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UDI · USCF Dividend Income Fund ETF

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$37.48 -0.17 (-0.45%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $3,669,505
Total Shares: 122,685

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 6 13F filers · Δ vs Jun 30, 2024
Top Holder
37.5%
Jun 2022 → Sep 2024 · range 0.0% – 100.0%
−62.3 pts
Top 5
100.0%
Jun 2022 → Sep 2024 · range 0.0% – 100.0%
−0.0 pts
Top 10
100.0%
Jun 2022 → Sep 2024 · range 0.0% – 100.0%
0.0 pts
HHI
2,496
Jun 2022 → Sep 2024 · range 0 – 10,000
Moderately concentrated−7,465

Quarterly Activity

vs Jun 30, 2024
New
4
Increased
1
Decreased
0
Sold Out
1
Unchanged
1
Holder count: +3
Institutional value: +26965.2%
Shares held: +24388.0%

Top Buyers

vs Jun 30, 2024
Institution Added Now Holds Open
OSAIC HOLDINGS, INC. +10,242 10,742

Top Sellers

vs Jun 30, 2024
No qualifying movers this quarter.

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
Envestnet Portfolio Solutions, Inc. 46,018 $1,376,398
GTS SECURITIES LLC 27,060 $809,364
Root Financial Partners, LLC 23,657 $707,580
Walkner Condon Financial Advisors LLC 15,207 $454,841

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
PROEQUITIES, INC. 0 $0
Filter: New 4 Increased 1 Reduced 0 Sold out 1 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Envestnet Portfolio Solutions, Inc. UDI $1,376,398 37.51% 46,018
GTS SECURITIES LLC UDI $809,364 22.06% 27,060
Root Financial Partners, LLC UDI $707,580 19.28% 23,657
Walkner Condon Financial Advisors LLC UDI $454,841 12.40% 15,207
OSAIC HOLDINGS, INC. UDI $321,293 8.76% 10,742
MORGAN STANLEY UDI $29 0.00% 1