Uscf Midstream Energy IncomeUMIETF
13F holders, Q2 2025 (June 30)39holders +3
9new positions
5sold out
1famous investor
$51.01avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding Uscf Midstream Energy Income (UMI) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 5 sold out. The largest holders were HighTower Advisors, LLC ($266.6M), Avantax Advisory Services, Inc. ($6.1M) and LPL Financial LLC ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Uscf Midstream Energy Income
- Filed as
- USCF ETF TR (Q2 2025)
- CUSIP
- 90290T882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.0M |
| Exits | 5 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 578,885 shares bought and 73,298 shares sold, net +505,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| HighTower Advisors, LLC | 0.33% | Add +9.5% | 5,225,761 | $266.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.4% | 119,783 | $6.1M |
| LPL Financial LLC | 0.00% | Add +7.6% | 68,166 | $3.5M |
| Insight Wealth Partners, LLC | 1.19% | Add +211.8% | 42,006 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.2% | 41,286 | $2.1M |
| Savoie Capital LLC | 0.21% | No change | 33,850 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 26,838 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 24,503 | $1.3M |
| Citadel Advisors | 0.00% | New | 23,712 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.8% | 23,582 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -52.1% | 22,854 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 18,578 | $948K |
| FineMark National Bank & Trust | 0.03% | No change | 17,717 | $904K |
| Private Advisor Group, LLC | 0.00% | Add +5.0% | 14,144 | $722K |
| MML Investors Services, LLC | 0.00% | Add +52.2% | 11,419 | $583K |
| Morgan Stanley | 0.00% | No change | 9,139 | $466K |
| Spinnaker Investment Group, LLC | 0.11% | Reduce -14.8% | 8,909 | $455K |
| Osaic Holdings, Inc. | 0.00% | Add +16.4% | 6,460 | $330K |
| SageView Advisory Group, LLC | 0.01% | Reduce -20.4% | 6,200 | $307K |
| Private Client Services, LLC | 0.10% | New | 5,143 | $262K |
| Howe & Rusling Inc. | 0.02% | No change | 4,600 | $235K |
| WFA Asset Management Corp | 0.13% | Add +1.2% | 5,406 | $227K |
| Whittier Trust Co. | 0.00% | No change | 3,440 | $176K |
| Raymond James Financial Inc. | 0.00% | New | 3,135 | $160K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.7% | 2,735 | $140K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,061 | $54K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -31.2% | 870 | $44K |
| Ameritas Advisory Services, LLC | 0.00% | New | 833 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 475 | $24K |
| Arax Advisory Partners | 0.00% | No change | 300 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.1% | 265 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 226 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $10K |
| Wells Fargo & Company | 0.00% | No change | 172 | $9K |
| Ameriflex Group, Inc. | 0.00% | No change | 100 | $5K |
| St Germain D J Co. Inc. | 0.00% | New | 91 | $5K |
| UBS Group AG | 0.00% | Reduce -99.8% | 5 | $255 |
"% of holder's portfolio" is UMI's weight in each manager's 13F, not the share of Uscf Midstream Energy Income the manager owns.