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Disclosery

UMI USCF ETF TR

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MIDS ENE INC ETF (fund)

50 managers (51 13F filers) reported a position in UMI shares at 2026-06-30, 6,602,470 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
51
New
9
Added
13
Reduced
11
Sold out
3
Shares held by filers
6,602,470

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC5,965,914$351M0.34%-402,08113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC92,242$5.43M2.59%+9,19613F-HRTimeline
Brookwood Investment Group LLC81,534$4.8M0.56%-13,13113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,912$3.47M<0.01%-12,27513F-HRTimelineGroup
Insight Wealth Partners, LLC57,492$3.38M0.45%+4,72613F-HRTimeline
LPL Financial LLC54,314$3.2M<0.01%+41513F-HRTimeline
MML INVESTORS SERVICES, LLC49,950$2.94M0.01%-4,94513F-HRTimeline
WHITTIER TRUST CO41,631$2.44M0.02%+38,69913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,023$1.12M<0.01%+19313F-HRTimeline
Coppell Advisory Solutions LLC334$1.08M0.12%new13F-HRTimeline
GTS SECURITIES LLC17,814$1.05M0.02%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,717$1.04M0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC16,690$982K0.03%-31713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,531$914K<0.01%+4,99913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,242$779K<0.01%+8,94913F-HRTimelineGroup
Advisors Asset Management, Inc.11,325$666K0.01%+6,48713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,016$542K+4,529Timeline
Spinnaker Investment Group, LLC8,423$496K0.08%013F-HRTimeline
FLOW TRADERS U.S. LLC6,472$381K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning6,210$365K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC6,200$365K0.01%013F-HRTimeline
Annex Advisory Services, LLC6,009$354K0.01%+5713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,967$351K<0.01%+5,72713F-HRTimelineGroup
Cascade Financial Partners, LLC5,957$351K0.03%-98613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,856$345K<0.01%-12,36113F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth4,497$265K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC4,440$261K<0.01%-10,20413F-HRTimeline
Gladstone Institutional Advisory LLC4,374$257K0.01%013F-HRTimeline
UBS AM, a distinct business unit of UBS…in group UBS Group AG3,642$214K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,559$209K<0.01%-7513F-HRTimeline
Planning Strategies Inc.1,520$89.4K0.06%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,106$65.1K<0.01%+713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC870$51.2K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…833$49K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$29.4K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$29.4K<0.01%013F-HRTimeline
IFG Advisory, LLC446$26.2K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC407$23.9K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.357$21K<0.01%new13F-HRTimeline
Arax Advisory Partners300$17.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.278$16K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC226$13.3K<0.01%013F-HRTimeline
Blue Trust, Inc.200$11.8K<0.01%013F-HRTimeline
Costello Asset Management, INC135$7.94K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…100$5.88K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.100$5.88K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC99$5.84K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.97$5.71K<0.01%-6113F-HRTimeline
Signature Equity Partners, LLC76$4.45K<0.01%-7213F-HRTimeline
Farther Finance Advisors, LLC33$1.94K<0.01%013F-HRTimeline