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Disclosery

UMI USCF ETF TR

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MIDS ENE INC ETF (fund)

36 managers (36 13F filers) reported a position in UMI shares at 2025-09-30, 5,886,126 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
9
Reduced
11
Sold out
7
Shares held by filers
5,886,126

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC5,458,534$280M0.32%+232,77313F-HRTimeline
LPL Financial LLC62,382$3.2M<0.01%-5,78413F-HRTimeline
Cetera Investment Advisers53,419$2.74M<0.01%new13F-HRTimeline
Insight Wealth Partners, LLC44,719$2.3M1.01%+2,71313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,998$1.75M<0.01%-7,28813F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV29,526$1.52M0.95%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,178$1.34M<0.01%-66013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,817$1.12M<0.01%-1,76513F-HRTimelineGroup
Dynamic Advisor Solutions LLC20,529$1.05M0.03%-2,32513F-HRTimeline
FineMark National Bank & Trust17,717$910K0.03%013F-HRTimeline
Private Advisor Group, LLC14,144$726K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,331$685K<0.01%-5,24713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,737$603K<0.01%-11,97513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,104$570K<0.01%-31513F-HRTimeline
Spinnaker Investment Group, LLC10,810$555K0.1%+1,90113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,531$541K<0.01%+1,39213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,450$329K<0.01%-1013F-HRTimelineGroup
SageView Advisory Group, LLC6,200$318K0.01%013F-HRTimeline
WFA Asset Management Corp5,462$245K0.13%+5613F-HRTimeline
FLOW TRADERS U.S. LLC4,734$243K0.01%new13F-HRTimeline
HOWE & RUSLING INC4,301$221K0.02%-29913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,137$212K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC4,072$209K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,176$163K<0.01%+44113F-HRTimeline
WHITTIER TRUST CO2,932$151K<0.01%-50813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,068$54.8K<0.01%+713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC870$44.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$25.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$25.7K<0.01%013F-HRTimeline
Arax Advisory Partners300$15.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.267$14K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC226$11.6K<0.01%013F-HRTimeline
Blue Trust, Inc.200$10.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.200$10.3K<0.01%+10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$2.59K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG5$257<0.01%013F-HRTimelineGroup