UMI Institutional Ownership & Shareholders
USCF MIDSTREAM ENERGY INCOME (UMI) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fischer Investment Strategies, Llc is currently the largest disclosed institutional shareholder of UMI tracked by InsiderSet, reporting ownership valued at approximately $5.43M 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 $5.59M, representing an estimated gain of +3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed UMI value among the investors covered in this analysis. Major shareholders include Fischer Investment Strategies, Llc, Brookwood Investment Group Llc, Insight Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in USCF MIDSTREAM ENERGY INCOME (UMI).
This page ranks the largest institutional UMI 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
49
Total Reported Value
$38.03M
Largest Holder
Fischer Investment Strategies, Llc
Largest Position
$5.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fischer Investment Strategies, Llc | 2.59% | 92,242 | $5,427,535 | $5,590,788 | +$163,253 | +3.01% | |
| Brookwood Investment Group Llc | 0.56% | 81,534 | $4,797,472 | $4,941,776 | +$144,304 | +3.01% | |
| Insight Wealth Partners, Llc | 1.50% | 67,365 | $3,810,824 | $4,082,993 | +$272,169 | +7.14% | |
| Envestnet Asset Management Inc | 0.00% | 58,912 | $3,466,401 | $3,570,656 | +$104,255 | +3.01% | |
| Lpl Financial Llc | 0.00% | 54,314 | $3,195,837 | $3,291,972 | +$96,135 | +3.01% | |
| Mml Investors Services, Llc | 0.01% | 49,950 | $2,939,040 | $3,027,470 | +$88,430 | +3.01% | |
| Whittier Trust Co | 0.02% | 41,631 | $2,436,662 | $2,523,255 | +$86,593 | +3.55% | |
| Coppell Advisory Solutions Llc | 0.09% | 334 | $1,075,371 | $20,244 | -$1,055,127 | -98.12% | |
| Gts Securities Llc | 0.02% | 17,814 | $1,048,176 | $1,079,707 | +$31,531 | +3.01% | |
| Mosaic Family Wealth Partners, Llc | 0.07% | 17,717 | $1,042,468 | $1,073,827 | +$31,359 | +3.01% | |
| Morgan Stanley | 0.00% | 15,531 | $913,844 | $941,334 | +$27,490 | +3.01% | |
| Dynamic Advisor Solutions Llc | 0.02% | 15,464 | $874,794 | $937,273 | +$62,479 | +7.14% | |
| Osaic Holdings, Inc. | 0.00% | 13,242 | $779,221 | $802,598 | +$23,377 | +3.00% | |
| Aps Management Group, Inc. | 0.36% | 8,751 | $495,044 | $530,398 | +$35,354 | +7.14% | |
| Spinnaker Investment Group, Llc | 0.08% | 8,423 | $476,489 | $510,518 | +$34,029 | +7.14% | |
| Flow Traders U.S. Llc | 0.02% | 6,472 | $381,000 | $392,268 | +$11,268 | +2.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,615 | $374,210 | $400,935 | +$26,725 | +7.14% | |
| Creative Planning | 0.00% | 6,210 | $351,311 | $376,388 | +$25,077 | +7.14% | |
| Royal Bank Of Canada | 0.00% | 5,967 | $351,000 | $361,660 | +$10,660 | +3.04% | |
| Cascade Financial Partners, Llc | 0.03% | 5,957 | $350,510 | $361,054 | +$10,544 | +3.01% | |
| Mercer Global Advisors Inc | 0.00% | 5,856 | $344,541 | $354,932 | +$10,391 | +3.02% | |
| Annex Advisory Services, Llc | 0.01% | 6,059 | $342,739 | $367,236 | +$24,497 | +7.15% | |
| Glass Jacobson Investment Advisors Llc | 0.09% | 5,407 | $305,901 | $327,718 | +$21,817 | +7.13% | |
| Focus Partners Wealth | 0.00% | 4,497 | $264,584 | $272,563 | +$7,979 | +3.02% | |
| Private Advisor Group, Llc | 0.00% | 4,440 | $261,250 | $269,108 | +$7,858 | +3.01% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,374 | $257,366 | $265,108 | +$7,742 | +3.01% | |
| Diversify Advisory Services, Llc | 0.00% | 4,348 | $251,684 | $263,532 | +$11,848 | +4.71% | |
| Diversify Wealth Management, Llc | 0.00% | 4,348 | $251,684 | $263,532 | +$11,848 | +4.71% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 3,642 | $213,385 | $220,742 | +$7,357 | +3.45% | |
| Harbour Investments, Inc. | 0.00% | 3,559 | $209,412 | $215,711 | +$6,299 | +3.01% | |
| Atlantic Union Bankshares Corp | 0.00% | 1,106 | $65,067 | $67,035 | +$1,968 | +3.02% | |
| Ameritas Advisory Services, Llc | 0.00% | 833 | $49,014 | $50,488 | +$1,474 | +3.01% | |
| Pnc Financial Services Group, Inc. | 0.00% | 500 | $29,420 | $30,305 | +$885 | +3.01% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 500 | $29,420 | $30,305 | +$885 | +3.01% | |
| Ifg Advisory, Llc | 0.00% | 446 | $26,243 | $27,032 | +$789 | +3.01% | |
| Blueline Advisors Llc | 0.02% | 407 | $23,024 | $24,668 | +$1,644 | +7.14% | |
| Institute For Wealth Management, Llc. | 0.00% | 357 | $21,006 | $21,638 | +$632 | +3.01% | |
| Arax Advisory Partners | 0.00% | 300 | $17,652 | $18,183 | +$531 | +3.01% | |
| Nbc Securities, Inc. | 0.00% | 303 | $17,141 | $18,365 | +$1,224 | +7.14% | |
| Hantz Financial Services, Inc. | 0.00% | 278 | $16,000 | $16,850 | +$850 | +5.31% | |
| Larson Financial Group Llc | 0.00% | 226 | $13,298 | $13,698 | +$400 | +3.01% | |
| Blue Trust, Inc. | 0.00% | 200 | $11,314 | $12,122 | +$808 | +7.14% | |
| Costello Asset Management, Inc | 0.00% | 135 | $7,637 | $8,182 | +$545 | +7.14% | |
| Ameriflex Group, Inc. | 0.00% | 100 | $5,884 | $6,061 | +$177 | +3.01% | |
| Rockefeller Capital Management L.P. | 0.00% | 100 | $5,884 | $6,061 | +$177 | +3.01% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 97 | $5,707 | $5,879 | +$172 | +3.02% | |
| Farther Finance Advisors, Llc | 0.00% | 33 | $1,867 | $2,000 | +$133 | +7.13% | |
| Heritage Family Offices, Llp | 0.00% | 25 | $1,401 | $1,515 | +$114 | +8.15% | |
| Princeton Global Asset Management Llc | 0.00% | 23 | $1,301 | $1,394 | +$93 | +7.15% | |
| Parkside Financial Bank & Trust | 0.00% | 20 | $1,132 | $1,212 | +$80 | +7.08% |
Frequently asked questions about UMI
Who are the largest institutional holders of UMI?
The largest institutional holders of UMI reported in the latest SEC Form 13F filings include Fischer Investment Strategies, Llc, Brookwood Investment Group Llc, Insight Wealth Partners, Llc, Envestnet Asset Management Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported UMI position.
What is UMI institutional ownership?
This page tracks UMI positions reported by institutional investment managers through SEC Form 13F. USCF MIDSTREAM ENERGY INCOME (UMI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UMI?
InsiderSet currently tracks 49 institutional managers reporting UMI 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 UMI shareholders.
How much UMI stock do institutions own?
Institutional investment managers disclosed approximately $38.03M in UMI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UMI institutional ownership last updated?
The latest UMI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 UMI 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 UMI position after the reporting date.
Are institutions buying or selling UMI?
Institutional buying and selling can be analyzed by comparing UMI positions across consecutive 13F reporting periods. InsiderSet's UMI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UMI ownership changes.
How has UMI institutional ownership changed over time?
InsiderSet tracks UMI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.