21 institutions reported holding $20.4M of USCF MIDSTREAM (UMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: FISCHER INVESTMENT STRATEGIES, LLC ($5.4M), Brookwood Investment Group LLC ($4.8M), ENVESTNET ASSET MANAGEMENT INC ($3.5M), WHITTIER TRUST CO ($2.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FISCHER INVESTMENT STRATEGIES, LLC | $5.4M | 92,242 | New |
| 2 | Brookwood Investment Group LLC | $4.8M | 81,534 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 58,912 | Trimmed |
| 4 | WHITTIER TRUST CO | $2.4M | 41,631 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 19,023 | Added |
| 6 | Dynamic Advisor Solutions LLC | $982,035 | 16,690 | Trimmed |
| 7 | Spinnaker Investment Group, LLC | $495,609 | 8,423 | Hold |
| 8 | Annex Advisory Services, LLC | $353,571 | 6,009 | Added |
| 9 | Cascade Financial Partners, LLC | $350,510 | 5,957 | Trimmed |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $271,211 | 4,508 | Added |
| 11 | Private Advisor Group, LLC | $261,250 | 4,440 | Trimmed |
| 12 | Gladstone Institutional Advisory LLC | $257,366 | 4,374 | Hold |
| 13 | Planning Strategies Inc. | $89,437 | 1,520 | New |
| 14 | SALEM INVESTMENT COUNSELORS INC | $51,191 | 870 | Hold |
| 15 | BLUELINE ADVISORS LLC | $23,948 | 407 | Hold |
| 16 | Institute for Wealth Management, LLC. | $21,006 | 357 | New |
| 17 | Blue Trust, Inc. | $11,768 | 200 | Hold |
| 18 | Costello Asset Management, INC | $7,943 | 135 | Hold |
| 19 | Signature Equity Partners, LLC | $4,447 | 76 | Trimmed |
| 20 | Farther Finance Advisors, LLC | $1,942 | 33 | Hold |
| 21 | INTEGRITY ALLIANCE, LLC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30