SDCI Institutional Ownership & Shareholders
USCF SUMMERHAVEN DYNAMIC ETF (SDCI) is currently held by 128 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $355.49M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
3Edge Asset Management, Lp is currently the largest disclosed institutional shareholder of SDCI tracked by InsiderSet, reporting ownership valued at approximately $67.67M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $67.47M, representing an estimated loss of -0.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed SDCI value among the investors covered in this analysis. Major shareholders include 3Edge Asset Management, Lp, Proficio Capital Partners Llc, Smi Advisory Services, Llc, and several other long-term asset managers with concentrated positions in USCF SUMMERHAVEN DYNAMIC ETF (SDCI).
This page ranks the largest institutional SDCI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
128
Total Reported Value
$355.49M
Largest Holder
3Edge Asset Management, Lp
Largest Position
$67.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
136
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 3Edge Asset Management, Lp | 2.88% | 2,168,867 | $67,668,651 | $67,473,452 | -$195,199 | -0.29% | |
| Proficio Capital Partners Llc | 0.77% | 809,665 | $21,407,543 | $25,188,678 | +$3,781,135 | +17.66% | |
| Smi Advisory Services, Llc | 3.37% | 671,709 | $21,084,960 | $20,896,867 | -$188,093 | -0.89% | |
| Morgan Stanley | 0.00% | 702,900 | $18,584,709 | $21,867,219 | +$3,282,510 | +17.66% | |
| Orion Porfolio Solutions, Llc | 0.13% | 619,529 | $16,380,355 | $19,273,547 | +$2,893,192 | +17.66% | |
| Maltin Wealth Management, Inc. | 4.58% | 446,586 | $13,933,469 | $13,893,290 | -$40,179 | -0.29% | |
| Osaic Holdings, Inc. | 0.01% | 471,346 | $12,463,236 | $14,663,574 | +$2,200,338 | +17.65% | |
| Peak Financial Management, Inc. | 2.71% | 383,617 | $11,968,876 | $11,934,325 | -$34,551 | -0.29% | |
| Prism Advisors, Inc. | 2.46% | 314,126 | $9,822,720 | $9,772,460 | -$50,260 | -0.51% | |
| Raymond James Financial Inc | 0.00% | 322,823 | $8,535,440 | $10,043,024 | +$1,507,584 | +17.66% | |
| Able Financial Group, Llc | 1.16% | 238,674 | $7,446,621 | $7,425,148 | -$21,473 | -0.29% | |
| Lpl Financial Llc | 0.00% | 229,438 | $6,066,332 | $7,137,816 | +$1,071,484 | +17.66% | |
| Susquehanna International Group, Llp | 0.01% | 213,510 | $5,645,204 | $6,642,296 | +$997,092 | +17.66% | |
| Midwest Professional Planners, Ltd. | 1.10% | 178,418 | $5,566,642 | $5,550,584 | -$16,058 | -0.29% | |
| Empirical Asset Management, Llc | 1.23% | 206,224 | $5,452,553 | $6,415,629 | +$963,076 | +17.66% | |
| Mather Group, Llc. | 0.05% | 172,861 | $5,393,252 | $5,377,706 | -$15,546 | -0.29% | |
| Focus Financial Network, Inc. | 0.16% | 170,227 | $5,311,082 | $5,295,762 | -$15,320 | -0.29% | |
| Stratos Investment Management, Llc | 0.18% | 193,548 | $5,117,409 | $6,021,278 | +$903,869 | +17.66% | |
| Wt Wealth Management | 1.42% | 162,901 | $5,082,523 | $5,067,850 | -$14,673 | -0.29% | |
| Bkm Wealth Management, Llc | 1.64% | 162,428 | $5,067,770 | $5,053,135 | -$14,635 | -0.29% | |
| Wells Fargo & Company/Mn | 0.00% | 176,806 | $4,674,752 | $5,500,435 | +$825,683 | +17.66% | |
| Mml Investors Services, Llc | 0.01% | 151,661 | $4,009,912 | $4,718,174 | +$708,262 | +17.66% | |
| Envestnet Asset Management Inc | 0.00% | 147,967 | $3,912,243 | $4,603,253 | +$691,010 | +17.66% | |
| Atria Investments, Inc | 0.04% | 120,445 | $3,757,884 | $3,747,044 | -$10,840 | -0.29% | |
| Wescap Management Group, Inc. | 0.67% | 135,754 | $3,589,336 | $4,223,307 | +$633,971 | +17.66% | |
| Matauro, Llc | 0.42% | 108,923 | $3,398,412 | $3,388,595 | -$9,817 | -0.29% | |
| Mariner, Llc | 0.00% | 114,659 | $3,031,584 | $3,567,041 | +$535,457 | +17.66% | |
| True Private Wealth Advisors | 0.25% | 94,110 | $2,936,251 | $2,927,762 | -$8,489 | -0.29% | |
| Wbi Investments, Llc | 0.72% | 109,610 | $2,898,091 | $3,409,967 | +$511,876 | +17.66% | |
| &Partners | 0.01% | 104,913 | $2,773,903 | $3,263,843 | +$489,940 | +17.66% | |
| Cambria Investment Management, L.P. | 0.13% | 102,045 | $2,698,070 | $3,174,620 | +$476,550 | +17.66% | |
| Stifel Financial Corp | 0.00% | 90,986 | $2,405,667 | $2,830,574 | +$424,907 | +17.66% | |
| Retirement Financial Solutions, Llc | 0.53% | 72,488 | $2,261,626 | $2,255,102 | -$6,524 | -0.29% | |
| Prosperitas Financial Llc | 0.64% | 67,530 | $2,106,921 | $2,100,858 | -$6,063 | -0.29% | |
| Hrt Financial Lp | 0.00% | 69,551 | $1,838,000 | $2,163,732 | +$325,732 | +17.72% | |
| Vista Investment Partners Ii, Llc | 0.72% | 57,229 | $1,785,545 | $1,780,394 | -$5,151 | -0.29% | |
| Fifth Third Wealth Advisors Llc | 0.05% | 55,453 | $1,730,134 | $1,725,143 | -$4,991 | -0.29% | |
| Portside Wealth Group, Llc | 0.18% | 52,853 | $1,649,013 | $1,644,257 | -$4,756 | -0.29% | |
| Apollon Wealth Management, Llc | 0.02% | 52,483 | $1,637,469 | $1,632,746 | -$4,723 | -0.29% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 49,711 | $1,550,971 | $1,546,509 | -$4,462 | -0.29% | |
| G&S Capital Llc | 0.45% | 49,413 | $1,541,686 | $1,537,238 | -$4,448 | -0.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,783 | $1,522,030 | $1,517,639 | -$4,391 | -0.29% | |
| Citadel Advisors Llc | 0.00% | 56,382 | $1,490,740 | $1,754,044 | +$263,304 | +17.66% | |
| Summit Financial, Llc | 0.02% | 56,225 | $1,486,589 | $1,749,160 | +$262,571 | +17.66% | |
| Maridea Wealth Management Llc | 0.16% | 55,157 | $1,458,351 | $1,715,934 | +$257,583 | +17.66% | |
| Alhambra Investment Management Llc | 0.62% | 46,615 | $1,454,388 | $1,450,193 | -$4,195 | -0.29% | |
| Stegent Equity Advisors, Inc. | 1.04% | 41,955 | $1,308,996 | $1,305,220 | -$3,776 | -0.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,232 | $1,289,332 | $1,282,728 | -$6,604 | -0.51% | |
| Fischer Investment Strategies, Llc | 0.57% | 45,445 | $1,201,566 | $1,413,794 | +$212,228 | +17.66% | |
| Cornerstone Wealth, Llc/Tn | 0.54% | 35,394 | $1,134,365 | $1,101,107 | -$33,258 | -2.93% |
Frequently asked questions about SDCI
Who are the largest institutional holders of SDCI?
The largest institutional holders of SDCI reported in the latest SEC Form 13F filings include 3Edge Asset Management, Lp, Proficio Capital Partners Llc, Smi Advisory Services, Llc, Morgan Stanley, and Orion Porfolio Solutions, Llc. InsiderSet ranks institutional holders by their latest reported SDCI position.
What is SDCI institutional ownership?
This page tracks SDCI positions reported by institutional investment managers through SEC Form 13F. USCF SUMMERHAVEN DYNAMIC ETF (SDCI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDCI?
InsiderSet currently tracks 128 institutional managers reporting SDCI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDCI shareholders.
How much SDCI stock do institutions own?
Institutional investment managers disclosed approximately $355.49M in SDCI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDCI institutional ownership last updated?
The latest SDCI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SDCI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDCI position after the reporting date.
Are institutions buying or selling SDCI?
Institutional buying and selling can be analyzed by comparing SDCI positions across consecutive 13F reporting periods. InsiderSet's SDCI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDCI ownership changes.
How has SDCI institutional ownership changed over time?
InsiderSet tracks SDCI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.