USCF MIDSTREAM ENERGY INCOME (UMI) Institutional Ownership Changes & 13F Activity
USCF MIDSTREAM ENERGY INCOME (UMI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fischer Investment Strategies, Llc, Whittier Trust Co, Gts Securities Llc, Brookwood Investment Group Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | Sell | -12,361 | -67.9% | 5,856 | $344.54K | Q2 2026 | Aug 19, 2026 |
| Gts Securities Llc | Buy | +17,814 | — | 17,814 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,949 | +208.5% | 13,242 | $779.22K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +6,487 | +134.1% | 11,325 | $666.36K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +6,472 | — | 6,472 | $381.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +5,727 | +2386.3% | 5,967 | $351.00K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +833 | — | 833 | $49.01K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +446 | — | 446 | $26.24K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +334 | — | 334 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +4,999 | +47.5% | 15,531 | $913.84K | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Buy | +2 | +0.7% | 278 | $16.00K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +4,497 | — | 4,497 | $264.58K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -75 | -2.1% | 3,559 | $209.41K | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | Sell | -61 | -38.6% | 97 | $5.71K | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | Buy | +7 | +0.6% | 1,106 | $65.07K | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, Llc | Buy | +4,508 | — | 4,508 | $271.21K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Sell | -4,945 | -9.0% | 49,950 | $2.94M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +415 | +0.8% | 54,314 | $3.20M | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, Llc | Buy | +4,726 | +9.0% | 57,492 | $3.38M | Q2 2026 | Aug 06, 2026 |
| Cascade Financial Partners, Llc | Sell | -986 | -14.2% | 5,957 | $350.51K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -12,275 | -17.2% | 58,912 | $3.47M | Q2 2026 | Aug 03, 2026 |
| Signature Equity Partners, Llc | Sell | -72 | -48.6% | 76 | $4.45K | Q2 2026 | Jul 30, 2026 |
| Diversify Wealth Management, Llc | Buy | +21 | +0.5% | 4,508 | $271.21K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +193 | +1.0% | 19,023 | $1.12M | Q2 2026 | Jul 29, 2026 |
| Whittier Trust Co | Buy | +38,699 | +1319.9% | 41,631 | $2.44M | Q2 2026 | Jul 28, 2026 |
| Institute For Wealth Management, Llc. | Buy | +357 | — | 357 | $21.01K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Sell | -10,204 | -69.7% | 4,440 | $261.25K | Q2 2026 | Jul 27, 2026 |
| Fischer Investment Strategies, Llc | Buy | +92,242 | — | 92,242 | $5.43M | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group Llc | Sell | -13,131 | -13.9% | 81,534 | $4.80M | Q2 2026 | Jul 23, 2026 |
| Annex Advisory Services, Llc | Buy | +57 | +1.0% | 6,009 | $353.57K | Q2 2026 | Jul 10, 2026 |
Frequently asked questions about UMI activity
Which institutional owners are buying UMI?
Institutional owners buying UMI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UMI activity?
"Buy" means an investor increased their reported position in UMI compared to the prior reporting period. This reflects growing exposure to USCF MIDSTREAM ENERGY INCOME (UMI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UMI increasing?
Institutional interest in UMI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.