UDI USCF ETF TR
FollowDIVIDEND INC FD (fund)
5 managers (5 13F filers) reported a position in UDI shares at 2025-03-31, 93,095 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 93,095
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 51,298 | $1.51M | 0.01% | +672 | 13F-HRTimelineGroup |
| Walkner Condon Financial Advisors LLC | 22,865 | $673K | 0.14% | +4,436 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 10,725 | $316K | <0.01% | +58 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 8,207 | $242K | 0.01% | -11,139 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |