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Disclosery

UMI USCF ETF TR

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MIDS ENE INC ETF (fund)

44 managers (44 13F filers) reported a position in UMI shares at 2026-03-31, 6,976,223 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
44
13F filers
44
New
14
Added
10
Reduced
7
Sold out
4
Shares held by filers
6,976,223

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC6,367,995$373M0.4%+589,76013F-HRTimeline
Brookwood Investment Group LLC94,665$5.55M0.71%+40,99613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC83,046$4.87M2.84%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,187$4.17M<0.01%+51,17113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC54,895$3.22M0.01%+46,07713F-HRTimeline
LPL Financial LLC53,899$3.16M<0.01%-83413F-HRTimeline
Insight Wealth Partners, LLC52,766$3.09M1.25%+3,65413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,830$1.1M<0.01%-7,88413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,217$1.07M<0.01%-19,84613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,026$1.06M<0.01%+1,66013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC17,717$1.04M0.11%new13F-HRTimeline
Dynamic Advisor Solutions LLC17,007$996K0.03%-1,82613F-HRTimeline
Private Advisor Group, LLC14,644$858K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,890$697K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,532$617K<0.01%-12913F-HRTimelineGroup
Spinnaker Investment Group, LLC8,423$494K0.1%+19413F-HRTimeline
Cascade Financial Partners, LLC6,943$407K0.04%013F-HRTimeline
Creative Planningin group Creative Planning6,210$364K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC6,200$363K0.01%013F-HRTimeline
Annex Advisory Services, LLC5,952$349K0.01%+6913F-HRTimeline
Advisors Asset Management, Inc.4,838$283K<0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …4,487$262K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,374$256K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,293$252K<0.01%-1,54613F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,687$216K0.03%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding3,642$213K+3,246Timeline
HARBOUR INVESTMENTS, INC.3,634$213K<0.01%013F-HRTimeline
WHITTIER TRUST CO2,932$170K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,099$64.4K<0.01%+813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC870$51K<0.01%new13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$29.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$29.3K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC407$23.8K0.02%013F-HRTimeline
Arax Advisory Partners300$17.6K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.276$16K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA240$14K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC226$13.2K<0.01%013F-HRTimeline
Blue Trust, Inc.200$11.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.158$9.24K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC148$8.68K<0.01%new13F-HRTimeline
Costello Asset Management, INC135$7.91K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…100$5.86K<0.01%-4,03713F-HRTimelineGroup
AMERIFLEX GROUP, INC.100$5.86K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC33$1.9K<0.01%new13F-HRTimeline