USCF MIDSTREAM ENERGY INCOME UMI
$58.60
+0.8% 52w: $45.21 – $61.71
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data45.2153.4661.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
43
+8 QoQ
13F value
$408.4M
+33.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UMI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 6.4M | $373.1M | 0.4% | +10.2% |
| Brookwood Investment Group LLC | Wealth advisor | 94.7K | $5.5M | 0.7% | +76.4% |
| FISCHER INVESTMENT STRATEGIES, LLC | Wealth advisor | 83.0K | $4.9M | 2.8% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 71.2K | $4.2M | 0.0% | +255.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 54.9K | $3.2M | 0.0% | +522.5% |
| LPL Financial LLC | Bank broker | 53.9K | $3.2M | 0.0% | -1.5% |
| Insight Wealth Partners, LLC | Wealth advisor | 52.8K | $3.1M | 1.2% | +7.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 18.8K | $1.1M | 0.0% | -29.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 18.2K | $1.1M | 0.0% | -52.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 18.0K | $1.1M | 0.0% | +10.1% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 17.7K | $1.0M | 0.1% | New |
| Dynamic Advisor Solutions LLC | Wealth advisor | 17.0K | $996K | 0.0% | -9.7% |
| Private Advisor Group, LLC | Wealth advisor | 14.6K | $858K | 0.0% | Held |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 11.9K | $697K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 10.5K | $617K | 0.0% | -1.2% |
| Spinnaker Investment Group, LLC | Wealth advisor | 8.4K | $494K | 0.1% | +2.4% |
| Cascade Financial Partners, LLC | Wealth advisor | 6.9K | $407K | 0.0% | Held |
| Creative Planning | Wealth advisor | 6.2K | $364K | 0.0% | New |
| Annex Advisory Services, LLC | Wealth advisor | 6.0K | $349K | 0.0% | +1.2% |
| Advisors Asset Management, Inc. | Diversified mechanical | 4.8K | $283K | 0.0% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 4.5K | $262K | 0.0% | New |
| Gladstone Institutional Advisory LLC | Wealth advisor | 4.4K | $256K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.3K | $252K | 0.0% | -26.5% |
| TWO SIGMA SECURITIES, LLC | Market maker | 3.7K | $216K | 0.0% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 3.6K | $213K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 3.6K | $213K | 0.0% | Held |
| WHITTIER TRUST CO | Diversified mechanical | 2.9K | $170K | 0.0% | Held |
| Atlantic Union Bankshares Corp | Other | 1.1K | $64K | 0.0% | +0.7% |
| SALEM INVESTMENT COUNSELORS INC | Diversified mechanical | 870 | $51K | 0.0% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 500 | $29K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 500 | $29K | 0.0% | Held |
| BLUELINE ADVISORS LLC | Wealth advisor | 407 | $24K | 0.0% | Held |
| Arax Advisory Partners | Wealth advisor | 300 | $18K | 0.0% | Held |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 276 | $16K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 240 | $14K | 0.0% | New |
| Larson Financial Group LLC | Wealth advisor | 226 | $13K | 0.0% | Held |
| Blue Trust, Inc. | Wealth advisor | 200 | $12K | 0.0% | Held |
| Strategic Wealth Partners, Ltd. | Other | 158 | $9K | 0.0% | +0.6% |
| Signature Equity Partners, LLC | Wealth advisor | 148 | $9K | 0.0% | New |
| Costello Asset Management, INC | Other | 135 | $8K | 0.0% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 100 | $6K | 0.0% | -97.6% |
| AMERIFLEX GROUP, INC. | Diversified mechanical | 100 | $6K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 33 | $2K | 0.0% | New |
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