Uscf Midstream Energy IncomeUMIETF
13F holders, Q1 2025 (March 31)36holders +3
8new positions
4sold out
$51.97avg. 13F price*
At the end of Q1 2025, 36 institutions reported holding Uscf Midstream Energy Income (UMI) in their 13F filings, up 3 from Q4 2024. 8 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($248.2M), Avantax Advisory Services, Inc. ($6.1M) and LPL Financial LLC ($3.3M).
- Company
- Uscf Midstream Energy Income
- Filed as
- USCF ETF TR (Q1 2025)
- CUSIP
- 90290T882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.5M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 152,225 shares bought and 431,466 shares sold, net −279,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| HighTower Advisors, LLC | 0.34% | Reduce -7.9% | 4,772,158 | $248.2M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.8% | 116,984 | $6.1M |
| LPL Financial LLC | 0.00% | Add +36.1% | 63,339 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +166.9% | 55,944 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.08% | New | 47,751 | $2.5M |
| Savoie Capital LLC | 0.20% | No change | 33,850 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.3% | 26,644 | $1.4M |
| Stifel Financial Corp. | 0.00% | New | 18,565 | $965K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 17,753 | $923K |
| FineMark National Bank & Trust | 0.03% | No change | 17,717 | $921K |
| Insight Wealth Partners, LLC | 0.42% | New | 13,474 | $701K |
| Private Advisor Group, LLC | 0.00% | Add +32.0% | 13,469 | $700K |
| Spinnaker Investment Group, LLC | 0.12% | Add +17.4% | 10,452 | $544K |
| Morgan Stanley | 0.00% | No change | 9,139 | $475K |
| SageView Advisory Group, LLC | 0.02% | No change | 7,792 | $405K |
| MML Investors Services, LLC | 0.00% | Add +46.5% | 7,501 | $390K |
| Osaic Holdings, Inc. | 0.00% | Add +30.5% | 5,550 | $289K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.5% | 4,656 | $242K |
| Howe & Rusling Inc. | 0.02% | No change | 4,600 | $239K |
| Plan Group Financial, LLC | 0.08% | New | 4,300 | $224K |
| WFA Asset Management Corp | 0.11% | Reduce -3.5% | 5,342 | $216K |
| Whittier Trust Co. | 0.00% | No change | 3,440 | $179K |
| Harbour Investments, Inc. | 0.00% | Add +3.6% | 2,840 | $148K |
| UBS Group AG | 0.00% | New | 2,205 | $115K |
| Salem Investment Counselors Inc. | 0.00% | Add +174.4% | 1,265 | $66K |
| Sandy Spring Bank | 0.00% | Add +0.4% | 1,054 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $26K |
| Royal Bank of Canada | 0.00% | No change | 337 | $18K |
| Arax Advisory Partners | 0.00% | New | 300 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.8% | 262 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 226 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $10K |
| Wells Fargo & Company | 0.00% | New | 172 | $9K |
| Ameriflex Group, Inc. | 0.00% | New | 100 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $3K |
"% of holder's portfolio" is UMI's weight in each manager's 13F, not the share of Uscf Midstream Energy Income the manager owns.