Who Owns UMI?
USCF Midstream Energy Income Fund — Institutional Ownership & 13F Holdings
$57.31
+0.52 (+0.91%)
Market Cap
$483.7M
Shares Outstanding
9,075,983
Institutional Holders
36
Total Inst. Value
$262.5M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
11
Closed Positions
5
Increased
11
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HighTower Advisors, LLC | $248.2M | 4,772,158 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $2.9M | 55,944 |
| 3 | Dynamic Advisor Solutions LLCNew | $2.5M | 47,751 |
| 4 | Savoie Capital LLC | $1.7M | 33,850 |
| 5 | STIFEL FINANCIAL CORPNew | $965K | 18,565 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $923K | 17,753 |
| 7 | FineMark National Bank & Trust | $921K | 17,717 |
| 8 | Private Advisor Group, LLC | $700K | 13,469 |
| 9 | Spinnaker Investment Group, LLCNew | $544K | 10,452 |
| 10 | MORGAN STANLEY | $475K | 9,139 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +35K | $2.9M |
| Dynamic Advisor Solutions LLCNew | +48K | $2.5M |
| STIFEL FINANCIAL CORPNew | +19K | $965K |
| ENVESTNET ASSET MANAGEMENT INC | +2K | $923K |
| Private Advisor Group, LLC | +3K | $700K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HighTower Advisors, LLC | -409K | $248.2M |
| AVANTAX ADVISORY SERVICES, INC. | -985 | $6K |
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Frequently Asked Questions
How many institutional investors hold UMI?
As of Q1 2025, 36 institutional investors report holding UMI (USCF Midstream Energy Income Fund) in their 13F filings.
Which hedge fund owns the most UMI?
The largest institutional holder of UMI is HighTower Advisors, LLC with $248.2M in shares.
Are institutions buying or selling UMI?
This quarter, 11 institutions opened new positions in UMI and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.