USCF SUMMERHAVEN DYNAMIC ETF SDCI
$26.31
-0.3% 52w: $21.12 – $29.29
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data21.1225.2029.29
Aug 18, 2025 Jul 2, 2026
Institutional holders
96
+37 QoQ
13F value
$272.3M
+148.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SDCI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| 3EDGE Asset Management, LP | Wealth advisor | 2.2M | $60.7M | 2.9% | New |
| SMI Advisory Services, LLC | Wealth advisor | 854.7K | $23.6M | 3.9% | +1.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 622.4K | $17.0M | 0.1% | +3.6% |
| Proficio Capital Partners LLC | Wealth advisor | 449.7K | $12.3M | 0.7% | New |
| Maltin Wealth Management, Inc. | Wealth advisor | 428.8K | $11.7M | 4.5% | +4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 399.5K | $10.9M | 0.0% | +53.8% |
| Peak Financial Management, Inc. | Wealth advisor | 377.4K | $10.3M | 2.6% | +3.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 365.4K | $10.0M | 0.0% | +16.8% |
| Empirical Asset Management, LLC | Wealth advisor | 356.0K | $9.7M | 2.6% | +67.6% |
| MORGAN STANLEY | Bank broker | 333.6K | $9.1M | 0.0% | +6797.6% |
| ABLE Financial Group, LLC | Wealth advisor | 219.4K | $6.0M | 1.2% | +95.1% |
| BKM Wealth Management, LLC | Wealth advisor | 173.2K | $4.7M | 1.7% | -5.8% |
| WESCAP Management Group, Inc. | Wealth advisor | 169.7K | $4.6M | 0.9% | New |
| Midwest Professional Planners, LTD. | Other | 150.5K | $4.1M | 1.0% | +12.0% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | — | 144.8K | $3.9M | — | +53.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 133.8K | $3.6M | 0.0% | +346.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 119.7K | $3.3M | 0.0% | +20.4% |
| Atria Investments, Inc | Wealth advisor | 116.4K | $3.2M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 113.3K | $3.1M | 0.0% | New |
| WBI INVESTMENTS, LLC | Quant stat arb | 108.4K | $3.0M | 0.8% | New |
| MILLINGTON SECURITIES, LLC | Unknown | 108.4K | $3.0M | 0.8% | — |
| STIFEL FINANCIAL CORP | Diversified mechanical | 102.3K | $2.8M | 0.0% | -0.3% |
| &PARTNERS | Diversified mechanical | 98.1K | $2.7M | 0.0% | -14.3% |
| Cambria Investment Management, L.P. | Other | 98.3K | $2.7M | 0.1% | +3.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 94.7K | $2.6M | 0.0% | +13.3% |
| Stratos Investment Management, LLC | Wealth advisor | 93.6K | $2.5M | 0.1% | New |
| Focus Financial Network, Inc. | Wealth advisor | 93.2K | $2.5M | 0.1% | +0.4% |
| TRUE Private Wealth Advisors | Wealth advisor | 83.6K | $2.3M | — | New |
| MATHER GROUP, LLC. | Wealth advisor | 62.4K | $1.7M | 0.0% | New |
| Prosperitas Financial LLC | Other | 59.9K | $1.6M | 0.6% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 56.9K | $1.6M | 0.0% | Held |
| EverSource Wealth Advisors, LLC | Wealth advisor | 56.5K | $1.5M | 0.0% | New |
| Moors & Cabot, Inc. | Other | 52.3K | $1.4M | 0.1% | +1.1% |
| Maridea Wealth Management LLC | Wealth advisor | 52.3K | $1.4M | 0.2% | New |
| Alhambra Investment Management LLC | Other | 49.4K | $1.3M | — | +41.1% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 47.1K | $1.3M | 0.0% | +6.0% |
| Portside Wealth Group, LLC | Other | 44.8K | $1.2M | 0.2% | New |
| LPL Financial LLC | Bank broker | 43.7K | $1.2M | 0.0% | +4.2% |
| Summit Financial, LLC | Wealth advisor | 38.9K | $1.1M | 0.0% | New |
| HM PAYSON & CO | Diversified mechanical | 38.8K | $1.1M | 0.0% | -13.4% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 33.8K | $950K | — | — |
| STOCK YARDS BANK & TRUST CO | Other | 33.7K | $917K | 0.0% | -0.5% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 32.9K | $896K | 0.0% | -15.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 31.8K | $874K | — | +15.2% |
| Alliance Wealth Advisors, LLC /UT | Wealth advisor | 30.3K | $826K | 0.2% | New |
| CERTIOR FINANCIAL GROUP, LLC | Wealth advisor | 30.0K | $816K | 0.5% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 29.6K | $806K | 0.0% | +15.1% |
| Wick Capital Partners, LLC | Wealth advisor | 28.8K | $783K | 0.1% | -4.2% |
| Cetera Investment Advisers | Wealth advisor | 27.9K | $760K | 0.0% | -3.7% |
| Sovereign Financial Group, Inc. | Wealth advisor | 27.6K | $753K | 0.1% | +0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.