UDI USCF ETF TR
FollowDIVIDEND INC FD (fund)
7 managers (7 13F filers) reported a position in UDI shares at 2024-12-31, 99,169 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 99,169
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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 | 50,626 | $1.47M | <0.01% | +4,608 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 19,346 | $561K | 0.03% | -7,714 | 13F-HRTimeline |
| Walkner Condon Financial Advisors LLC | 18,429 | $534K | 0.11% | +3,222 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 10,667 | $309K | <0.01% | -75 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 100 | $2.9K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $56 | <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. |