— Know what they know.
Not Investment Advice

UMI Institutional Ownership

USCF Midstream Energy Income Fund
1W: +0.1% 1M: -6.5% 3M: -1.4% YTD: +17.1% 1Y: +13.6% 3Y: +80.1% 5Y: +142.8%
$57.72
+0.47 (+0.82%)
 
Weekly Expected Move ±1.7%
$56 $57 $58 $59 $60
ETF AMEX · AUM $461.6M

Institutional Ownership — UMI

54
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
390M
Total Invested
10
New Positions
13
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (58 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 5,965,914 344M -402,081 -6.3% 22Q SEC ↗
2 FISCHER INVESTMENT STRATEGIES, LLC 92,242 5M +9,196 +11.1% 2Q SEC ↗
3 Brookwood Investment Group LLC 81,534 5M -13,131 -13.9% 3Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 58,912 3M -12,275 -17.2% 15Q SEC ↗
5 Insight Wealth Partners, LLC 57,492 3M +4,726 +9.0% 6Q SEC ↗
6 LPL Financial LLC 54,314 3M +415 +0.8% 16Q SEC ↗
7 MML INVESTORS SERVICES, LLC 49,950 3M -4,945 -9.0% 7Q SEC ↗
8 WHITTIER TRUST CO 41,631 2M +38,699 +1319.9% 18Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 19,023 1M +193 +1.0% 15Q SEC ↗
10 GTS SECURITIES LLC NEW 17,814 1M — +0.0% 1Q SEC ↗
11 MOSAIC FAMILY WEALTH PARTNERS, LLC 17,717 1M — +0.0% 2Q SEC ↗
12 Dynamic Advisor Solutions LLC 16,690 963K -317 -1.9% 6Q SEC ↗
13 MORGAN STANLEY 15,531 896K +4,999 +47.5% 17Q SEC ↗
14 OSAIC HOLDINGS, INC. 13,242 764K +8,949 +208.5% 21Q SEC ↗
15 Advisors Asset Management, Inc. 11,325 654K +6,487 +134.1% 2Q SEC ↗
16 Spinnaker Investment Group, LLC 8,423 486K — +0.0% 8Q SEC ↗
17 FLOW TRADERS U.S. LLC NEW 6,472 374K — +0.0% 1Q SEC ↗
18 Creative Planning 6,210 358K — +0.0% 2Q SEC ↗
19 SageView Advisory Group, LLC 6,200 358K — +0.0% 9Q SEC ↗
20 Annex Advisory Services, LLC 6,009 347K +57 +1.0% 3Q SEC ↗
21 ROYAL BANK OF CANADA 5,967 344K +5,727 +2386.2% 2Q SEC ↗
22 Cascade Financial Partners, LLC 5,957 344K -986 -14.2% 3Q SEC ↗
23 MERCER GLOBAL ADVISORS INC /ADV 5,856 338K -12,361 -67.9% 7Q SEC ↗
24 DIVERSIFY WEALTH MANAGEMENT, LLC 4,508 260K +21 +0.5% 2Q SEC ↗
25 Diversify Advisory Services, LLC NEW 4,508 260K — +0.0% 1Q SEC ↗
26 Focus Partners Wealth NEW 4,497 260K — +0.0% 1Q SEC ↗
27 Private Advisor Group, LLC 4,440 256K -10,204 -69.7% 10Q SEC ↗
28 Gladstone Institutional Advisory LLC 4,374 252K — +0.0% 2Q SEC ↗
29 UBS AM, a distinct business unit of UB 3,642 210K — +0.0% 2Q SEC ↗
30 HARBOUR INVESTMENTS, INC. 3,559 205K -75 -2.1% 17Q SEC ↗
31 Planning Strategies Inc. NEW 1,520 88K — +0.0% 1Q SEC ↗
32 Atlantic Union Bankshares Corp 1,106 64K +7 +0.6% 5Q SEC ↗
33 SALEM INVESTMENT COUNSELORS INC 870 50K — +0.0% 2Q SEC ↗
34 Ameritas Advisory Services, LLC NEW 833 48K — +0.0% 1Q SEC ↗
35 Steward Partners Investment Advisory, 500 29K — +0.0% 17Q SEC ↗
36 PNC Financial Services Group, Inc. 500 29K — +0.0% 15Q SEC ↗
37 IFG Advisory, LLC NEW 446 26K — +0.0% 1Q SEC ↗
38 BLUELINE ADVISORS LLC 407 23K — +0.0% 3Q SEC ↗
39 Institute for Wealth Management, LLC. NEW 357 21K — +0.0% 1Q SEC ↗
40 Coppell Advisory Solutions LLC NEW 334 19K — +0.0% 1Q SEC ↗
41 Arax Advisory Partners 300 17K — +0.0% 6Q SEC ↗
42 HANTZ FINANCIAL SERVICES, INC. 278 16K +2 +0.7% 18Q SEC ↗
43 Larson Financial Group LLC 226 13K — +0.0% 8Q SEC ↗
44 Blue Trust, Inc. 200 12K — +0.0% 7Q SEC ↗
45 Costello Asset Management, INC 135 8K — +0.0% 2Q SEC ↗
46 Rockefeller Capital Management L.P. 100 6K — +0.0% 4Q SEC ↗
47 AMERIFLEX GROUP, INC. 100 6K — +0.0% 6Q SEC ↗
48 Integrated Wealth Concepts LLC NEW 99 6K — +0.0% 1Q SEC ↗
49 Strategic Wealth Partners, Ltd. 97 6K -61 -38.6% 3Q SEC ↗
50 Signature Equity Partners, LLC 76 4K -72 -48.6% 2Q SEC ↗

Recent Activity

Biggest Increases (13)
HolderAddedChange %Total Shares
WHITTIER TRUST CO +38,699 +1319.9% 41,631
FISCHER INVESTMENT STRATEGIES, LLC +9,196 +11.1% 92,242
OSAIC HOLDINGS, INC. +8,949 +208.5% 13,242
Advisors Asset Management, Inc. +6,487 +134.1% 11,325
ROYAL BANK OF CANADA +5,727 +2386.2% 5,967
MORGAN STANLEY +4,999 +47.5% 15,531
Insight Wealth Partners, LLC +4,726 +9.0% 57,492
LPL Financial LLC +415 +0.8% 54,314
COMMONWEALTH EQUITY SERVICES, LLC +193 +1.0% 19,023
Annex Advisory Services, LLC +57 +1.0% 6,009
DIVERSIFY WEALTH MANAGEMENT, LLC +21 +0.5% 4,508
Atlantic Union Bankshares Corp +7 +0.6% 1,106
HANTZ FINANCIAL SERVICES, INC. +2 +0.7% 278
Biggest Decreases (11)
HolderReducedChange %Total Shares
HighTower Advisors, LLC -402,081 -6.3% 5,965,914
Brookwood Investment Group LLC -13,131 -13.9% 81,534
MERCER GLOBAL ADVISORS INC /ADV -12,361 -67.9% 5,856
ENVESTNET ASSET MANAGEMENT INC -12,275 -17.2% 58,912
Private Advisor Group, LLC -10,204 -69.7% 4,440
MML INVESTORS SERVICES, LLC -4,945 -9.0% 49,950
Cascade Financial Partners, LLC -986 -14.2% 5,957
Dynamic Advisor Solutions LLC -317 -1.9% 16,690
HARBOUR INVESTMENTS, INC. -75 -2.1% 3,559
Signature Equity Partners, LLC -72 -48.6% 76
Strategic Wealth Partners, Ltd. -61 -38.6% 97

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms