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 39 institutions that hold shares in the stock, with a total of 5.31 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,772,158
shares
|
$237 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
116,984
shares
|
$5.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
63,339
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 36.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
55,944
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Added 166.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
47,751
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,850
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
33,850
shares
|
$1.68 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
26,644
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
18,565
shares
|
$923,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,753
shares
|
$883,034
0.0% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
17,717
shares
|
$881,243
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
13,474
shares
|
$670,196
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,469
shares
|
$669,948
0.0% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
10,452
shares
|
$519,882
0.13% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,139
shares
|
$454,573
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,792
shares
|
$387,574
0.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,501
shares
|
$373,099
0.0% of portfolio
|
Q1 2025
Added 46.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,550
shares
|
$276,057
0.0% of portfolio
|
Q1 2025
Added 37.99%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
5,342
shares
|
$265,711
0.11% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,656
shares
|
$231,589
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,600
shares
|
$228,804
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,300
shares
|
$213,882
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,440
shares
|
$171,105
0.0% of portfolio
|
Q2 2023
Reduced 56.85%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,884
shares
|
$143,450
0.0% of portfolio
|
Q3 2022
Added 3.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,840
shares
|
$141,261
0.0% of portfolio
|
Q1 2025
Added 3.65%
|