Who owns UMI?
USCF Midstream Energy Income Fund · USCF
51 institutions reported holding UMI, worth $389.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UMI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $351.0M | 5,965,914 | −402,081 shares |
| Fischer Investment Strategies, LLC | Westlake Village, CA | $5.4M | 92,242 | New position |
| Brookwood Investment Group LLC | Phoenix, AZ | $4.8M | 81,534 | −13,131 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.5M | 58,912 | −12,275 shares |
| Insight Wealth Partners, LLC | Plano, TX | $3.4M | 57,492 | +4,726 shares |
| LPL Financial LLC | Fort Mill, SC | $3.2M | 54,314 | +415 shares |
| MML Investors Services, LLC | Springfield, MA | $2.9M | 49,950 | −4,945 shares |
| Whittier Trust Co | South Pasadena, CA | $2.4M | 41,631 | +38,699 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.1M | 19,023 | +193 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $1.1M | 334 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UMI?
51 institutional managers reported holding UMI in Form 13F filings for June 30, 2026, worth $389.5M in total. The largest reported position was held by HighTower Advisors, LLC, at $351.0M.
Did institutions buy or sell UMI last quarter?
Reported 13F value fell 3.5% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UMI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.