Evid Invest
Who owns UMIWhat UMI owns — n/a

Who owns USCF Midstream Energy Income Fund?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of UMI from SEC Form 13F filings across 51 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 51 institutions disclosed 6.6M shares of USCF Midstream Energy Income Fund worth $389.1M — about 82.6% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

51

13F holders

$389.1M

value, 2026 filers

82.6%

of shares outstanding (6.6M sh)

12

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UMI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1HighTower Advisors, LLC6.0M$351.0M0.3%74.6%-6.3%
2FISCHER INVESTMENT STRATEGIES, LLCNEW92,242$5.4M2.6%1.2%new
3Brookwood Investment Group LLC81,534$4.8M0.5%1%-13.9%
4ENVESTNET ASSET MANAGEMENT INC58,912$3.5M0.0%0.7%-17.2%
5Insight Wealth Partners, LLC57,492$3.4M0.5%0.7%+9.0%
6LPL Financial LLC54,314$3.2M0.0%0.7%+0.8%
7MML INVESTORS SERVICES, LLC49,950$2.9M0.0%0.6%-9.0%
8WHITTIER TRUST CO41,631$2.4M0.0%0.5%+1319.9%
9COMMONWEALTH EQUITY SERVICES, LLC19,023$1.1M0.0%0.2%+1.0%
10GTS SECURITIES LLCNEW17,814$1.0M0.0%0.2%new
11MOSAIC FAMILY WEALTH PARTNERS, LLC17,717$1.0M0.1%0.2%0.0%
12Dynamic Advisor Solutions LLC16,690$982,0350.0%0.2%-1.9%
13MORGAN STANLEY15,531$913,8440.0%0.2%+47.5%
14OSAIC HOLDINGS, INC.13,242$779,2210.0%0.2%+208.5%
15Advisors Asset Management, Inc.11,325$666,3630.0%0.1%+134.1%
16Spinnaker Investment Group, LLC8,423$495,6090.1%0.1%0.0%
17FLOW TRADERS U.S. LLCNEW6,472$3810.0%0.1%new
18Creative Planning6,210$365,4030.0%0.1%0.0%
19SageView Advisory Group, LLCNEW6,200$364,8080.0%0.1%new
20Annex Advisory Services, LLC6,009$353,5710.0%0.1%+1.0%
21ROYAL BANK OF CANADA5,967$351,0000.0%0.1%+2386.3%
22Cascade Financial Partners, LLC5,957$350,5100.0%0.1%-14.2%
23MERCER GLOBAL ADVISORS INC /ADV5,856$344,5410.0%0.1%-67.9%
24Diversify Advisory Services, LLCNEW4,508$271,2110.0%0.1%new
25DIVERSIFY WEALTH MANAGEMENT, LLC4,508$271,2110.0%0.1%+0.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.