Institutional Ownership Uscf ETF Tr Divid Income Fd (UDI)
This table provides information about the institutional ownership of Uscf ETF Tr Divid Income Fd (UDI). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 93,095 shares, which have been reported (via 13F filing form) to have a value of $2.72 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
51,298
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
22,865
shares
|
$668,343
0.14% of portfolio
|
Q1 2025
Added 24.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,725
shares
|
$313,491
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,207
shares
|
$239,890
0.01% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|