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USAIUSAI
26 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in PACER FDS TR

Yes. LPL Financial holds 416,921 shares of USAI, worth $19M, as of its Q2 2026 13F filing. It increased the position by 43,277 shares (+11.6%) from Q1 2026. LPL Financial has held USAI since Q1 2020, across 26 quarterly 13F filings.

Current Value

$19M

Current Shares

416,921

Total Value Change

+$18.8M

Total Shares Change

+405,706

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
416,921
+11.6%
$19M0.0%$44.88
32
2026-Q1
Decreased
373,644
-10.6%
$17.6M0.0%$45.87
0
2025-Q4
Increased
417,902
+6.1%
$15.9M0.0%$36.83
30
2025-Q3
Increased
393,988
+9.8%
$15.7M0.0%$37.98
31
2025-Q2
Decreased
358,964
-6.2%
$14.6M0.0%$38.34
0
2025-Q1
Increased
382,703
+8.3%
$15.7M0.0%$38.24
31
2024-Q4
Decreased
353,482
-1.9%
$14.1M0.0%$36.58
0
2024-Q3
Increased
360,499
+14.1%
$12.6M0.0%$31.90
32
2024-Q2
Increased
315,936
+7.1%
$10.5M0.0%$29.91
30
2024-Q1
Increased
294,986
+10.4%
$9.4M0.0%$28.28
31
2023-Q4
Increased
267,113
+20.5%
$7.7M0.0%$25.40
33
2023-Q3
Increased
221,633
+2.8%
$6.1M0.0%$23.83
28
2023-Q2
Decreased
215,590
-3.8%
$5.9M0.0%$23.34
0
2023-Q1
Increased
223,982
+0.5%
$5.8M0.0%$22.02
27
2022-Q4
Increased
222,936
+42.4%
$5.9M0.0%$22.24
36
2022-Q3
Increased
156,527
+2.4%
$3.9M0.0%$20.59
27
2022-Q2
Increased
152,855
+4.4%
$3.9M0.0%$20.67
28
2022-Q1
Decreased
146,366
-2.5%
$4.2M0.0%$23.08
0
2021-Q4
Increased
150,146
+8.8%
$3.5M0.0%$18.56
29
2021-Q3
Decreased
138,018
-3.1%
$3.3M0.0%$18.87
0
2021-Q2
Decreased
142,394
-3.4%
$3.5M0.0%$19.03
0
2021-Q1
Increased
147,386
+17.8%
$3.2M0.0%$16.30
31
2020-Q4
Decreased
125,171
-16.9%
$2.3M0.0%$13.54
0
2020-Q3
Decreased
150,555
-3.6%
$2.3M0.0%$10.93
0
2020-Q2
Increased
156,217
+1292.9%
$2.5M0.0%$11.32
42
2020-Q1
New
11,215
-
$122,0000.0%$7.69
31

Other major holders of USAI: Cetera Investment Advisers, OSAIC HOLDINGS, INC., JANE STREET GROUP, LLC

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