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Disclosery

UMI USCF ETF TR

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MIDS ENE INC ETF (fund)

37 managers (37 13F filers) reported a position in UMI shares at 2025-03-31, 5,270,431 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
8
Added
13
Reduced
4
Sold out
4
Shares held by filers
5,270,431

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.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC4,772,158$248M0.34%-408,87913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.116,984$6.08M0.04%-98513F-HRTimeline
LPL Financial LLC63,339$3.29M<0.01%+16,81613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,944$2.91M0.01%+34,98313F-HRTimeline
Dynamic Advisor Solutions LLC47,751$2.48M0.08%new13F-HRTimeline
Savoie Capital LLC33,850$1.68M0.2%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,644$1.39M<0.01%+1,59013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,565$965K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,753$923K<0.01%+2,32613F-HRTimelineGroup
FineMark National Bank & Trust17,717$921K0.03%013F-HRTimeline
Insight Wealth Partners, LLC13,474$701K0.42%new13F-HRTimeline
Private Advisor Group, LLC13,469$700K<0.01%+3,26513F-HRTimeline
Spinnaker Investment Group, LLC10,452$544K0.12%+1,54913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,139$475K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC7,792$405K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,501$390K<0.01%+2,38113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,550$289K<0.01%+1,29713F-HRTimelineGroup
OneDigital Investment Advisors LLC4,656$242K<0.01%+24113F-HRTimeline
HOWE & RUSLING INC4,600$239K0.02%013F-HRTimeline
Plan Group Financial, LLC4,300$224K0.08%new13F-HRTimeline
WFA Asset Management Corp5,342$216K0.11%-19313F-HRTimeline
WHITTIER TRUST CO3,440$179K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,840$148K<0.01%+10013F-HRTimeline
UBS Group AGin group UBS Group AG2,205$115K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,265$65.8K<0.01%+80413F-HRTimeline
Sandy Spring Bank1,054$54.8K<0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$26K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$26K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA337$18K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners300$15.6K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.262$14K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC226$11.8K<0.01%013F-HRTimeline
Blue Trust, Inc.200$10.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN172$8.94K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.100$5.2K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC50$2.6K<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.