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Uscf Midstream Energy Income (UMI)

CUSIP: 90290T882 | NYSE | 106 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Insight Wealth Partners, LLC67,365
0.5% of portfolio›$3.8M
LPL Financial LLC55,173
0.0% of portfolio›$3.1M
Dynamic Advisor Solutions LLC15,464
0.0% of portfolio›$874.8K
APS Management Group, Inc.8,751
0.4% of portfolio›$495.0K
Spinnaker Investment Group, LLC8,423
0.1% of portfolio›$476.5K
Commonwealth Equity Services, LLC6,615
0.0% of portfolio›$374.2K
Creative Planning6,210
0.0% of portfolio›$351.3K
Annex Advisory Services, LLC6,059
0.0% of portfolio›$342.7K
Glass Jacobson Investment Advisors llc5,407
0.1% of portfolio›$305.9K
Diversify Wealth Management, LLC4,348
0.0% of portfolio›$251.7K
Diversify Advisory Services, LLC4,348
0.0% of portfolio›$251.7K
Harbour Investments, Inc.4,014
0.0% of portfolio›$227.1K
Planning Strategies Inc.1,520
0.1% of portfolio›$86.0K
PNC Financial Services Group, Inc.500
0.0% of portfolio›$28.3K
IFG Advisory, LLC446
0.0% of portfolio›$25.2K
Blueline Advisors LLC407
0.0% of portfolio›$23.0K
Lanark Financial, Inc.303
0.0% of portfolio›$17.1K
Hantz Financial Services, Inc.281
0.0% of portfolio›$16
Larson Financial Group LLC226
0.0% of portfolio›$12.8K
Blue Trust, Inc.200
0.0% of portfolio›$11.3K
Costello Asset Management, Inc135
0.0% of portfolio›$7.6K
Farther Finance Advisors, LLC33
0.0% of portfolio›$1.9K
Heritage Family Offices, LLP25
0.0% of portfolio›$1.4K
Princeton Global Asset Management LLC23
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust20
0.0% of portfolio›$1.1K
Signature Equity Partners, LLC3
0.0% of portfolio›$172
StyleTurnoverLocationFiled
Insight Wealth Partners, LLC
67,365$3.8M0.5%ETFLowPlano, TX2026-10-26
LPL Financial LLC
55,173$3.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Dynamic Advisor Solutions LLC
15,464$874.8K0.0%ETFLowPhoenix, AZ2026-10-13
APS Management Group, Inc.
8,751$495.0K0.4%ETFMediumTorrance, CA2026-10-14
Spinnaker Investment Group, LLC
8,423$476.5K0.1%ETFLowNewport Beach, CA2026-10-13
Commonwealth Equity Services, LLC
6,615$374.2K0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
6,210$351.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Annex Advisory Services, LLC
6,059$342.7K0.0%GrowthHighBrookfield, WI2026-10-16
Glass Jacobson Investment Advisors llc
5,407$305.9K0.1%ETFLowOwings Mills, MD2026-10-26
Diversify Wealth Management, LLC
4,348$251.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
4,348$251.7K0.0%GrowthLowSandy, UT2026-10-20
Harbour Investments, Inc.
4,014$227.1K0.0%ETFLowMadison, WI2026-11-09
Planning Strategies Inc.
1,520$86.0K0.1%ETFN/ALancaster, PA2026-10-02
PNC Financial Services Group, Inc.
500$28.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
IFG Advisory, LLC
446$25.2K0.0%ETFLowAtlanta, GA2026-11-09
Blueline Advisors LLC
407$23.0K0.0%ETFLowExeter, NH2026-10-15
Lanark Financial, Inc.
303$17.1K0.0%CoreMediumBirmingham, AL2026-10-26
Hantz Financial Services, Inc.
281$160.0%CoreMediumSouthfield, MI2026-11-09
Larson Financial Group LLC
226$12.8K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
200$11.3K0.0%ETFLowBrentwood, TN2026-10-15
Costello Asset Management, Inc
135$7.6K0.0%CoreLowFeasterville, PA2026-10-30
Farther Finance Advisors, LLC
33$1.9K0.0%IndexLowSan Francisco, CA2026-10-08
Heritage Family Offices, LLP
25$1.4K0.0%CoreHighScottsdale, AZ2026-11-02
Princeton Global Asset Management LLC
23$1.3K0.0%CoreLowPrinceton, NJ2026-10-21
Parkside Financial Bank & Trust
20$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signature Equity Partners, LLC
3$1720.0%GrowthMediumColumbus, OH2026-10-29