JAMES FINANCIAL INC | $821,105 | 17,474 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $724,474 | 15,418 | Added |
| 17 | Magnolia Private Wealth, LLC | $585,026 | 12,450 | Trimmed |
| 18 | Wealthcare Advisory Partners LLC | $556,951 | 11,853 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $549,000 | 11,676 | Trimmed |
| 20 | Prospera Financial Services Inc | $486,992 | 10,362 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $483,140 | 10,282 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $444,353 | 9,456 | Trimmed |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $383,062 | 8,152 | Added |
| 24 | Moors & Cabot, Inc. | $367,556 | 7,822 | Added |
| 25 | Wealth Management Associates, Inc. | $347,679 | 7,399 | New |
Source: SEC Form 13F filings · as of 2026-03-31