USCF MIDSTREAM ENERGY INCOME (UMI) Institutional Shareholders
USCF MIDSTREAM ENERGY INCOME (UMI) 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 $37.02M in UMI holdings during the latest filing period.
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 $5.53M, representing an estimated gain of +1.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed UMI value among the investors covered in this analysis. Major shareholders include Fischer Investment Strategies, Llc, Brookwood Investment Group Llc, Envestnet Asset Management Inc, 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
45
Total Reported Value
$37.02M
Largest Holder
Fischer Investment Strategies, Llc
Largest Position
$5.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | $5,526,218 | +$98,683 | +1.82% | |
| Brookwood Investment Group Llc | 0.56% | 81,534 | $4,797,472 | $4,884,702 | +$87,230 | +1.82% | |
| Envestnet Asset Management Inc | 0.00% | 58,912 | $3,466,401 | $3,529,418 | +$63,017 | +1.82% | |
| Insight Wealth Partners, Llc | 0.45% | 57,492 | $3,382,811 | $3,444,346 | +$61,535 | +1.82% | |
| Lpl Financial Llc | 0.00% | 54,314 | $3,195,837 | $3,253,952 | +$58,115 | +1.82% | |
| Mml Investors Services, Llc | 0.01% | 49,950 | $2,939,040 | $2,992,505 | +$53,465 | +1.82% | |
| Whittier Trust Co | 0.02% | 41,631 | $2,436,662 | $2,494,113 | +$57,451 | +2.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,023 | $1,119,330 | $1,139,668 | +$20,338 | +1.82% | |
| Coppell Advisory Solutions Llc | 0.09% | 334 | $1,075,371 | $20,010 | -$1,055,361 | -98.14% | |
| Gts Securities Llc | 0.02% | 17,814 | $1,048,176 | $1,067,237 | +$19,061 | +1.82% | |
| Mosaic Family Wealth Partners, Llc | 0.07% | 17,717 | $1,042,468 | $1,061,425 | +$18,957 | +1.82% | |
| Dynamic Advisor Solutions Llc | 0.03% | 16,690 | $982,035 | $999,898 | +$17,863 | +1.82% | |
| Morgan Stanley | 0.00% | 15,531 | $913,844 | $930,462 | +$16,618 | +1.82% | |
| Osaic Holdings, Inc. | 0.00% | 13,242 | $779,221 | $793,328 | +$14,107 | +1.81% | |
| Spinnaker Investment Group, Llc | 0.08% | 8,423 | $495,609 | $504,622 | +$9,013 | +1.82% | |
| Flow Traders U.S. Llc | 0.02% | 6,472 | $381,000 | $387,738 | +$6,738 | +1.77% | |
| Annex Advisory Services, Llc | 0.01% | 6,009 | $353,571 | $359,999 | +$6,428 | +1.82% | |
| Royal Bank Of Canada | 0.00% | 5,967 | $351,000 | $357,483 | +$6,483 | +1.85% | |
| Cascade Financial Partners, Llc | 0.03% | 5,957 | $350,510 | $356,884 | +$6,374 | +1.82% | |
| Mercer Global Advisors Inc | 0.00% | 5,856 | $344,541 | $350,833 | +$6,292 | +1.83% | |
| Diversify Advisory Services, Llc | 0.00% | 4,508 | $271,211 | $270,074 | -$1,137 | -0.42% | |
| Diversify Wealth Management, Llc | 0.00% | 4,508 | $271,211 | $270,074 | -$1,137 | -0.42% | |
| Focus Partners Wealth | 0.00% | 4,497 | $264,584 | $269,415 | +$4,831 | +1.83% | |
| Private Advisor Group, Llc | 0.00% | 4,440 | $261,250 | $266,000 | +$4,750 | +1.82% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,374 | $257,366 | $262,046 | +$4,680 | +1.82% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 3,642 | $213,385 | $218,192 | +$4,807 | +2.25% | |
| Harbour Investments, Inc. | 0.00% | 3,559 | $209,412 | $213,220 | +$3,808 | +1.82% | |
| Atlantic Union Bankshares Corp | 0.00% | 1,106 | $65,067 | $66,260 | +$1,193 | +1.83% | |
| Salem Investment Counselors Inc | 0.00% | 870 | $51,191 | $52,122 | +$931 | +1.82% | |
| Ameritas Advisory Services, Llc | 0.00% | 833 | $49,014 | $49,905 | +$891 | +1.82% | |
| Pnc Financial Services Group, Inc. | 0.00% | 500 | $29,420 | $29,955 | +$535 | +1.82% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 500 | $29,420 | $29,955 | +$535 | +1.82% | |
| Ifg Advisory, Llc | 0.00% | 446 | $26,243 | $26,720 | +$477 | +1.82% | |
| Blueline Advisors Llc | 0.02% | 407 | $23,948 | $24,383 | +$435 | +1.82% | |
| Institute For Wealth Management, Llc. | 0.00% | 357 | $21,006 | $21,388 | +$382 | +1.82% | |
| Arax Advisory Partners | 0.00% | 300 | $17,652 | $17,973 | +$321 | +1.82% | |
| Hantz Financial Services, Inc. | 0.00% | 278 | $16,000 | $16,655 | +$655 | +4.09% | |
| Larson Financial Group Llc | 0.00% | 226 | $13,298 | $13,540 | +$242 | +1.82% | |
| Blue Trust, Inc. | 0.00% | 200 | $11,768 | $11,982 | +$214 | +1.82% | |
| Costello Asset Management, Inc | 0.00% | 135 | $7,943 | $8,088 | +$145 | +1.82% | |
| Ameriflex Group, Inc. | 0.00% | 100 | $5,884 | $5,991 | +$107 | +1.82% | |
| Rockefeller Capital Management L.P. | 0.00% | 100 | $5,884 | $5,991 | +$107 | +1.82% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 97 | $5,707 | $5,811 | +$104 | +1.83% | |
| Signature Equity Partners, Llc | 0.00% | 76 | $4,447 | $4,553 | +$106 | +2.39% | |
| Farther Finance Advisors, Llc | 0.00% | 33 | $1,942 | $1,977 | +$35 | +1.80% |
Frequently asked questions about UMI
Who owns the most UMI stock?
The largest holders of UMI 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 MIDSTREAM ENERGY INCOME (UMI).
Is UMI widely held by superinvestors?
Many widely followed stocks like UMI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UMI 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.