Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (USAI)

58 + Investors. Track Smart Money conviction in USAI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
70%

Smart Money Signals — USAI

Based on 59 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added USAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
59 hedge funds hold USAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

37 buying16 selling
Last quarter: 37 funds were net buyers (10 opened a brand new position + 27 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 6 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 25% medium ■ 31% new
26 out of 59 hedge funds have held USAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~10 new funds/quarter

6 → 7 → 6 → 13 → 10 new funds/Q
New funds entering each quarter: 7 → 6 → 13 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 37% newcomers

■ 41% veterans ■ 22% 1-2yr ■ 37% new
Entry-cohort mix of 59 holders: 24 (41%) are 2+ year veterans, 13 entered 1–2 years ago, and 22 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
7 of 59 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — USAI

In 2026 Q2, 37 hedge funds were net buyers of USAI (10 opened a new position, 27 added to an existing one), while 16 reduced or exited (12 trimmed, 4 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 27% of total institutional value in USAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 59.

Hedge Fund Ownership: USAI

How many hedge funds hold USAI — quarterly history vs. share price
Quarterly hedge fund ownership of USAI vs. share price

Market Analysis: USAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USAI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: USAI
58 + Investors

Track Smart Money conviction in USAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 58 53 9.43%
13F Shares 2M 1M 35.42%
Total Value $82M $61M 33.5%
New Positions 9 13 -4
Increased Positions 27 22 +5
Closed Positions 4 5 -1
Reduced Positions 12 8 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USAI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USAI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 USAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sl Advisors, LLC 7.62% 95,782 $4.4M
2 Norris Financial Group, LLC 2.95% 162,973 $7.4M
3 Beacon Harbor Wealth Advisors, Inc. 2.87% 316,416 $14.7M
4 JBR Co Financial Management Inc 1.39% 83,777 $3.8M
5 Carlson Financial, INC. 0.78% 35,129 $1.3M
6 Clg LLC 0.52% 52,497 $2.4M
7 Magnolia Private Wealth, LLC 0.17% 6,756 $307K
8 Wealth Management Associates, Inc. 0.11% 8,706 $396K
9 Optivise Advisory Services LLC 0.11% 4,714 $214K
10 Investmark Advisory Group LLC 0.10% 6,008 $273K
11 International Assets Investment Management, LLC 0.08% 27,904 $1.3M
12 Lodestone Wealth Management LLC 0.07% 4,165 $189K
13 Insight Advisors, LLC/ PA 0.06% 7,224 $329K
14 Gts Securities LLC 0.03% 31,305 $1.4M
15 Arkadios Wealth Advisors 0.03% 43,478 $2.0M
16 Independent Financial Group, LLC 0.02% 20,073 $913K
17 Wealthcare Advisory Partners LLC 0.02% 17,818 $811K
18 United Community Bank 0.01% 1,000 $45K
19 Moors & Cabot, Inc. 0.01% 7,822 $356K
20 Stratos Wealth Advisors, LLC 0.01% 4,590 $209K
21 Cetera Investment Advisers 0.01% 202,707 $9.2M
22 Sigma Planning Corp 0.01% 6,629 $302K
23 Belpointe Asset Management LLC 0.01% 5,086 $231K
24 Prospera Financial Services Inc 0.01% 10,379 $472K
25 Highland Investment Advisors LLC 0.01% 336 $15K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pacer Fds Tr (USAI)

What does the Smart Money Trend signal show for USAI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added USAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USAI?

More buyers than sellers — 70% buying: Last quarter: 37 funds were net buyers (10 opened a brand new position + 27 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USAI holders?

Strong quality — 27% AUM from major funds: 7 of 59 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USAI?

44% of holders stayed for 2+ years: 26 out of 59 hedge funds have held USAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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