UDI USCF ETF TR
FollowDIVIDEND INC FD (fund)
7 managers (7 13F filers) reported a position in UDI shares at 2024-09-30, 122,685 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 4
- Added
- 1
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 122,685
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC | 46,018 | $1.38M | <0.01% | new | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 27,060 | $809K | 0.02% | new | 13F-HRTimeline |
| Root Financial Partners, LLC | 23,657 | $708K | 0.11% | new | 13F-HRTimeline |
| Walkner Condon Financial Advisors LLC | 15,207 | $455K | 0.09% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 10,742 | $322K | <0.01% | +10,242 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $59 | <0.01% | 0 | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |