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Disclosery

UMI USCF ETF TR

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MIDS ENE INC ETF (fund)

35 managers (35 13F filers) reported a position in UMI shares at 2025-12-31, 6,235,433 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
4
Added
13
Reduced
7
Sold out
5
Shares held by filers
6,235,433

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC5,778,235$284M0.31%+319,70113F-HRTimeline
Cetera Investment Advisers56,138$2.76M<0.01%+2,71913F-HRTimeline
LPL Financial LLC54,733$2.69M<0.01%-7,64913F-HRTimeline
Brookwood Investment Group LLC53,669$2.63M0.32%new13F-HRTimeline
Insight Wealth Partners, LLC49,112$2.41M1%+4,39313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV38,063$1.87M<0.01%+4,06513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,714$1.31M<0.01%+53613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,016$982K<0.01%-1,80113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,463$955K<0.01%+6,13213F-HRTimelineGroup
Dynamic Advisor Solutions LLC18,833$924K0.03%-1,69613F-HRTimeline
FineMark National Bank & Trust17,717$870K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,366$803K<0.01%+4,62913F-HRTimelineGroup
Private Advisor Group, LLC14,644$719K<0.01%+50013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,661$523K<0.01%+13013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC8,818$433K<0.01%-2,28613F-HRTimeline
Spinnaker Investment Group, LLC8,229$404K0.07%-2,58113F-HRTimeline
Cascade Financial Partners, LLC6,943$341K0.03%new13F-HRTimeline
SageView Advisory Group, LLC6,200$304K0.01%013F-HRTimeline
Annex Advisory Services, LLC5,883$289K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,839$287K<0.01%-61113F-HRTimelineGroup
HOWE & RUSLING INC4,301$211K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,137$203K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.3,634$178K<0.01%+45813F-HRTimeline
WHITTIER TRUST CO2,932$141K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,091$53.5K<0.01%+2313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$24.5K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$24.5K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC407$20K0.02%13F-HRTimeline
UBS Group AGin group UBS Group AG396$19.4K<0.01%+39113F-HRTimelineGroup
Arax Advisory Partners300$14.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.276$14K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC226$11.1K<0.01%013F-HRTimeline
Blue Trust, Inc.200$9.82K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.157$7.71K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.100$4.91K<0.01%-10013F-HRTimeline