Uscf Midstream Energy IncomeUMI ETF 13F holders, Q1 2026 (March 31) 44 holders +9
14 new positions
4 sold out
1 famous investor
$58.59 avg. 13F price*
At the end of Q1 2026 , 44 institutions reported holding Uscf Midstream Energy Income (UMI) in their 13F filings, up 9 from Q4 2025. 14 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($373.1M), Brookwood Investment Group LLC ($5.5M) and Fischer Investment Strategies, LLC ($4.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Uscf Midstream Energy Income
Filed as USCF ETF TR (Q1 2026)
CUSIP 90290T882
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026 Institutions Total Value New Positions 14 $8.3M Exits 4 $3.9M
All 13F filers, Q4 2025 → Q1 2026: 874,907 shares bought and 116,400 shares sold, net +758,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders Portfolio Manager % of Holder's Portfolio Change vs Q4 2025 Shares Value ▼ HighTower Advisors, LLC 0.40% Add +10.2% 6,367,995 $373.1M Brookwood Investment Group LLC 0.71% Add +76.4% 94,665 $5.5M Fischer Investment Strategies, LLC 2.84% New 83,046 $4.9M Envestnet Asset Management Inc. 0.00% Add +255.7% 71,187 $4.2M MML Investors Services, LLC 0.01% Add +522.5% 54,895 $3.2M LPL Financial LLC 0.00% Reduce -1.5% 53,899 $3.2M Insight Wealth Partners, LLC 1.25% Add +7.4% 52,766 $3.1M Commonwealth Equity Services, LLC 0.00% Reduce -29.5% 18,830 $1.1M Mercer Global Advisors Inc. 0.00% Reduce -52.1% 18,217 $1.1M Citadel Advisors 0.00% Add +10.1% 18,026 $1.1M Mosaic Family Wealth Partners, LLC 0.11% New 17,717 $1.0M Dynamic Advisor Solutions LLC 0.03% Reduce -9.7% 17,007 $996K Private Advisor Group, LLC 0.00% No change 14,644 $858K Integrity Alliance, Llc. 0.03% New 11,890 $697K Morgan Stanley 0.00% Reduce -1.2% 10,532 $617K Spinnaker Investment Group, LLC 0.10% Add +2.4% 8,423 $494K Cascade Financial Partners, LLC 0.04% No change 6,943 $407K Creative Planning 0.00% New 6,210 $364K SageView Advisory Group, LLC 0.01% No change 6,200 $363K Annex Advisory Services, LLC 0.01% Add +1.2% 5,952 $349K Advisors Asset Management, Inc. 0.00% New 4,838 $283K Diversify Wealth Management, LLC 0.00% New 4,487 $262K Gladstone Institutional Advisory LLC 0.01% New 4,374 $256K Osaic Holdings, Inc. 0.00% Reduce -26.5% 4,293 $252K Two Sigma Securities, LLC 0.03% New 3,687 $216K UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,642 $213K Harbour Investments, Inc. 0.00% No change 3,634 $213K Whittier Trust Co. 0.00% No change 2,932 $170K Atlantic Union Bankshares Corp 0.00% Add +0.7% 1,099 $64K Salem Investment Counselors Inc. 0.00% New 870 $51K Steward Partners Investment Advisory, LLC 0.00% No change 500 $29K PNC Financial Services Group, Inc. 0.00% No change 500 $29K Blueline Advisors LLC 0.02% No change 407 $24K Arax Advisory Partners 0.00% No change 300 $18K Hantz Financial Services, Inc. 0.00% No change 276 $16K Royal Bank of Canada 0.00% New 240 $14K Larson Financial Group LLC 0.00% No change 226 $13K Blue Trust, Inc. 0.00% No change 200 $12K Strategic Wealth Partners, Ltd. 0.00% Add +0.6% 158 $9K Signature Equity Partners, LLC 0.00% New 148 $9K Costello Asset Management, INC 0.00% New 135 $8K Ameriflex Group, Inc. 0.00% No change 100 $6K Rockefeller Capital Management L.P. 0.00% Reduce -97.6% 100 $6K Farther Finance Advisors, LLC 0.00% New 33 $2K
"% of holder's portfolio" is UMI's weight in each manager's 13F, not the share of Uscf Midstream Energy Income the manager owns.