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 40 institutions that hold shares in the stock, with a total of 5.29 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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,840
shares
|
$142,852
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,205
shares
|
$110,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,054
shares
|
$53,016
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
870
shares
|
$43,761
0.0% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
500
shares
|
$25,150
0.0% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
500
shares
|
$25,150
0.0% of portfolio
|
Q3 2023
Reduced 38.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
337
shares
|
$16,951
0.0% of portfolio
|
Q3 2022
Reduced 90.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
300
shares
|
$15,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
262
shares
|
$13,178
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
226
shares
|
$11,367
0.0% of portfolio
|
Q4 2024
Reduced 43.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
200
shares
|
$10,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
172
shares
|
$8,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
100
shares
|
$5,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
50
shares
|
$2,515
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|