UDI Institutional Ownership
USCF Dividend Income ETF
1W: -1.1%
1M: -5.9%
3M: -2.3%
YTD: +9.8%
1Y: +13.1%
3Y: +61.0%
$35.22
+0.10 (+0.29%)
Weekly Expected Move ±1.0%
$35
$35
$35
$36
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UDI
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
4
New Positions
0
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | 21,727 | 765K | -2,865 | -11.7% | 8Q | SEC ↗ |
| 2 | Walkner Condon Financial Advisors LLC | 6,696 | 236K | -399 | -5.6% | 3Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. NEW | 1,330 | 47K | — | +0.0% | 1Q | SEC ↗ |
| 4 | UBS Group AG NEW | 1,008 | 36K | — | +0.0% | 1Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO NEW | 104 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 6 | MORGAN STANLEY NEW | 51 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Envestnet Portfolio Solutions, Inc. | 0 | 0K | -58,340 | -100.0% | 7Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 0 | 0K | -1,373 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 1,330 | 47K |
| UBS Group AG | 1,008 | 36K |
| JPMORGAN CHASE & CO | 104 | 4K |
| MORGAN STANLEY | 51 | 2K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 58,340 | 2M |
| Kestra Advisory Services, LLC | 1,373 | 48K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -2,865 | -11.7% | 21,727 |
| Walkner Condon Financial Advisors L | -399 | -5.6% | 6,696 |