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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Envestnet Asset Management Inc, Mml Investors Services, 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 | -19,846 | -52.1% | 18,217 | $1.07M | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | Buy | +4,838 | — | 4,838 | $283.46K | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Buy | +3,687 | — | 3,687 | $216.02K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +1,660 | +10.1% | 18,026 | $1.06M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -1,546 | -26.5% | 4,293 | $251.58K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +240 | — | 240 | $14.00K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -129 | -1.2% | 10,532 | $617.11K | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +4,374 | — | 4,374 | $256.27K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -4,037 | -97.6% | 100 | $5.86K | Q1 2026 | May 14, 2026 |
| Insight Wealth Partners, Llc | Buy | +3,654 | +7.4% | 52,766 | $3.09M | Q1 2026 | May 14, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +3,642 | — | 3,642 | $213.38K | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, Llc | Buy | +148 | — | 148 | $8.68K | Q1 2026 | May 13, 2026 |
| Creative Planning | Buy | +6,210 | — | 6,210 | $363.85K | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | Buy | +8 | +0.7% | 1,099 | $64.40K | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +1 | +0.6% | 158 | $9.24K | Q1 2026 | May 12, 2026 |
| Integrity Alliance, Llc. | Buy | +11,890 | — | 11,890 | $696.63K | Q1 2026 | May 11, 2026 |
| Lpl Financial Llc | Sell | -834 | -1.5% | 53,899 | $3.16M | Q1 2026 | May 06, 2026 |
| Hightower Advisors, Llc | Buy | +589,760 | +10.2% | 6,367,995 | $373.10M | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +51,171 | +255.7% | 71,187 | $4.17M | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Buy | +46,077 | +522.5% | 54,895 | $3.22M | Q1 2026 | May 04, 2026 |
| Brookwood Investment Group Llc | Buy | +40,996 | +76.4% | 94,665 | $5.55M | Q1 2026 | May 04, 2026 |
| Diversify Wealth Management, Llc | Buy | +4,487 | — | 4,487 | $262.09K | Q1 2026 | May 01, 2026 |
| Mosaic Family Wealth Partners, Llc | Buy | +17,717 | — | 17,717 | $1.04M | Q1 2026 | Apr 30, 2026 |
| Costello Asset Management, Inc | Buy | +135 | — | 135 | $7.91K | Q1 2026 | Apr 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -7,884 | -29.5% | 18,830 | $1.10M | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, Llc | Buy | +69 | +1.2% | 5,952 | $348.71K | Q1 2026 | Apr 16, 2026 |
| Salem Investment Counselors Inc | Buy | +870 | — | 870 | $50.97K | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions Llc | Sell | -1,826 | -9.7% | 17,007 | $996.43K | Q1 2026 | Apr 08, 2026 |
| Spinnaker Investment Group, Llc | Buy | +194 | +2.4% | 8,423 | $493.50K | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, Llc | Buy | +33 | — | 33 | $1.90K | Q1 2026 | Apr 07, 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.