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Uscf Midstream Energy Income (UMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Insight Wealth Partners, LLC
INCREASED
Shares67,365 from 57,492
Change+9,873 (+17%)
Value$3.8M (+$428.0K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares55,173 from 54,314
Change+859 (+2%)
Value$3.1M (-$74.7K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares15,464 from 16,690
Change-1,226 (-7%)
Value$874.8K (-$107.2K)
Filed 2026-10-13
APS Management Group, Inc.
NEW
Shares8,751
Change+8,751
Value$495.0K
Filed 2026-10-14
Spinnaker Investment Group, LLC
UNCHANGED
Shares8,423 from 8,423
Change0 (0%)
Value$476.5K (-$19.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares6,615 from 19,023
Change-12,408 (-65%)
Value$374.2K (-$745.1K)
Filed 2026-11-02
Creative Planning
UNCHANGED
Shares6,210 from 6,210
Change0 (0%)
Value$351.3K (-$14.1K)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares6,059 from 6,009
Change+50 (+1%)
Value$342.7K (-$10.8K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
NEW
Shares5,407
Change+5,407
Value$305.9K
Filed 2026-10-26
Diversify Wealth Management, LLC
DECREASED
Shares4,348 from 4,508
Change-160 (-4%)
Value$251.7K (-$19.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,348 from 4,508
Change-160 (-4%)
Value$251.7K (-$19.5K)
Filed 2026-10-20
Harbour Investments, Inc.
INCREASED
Shares4,014 from 3,559
Change+455 (+13%)
Value$227.1K (+$17.7K)
Filed 2026-11-09
Planning Strategies Inc.
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$86.0K (-$3.5K)
Filed 2026-10-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.3K (-$1.1K)
Filed 2026-11-06
IFG Advisory, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$25.2K (-$1.0K)
Filed 2026-11-09
Blueline Advisors LLC
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$23.0K (-$924)
Filed 2026-10-15
Lanark Financial, Inc.
NEW
Shares303
Change+303
Value$17.1K
Filed 2026-10-26
Hantz Financial Services, Inc.
INCREASED
Shares281 from 278
Change+3 (+1%)
Value$16 ($0)
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$12.8K (-$513)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.3K (-$454)
Filed 2026-10-15
Costello Asset Management, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$7.6K (-$306)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.9K (-$75)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares25
Change+25
Value$1.4K
Filed 2026-11-02
Princeton Global Asset Management LLC
NEW
Shares23
Change+23
Value$1.3K
Filed 2026-10-21
Parkside Financial Bank & Trust
NEW
Shares20
Change+20
Value$1.1K
Filed 2026-10-27
Signature Equity Partners, LLC
DECREASED
Shares3 from 76
Change-73 (-96%)
Value$172 (-$4.3K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$51.2K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$21.0K)
Filed 2026-11-06
HighTower Advisors, LLC
N/A
Shares— from 5,965,914
Change-5,965,914 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 92,242
Change-92,242 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 81,534
Change-81,534 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,912
Change-58,912 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,950
Change-49,950 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 41,631
Change-41,631 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,531
Change-15,531 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Status
Insight Wealth Partners, LLC
INCREASED67,36557,492+9,873+17%$3.4M$3.8M+$428.0K2026-10-26
LPL Financial LLC
INCREASED55,17354,314+859+2%$3.2M$3.1M-$74.7K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED15,46416,690-1,226-7%$982.0K$874.8K-$107.2K2026-10-13
APS Management Group, Inc.
NEW8,751—+8,751——$495.0K—2026-10-14
Spinnaker Investment Group, LLC
UNCHANGED8,4238,42300%$495.6K$476.5K-$19.1K2026-10-13
Commonwealth Equity Services, LLC
DECREASED6,61519,023-12,408-65%$1.1M$374.2K-$745.1K2026-11-02
Creative Planning
UNCHANGED6,2106,21000%$365.4K$351.3K-$14.1K2026-11-02
Annex Advisory Services, LLC
INCREASED6,0596,009+50+1%$353.6K$342.7K-$10.8K2026-10-16
Glass Jacobson Investment Advisors llc
NEW5,407—+5,407——$305.9K—2026-10-26
Diversify Wealth Management, LLC
DECREASED4,3484,508-160-4%$271.2K$251.7K-$19.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,3484,508-160-4%$271.2K$251.7K-$19.5K2026-10-20
Harbour Investments, Inc.
INCREASED4,0143,559+455+13%$209.4K$227.1K+$17.7K2026-11-09
Planning Strategies Inc.
UNCHANGED1,5201,52000%$89.4K$86.0K-$3.5K2026-10-02
PNC Financial Services Group, Inc.
UNCHANGED50050000%$29.4K$28.3K-$1.1K2026-11-06
IFG Advisory, LLC
UNCHANGED44644600%$26.2K$25.2K-$1.0K2026-11-09
Blueline Advisors LLC
UNCHANGED40740700%$23.9K$23.0K-$9242026-10-15
Lanark Financial, Inc.
NEW303—+303——$17.1K—2026-10-26
Hantz Financial Services, Inc.
INCREASED281278+3+1%$16$16$02026-11-09
Larson Financial Group LLC
UNCHANGED22622600%$13.3K$12.8K-$5132026-11-05
Blue Trust, Inc.
UNCHANGED20020000%$11.8K$11.3K-$4542026-10-15
Costello Asset Management, Inc
UNCHANGED13513500%$7.9K$7.6K-$3062026-10-30
Farther Finance Advisors, LLC
UNCHANGED333300%$1.9K$1.9K-$752026-10-08
Heritage Family Offices, LLP
NEW25—+25——$1.4K—2026-11-02
Princeton Global Asset Management LLC
NEW23—+23——$1.3K—2026-10-21
Parkside Financial Bank & Trust
NEW20—+20——$1.1K—2026-10-27
Signature Equity Partners, LLC
DECREASED376-73-96%$4.4K$172-$4.3K2026-10-29
Salem Investment Counselors Inc
CLOSED0870-870-100%$51.2K$0-$51.2K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0357-357-100%$21.0K$0-$21.0K2026-11-06
HighTower Advisors, LLC
N/A—5,965,914-5,965,914-100%$351.0M———
Fischer Investment Strategies, LLC
N/A—92,242-92,242-100%$5.4M———
Brookwood Investment Group LLC
N/A—81,534-81,534-100%$4.8M———
Envestnet Asset Management Inc
N/A—58,912-58,912-100%$3.5M———
MML Investors Services, LLC
N/A—49,950-49,950-100%$2.9M———
Whittier Trust Co
N/A—41,631-41,631-100%$2.4M———
GTS Securities LLC
N/A—17,814-17,814-100%$1.0M———
Mosaic Family Wealth Partners, LLC
N/A—17,717-17,717-100%$1.0M———
Morgan Stanley
N/A—15,531-15,531-100%$913.8K———
Osaic Holdings, Inc.
N/A—13,242-13,242-100%$779.2K———
Advisors Asset Management, Inc.
N/A—11,325-11,325-100%$666.4K———
Flow Traders U.S. LLC
N/A—6,472-6,472-100%$381.0K———
SageView Advisory Group, LLC
N/A—6,200-6,200-100%$364.8K———
Royal Bank of Canada
N/A—5,967-5,967-100%$351.0K———
Cascade Financial Partners, LLC
N/A—5,957-5,957-100%$350.5K———
Mercer Global Advisors Inc
N/A—5,856-5,856-100%$344.5K———
Focus Partners Wealth
N/A—4,497-4,497-100%$264.6K———
Private Advisor Group, LLC
N/A—4,440-4,440-100%$261.3K———
Gladstone Institutional Advisory LLC
N/A—4,374-4,374-100%$257.4K———
UBS Asset Management Americas LLC
N/A—3,642-3,642-100%$214.3K———
Atlantic Union Bankshares Corp
N/A—1,106-1,106-100%$65.1K———
Ameritas Advisory Services, LLC
N/A—833-833-100%$49.0K———
Steward Partners Investment Advisory, LLC
N/A—500-500-100%$29.4K———
Coppell Advisory Solutions LLC
N/A—334-334-100%$1.1M———
Arax Advisory Partners
N/A—300-300-100%$17.7K———
Ameriflex Group, Inc.
N/A—100-100-100%$5.9K———
Rockefeller Capital Management L.P.
N/A—100-100-100%$5.9K———
Strategic Wealth Partners, Ltd.
N/A—97-97-100%$5.7K———
Showing 56 of 56 institutions