USCF SUMMERHAVEN DYNAMIC ETF (SDCI) Institutional Shareholders
USCF SUMMERHAVEN DYNAMIC ETF (SDCI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $292.24M in SDCI holdings during the latest filing period.
3Edge Asset Management, Lp is currently the largest disclosed institutional shareholder of SDCI tracked by InsiderSet, reporting ownership valued at approximately $61.85M in its June 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 $73.83M, representing an estimated gain of +19.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SDCI value among the investors covered in this analysis. Major shareholders include 3Edge Asset Management, Lp, Proficio Capital Partners Llc, Morgan Stanley, 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
116
Total Reported Value
$292.24M
Largest Holder
3Edge Asset Management, Lp
Largest Position
$61.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
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 | 2.76% | 2,339,241 | $61,849,532 | $73,826,446 | +$11,976,914 | +19.36% | |
| Proficio Capital Partners Llc | 0.77% | 809,665 | $21,407,543 | $25,553,027 | +$4,145,484 | +19.36% | |
| Morgan Stanley | 0.00% | 702,900 | $18,584,709 | $22,183,524 | +$3,598,815 | +19.36% | |
| Orion Porfolio Solutions, Llc | 0.13% | 619,529 | $16,380,355 | $19,552,335 | +$3,171,980 | +19.36% | |
| Osaic Holdings, Inc. | 0.01% | 471,346 | $12,463,236 | $14,875,680 | +$2,412,444 | +19.36% | |
| Maltin Wealth Management, Inc. | 3.91% | 442,173 | $11,691,058 | $13,954,980 | +$2,263,922 | +19.36% | |
| Peak Financial Management, Inc. | 2.31% | 380,981 | $10,073,146 | $12,023,760 | +$1,950,614 | +19.36% | |
| Raymond James Financial Inc | 0.00% | 322,823 | $8,535,440 | $10,188,294 | +$1,652,854 | +19.36% | |
| Able Financial Group, Llc | 1.05% | 235,561 | $6,228,226 | $7,434,305 | +$1,206,079 | +19.36% | |
| Lpl Financial Llc | 0.00% | 229,438 | $6,066,332 | $7,241,063 | +$1,174,731 | +19.36% | |
| Susquehanna International Group, Llp | 0.01% | 213,510 | $5,645,204 | $6,738,376 | +$1,093,172 | +19.36% | |
| Empirical Asset Management, Llc | 1.23% | 206,224 | $5,452,553 | $6,508,429 | +$1,055,876 | +19.36% | |
| Stratos Investment Management, Llc | 0.18% | 193,548 | $5,117,409 | $6,108,375 | +$990,966 | +19.36% | |
| Wells Fargo & Company/Mn | 0.00% | 176,806 | $4,674,752 | $5,579,997 | +$905,245 | +19.36% | |
| Mather Group, Llc. | 0.04% | 173,188 | $4,579,091 | $5,465,813 | +$886,722 | +19.36% | |
| Midwest Professional Planners, Ltd. | 0.87% | 167,272 | $4,422,672 | $5,279,104 | +$856,432 | +19.36% | |
| Focus Financial Network, Inc. | 0.13% | 163,682 | $4,327,752 | $5,165,804 | +$838,052 | +19.36% | |
| Mml Investors Services, Llc | 0.01% | 151,661 | $4,009,912 | $4,786,421 | +$776,509 | +19.36% | |
| Envestnet Asset Management Inc | 0.00% | 147,967 | $3,912,243 | $4,669,839 | +$757,596 | +19.36% | |
| Bkm Wealth Management, Llc | 1.30% | 139,172 | $3,679,721 | $4,392,268 | +$712,547 | +19.36% | |
| Wescap Management Group, Inc. | 0.67% | 135,754 | $3,589,336 | $4,284,396 | +$695,060 | +19.36% | |
| Atria Investments, Inc | 0.03% | 119,474 | $3,158,893 | $3,770,599 | +$611,706 | +19.36% | |
| Mariner, Llc | 0.00% | 114,659 | $3,031,584 | $3,618,638 | +$587,054 | +19.36% | |
| Wbi Investments, Llc | 0.72% | 109,610 | $2,898,091 | $3,459,292 | +$561,201 | +19.36% | |
| &Partners | 0.01% | 104,913 | $2,773,903 | $3,311,054 | +$537,151 | +19.36% | |
| Cambria Investment Management, L.P. | 0.13% | 102,045 | $2,698,070 | $3,220,540 | +$522,470 | +19.36% | |
| Matauro, Llc | 0.36% | 101,572 | $2,685,564 | $3,205,612 | +$520,048 | +19.36% | |
| Stifel Financial Corp | 0.00% | 90,986 | $2,405,667 | $2,871,518 | +$465,851 | +19.36% | |
| True Private Wealth Advisors | 0.20% | 88,581 | $2,342,072 | $2,795,616 | +$453,544 | +19.37% | |
| Retirement Financial Solutions, Llc | 0.47% | 72,918 | $1,927,952 | $2,301,292 | +$373,340 | +19.36% | |
| Hrt Financial Lp | 0.00% | 69,551 | $1,838,000 | $2,195,030 | +$357,030 | +19.42% | |
| Prosperitas Financial Llc | 0.51% | 60,782 | $1,607,076 | $1,918,280 | +$311,204 | +19.36% | |
| Vista Investment Partners Ii, Llc | 0.60% | 57,504 | $1,520,406 | $1,814,826 | +$294,420 | +19.36% | |
| Citadel Advisors Llc | 0.00% | 56,382 | $1,490,740 | $1,779,416 | +$288,676 | +19.36% | |
| Summit Financial, Llc | 0.02% | 56,225 | $1,486,589 | $1,774,461 | +$287,872 | +19.36% | |
| Maridea Wealth Management Llc | 0.16% | 55,157 | $1,458,351 | $1,740,755 | +$282,404 | +19.36% | |
| Stegent Equity Advisors, Inc. | 1.00% | 52,716 | $1,393,811 | $1,663,717 | +$269,906 | +19.36% | |
| Apollon Wealth Management, Llc | 0.02% | 52,535 | $1,389,025 | $1,658,005 | +$268,980 | +19.36% | |
| Portside Wealth Group, Llc | 0.15% | 49,078 | $1,297,623 | $1,548,902 | +$251,279 | +19.36% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 48,182 | $1,273,922 | $1,520,624 | +$246,702 | +19.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 45,657 | $1,207,170 | $1,440,935 | +$233,765 | +19.36% | |
| Fischer Investment Strategies, Llc | 0.57% | 45,445 | $1,201,566 | $1,434,244 | +$232,678 | +19.36% | |
| Alhambra Investment Management Llc | 0.50% | 43,540 | $1,151,198 | $1,374,122 | +$222,924 | +19.36% | |
| Hm Payson & Co | 0.01% | 38,811 | $1,026,170 | $1,224,875 | +$198,705 | +19.36% | |
| Moors & Cabot, Inc. | 0.04% | 38,753 | $1,024,629 | $1,223,045 | +$198,416 | +19.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 34,519 | $944,447 | $1,089,420 | +$144,973 | +15.35% | |
| Principal Securities, Inc. | 0.01% | 34,298 | $906,839 | $1,082,445 | +$175,606 | +19.36% | |
| Jane Street Group, Llc | 0.00% | 32,709 | $864,826 | $1,032,296 | +$167,470 | +19.36% | |
| G&S Capital Llc | 0.25% | 32,560 | $860,886 | $1,027,594 | +$166,708 | +19.36% | |
| Flow Traders U.S. Llc | 0.04% | 32,375 | $856,000 | $1,021,755 | +$165,755 | +19.36% |
Frequently asked questions about SDCI
Who owns the most SDCI stock?
The largest holders of SDCI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for USCF SUMMERHAVEN DYNAMIC ETF (SDCI).
Is SDCI widely held by superinvestors?
Many widely followed stocks like SDCI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDCI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.