Who Owns USC Midstream Energy Income Fund (UMI)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $389.5M of USC Midstream Energy Income Fund (UMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($351.0M), FISCHER INVESTMENT STRATEGIES, LLC ($5.4M), Brookwood Investment Group LLC ($4.8M), ENVESTNET ASSET MANAGEMENT INC ($3.5M), Insight Wealth Partners, LLC ($3.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HighTower Advisors, LLC	$351.0M	6.0M	Trimmed
2	FISCHER INVESTMENT STRATEGIES, LLC	$5.4M	92,242	Added
3	Brookwood Investment Group LLC	$4.8M	81,534	Trimmed
4	ENVESTNET ASSET MANAGEMENT INC	$3.5M	58,912	Trimmed
5	Insight Wealth Partners, LLC	$3.4M	57,492	Added
6	LPL Financial LLC	$3.2M	54,314	Added
7	MML INVESTORS SERVICES, LLC	$2.9M	49,950	Trimmed
8	WHITTIER TRUST CO	$2.4M	41,631	Added
9	COMMONWEALTH EQUITY SERVICES, LLC	$1.1M	19,023	Added
10	Coppell Advisory Solutions LLC	$1.1M	334	New
11	GTS SECURITIES LLC	$1.0M	17,814	New
12	MOSAIC FAMILY WEALTH PARTNERS, LLC	$1.0M	17,717	Hold
13	Dynamic Advisor Solutions LLC	$982,035	16,690	Trimmed
14	MORGAN STANLEY	$913,844	15,531	Added
15	OSAIC HOLDINGS, INC.	$779,221	13,242	Added
16	Advisors Asset Management, Inc.	$666,363	11,325	Added
17	Spinnaker Investment Group, LLC	$495,609	8,423	Hold
18	FLOW TRADERS U.S. LLC	$381,000	6,472	New
19	Creative Planning	$365,403	6,210	Hold
20	SageView Advisory Group, LLC	$364,808	6,200	Hold
21	Annex Advisory Services, LLC	$353,571	6,009	Added
22	Royal Bank of Canada	$351,000	5,967	Added
23	Cascade Financial Partners, LLC	$350,510	5,957	Trimmed
24	MERCER GLOBAL ADVISORS INC /ADV	$344,541	5,856	Trimmed
25	Diversify Advisory Services, LLC	$271,211	4,508	New

来源：SEC 13F 申报文件 · 截至 2026-06-30