Institutional Ownership Uscf ETF Tr Uscf Midstream Ene (UMI)
This table provides information about the institutional ownership of Uscf ETF Tr Uscf Midstream Ene (UMI). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 5.41 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,122,145
shares
|
$256 Million
0.34% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
47,594
shares
|
$2.38 Million
0.07% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
36,553
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 33.81%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
33,850
shares
|
$1.69 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,850
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,920
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
17,717
shares
|
$886,381
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,524
shares
|
$776,665
0.0% of portfolio
|
Q3 2024
Added 194.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,522
shares
|
$626,475
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,204
shares
|
$510,506
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,138
shares
|
$457,174
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,537
shares
|
$427,106
0.0% of portfolio
|
Q3 2024
Added 61.32%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
8,055
shares
|
$402,991
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,792
shares
|
$389,833
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
5,462
shares
|
$273,263
0.13% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
4,871
shares
|
$243,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,022
shares
|
$201,220
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,440
shares
|
$172,103
0.0% of portfolio
|
Q2 2023
Reduced 56.85%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,884
shares
|
$144,286
0.0% of portfolio
|
Q3 2022
Added 3.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,740
shares
|
$137,082
0.0% of portfolio
|
Q1 2023
Added 4.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,646
shares
|
$82,349
0.0% of portfolio
|
Q3 2024
Added 45.79%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,042
shares
|
$52,131
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$25,015
0.0% of portfolio
|
Q3 2023
Reduced 38.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$25,015
0.0% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
461
shares
|
$23,063
0.0% of portfolio
|
Q3 2024
New holding
|