13FBOX
USCF MIDSTREAM ENERGY INCOME FUND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
U

USCF MIDSTREAM ENERGY INCOME FUND ETF

UMI
持有机构数
49
机构合计市值 (Q2 2026)
$3.89亿
机构合计股数 (Q2 2026)
659.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.8万股
22 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.0万股
14 · 3 清仓 · ≈
⚖️ 净额
-37.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.89亿
持有机构数
49
新买入
9
加仓
13
减仓
11
清仓
3
持股不变
16
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
HighTower顾问HighTower Advisors, LLC
0.34%0.4%#4$3.51亿596.6万股$3.73亿636.8万股-40.2万股-6.31%减仓
FISCHER INVESTMENT STRATEGIES, LLC
2.59%2.84%#1$542.8万9.2万股$486.6万8.3万股+9,196股+11.07%加仓
Brookwood Investment Group LLC
0.54%0.68%#2$479.7万8.2万股$554.6万9.5万股-1.3万股-13.87%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#32$346.6万5.9万股$417.1万7.1万股-1.2万股-17.24%减仓
Insight Wealth Partners, LLC
0.45%0.43%#3$338.3万5.7万股$309.2万5.3万股+4,726股+8.96%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#33$319.6万5.4万股$315.8万5.4万股+415股+0.77%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#19$293.9万5.0万股$321.6万5.5万股-4,945股-9.01%减仓
Whittier信托WHITTIER TRUST CO
0.02%<0.01%#11$243.7万4.2万股$17.0万2,932股+3.9万股+1,319.88%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#26$111.9万1.9万股$110.3万1.9万股+193股+1.02%加仓
Coppell Advisory Solutions LLC
0.09%#5$107.5万334股$00股+334股新买入
GTS SECURITIES LLC
0.02%#12$104.8万1.8万股$00股+1.8万股新买入
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.07%0.11%#7$104.2万1.8万股$103.8万1.8万股00.00%持仓不变
Dynamic Advisor Solutions LLC
0.03%0.03%#10$98.2万1.7万股$99.6万1.7万股-317股-1.86%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#44$91.4万1.6万股$54.1万1.1万股+5,000股+47.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$77.9万1.3万股$25.2万4,293股+8,949股+208.46%加仓
顾问资产管理Advisors Asset Management, Inc.
0.01%<0.01%#16$66.6万1.1万股$28.3万4,838股+6,487股+134.08%加仓
Spinnaker Investment Group, LLC
0.08%0.1%#6$49.6万8,423股$49.4万8,423股00.00%持仓不变
FLOW TRADERS U.S. LLC
0.02%#14$38.1万6,472股$00股+6,472股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#39$36.5万6,210股$36.4万6,210股00.00%持仓不变
SageView Advisory 集团SageView Advisory Group, LLC
0.01%#15$36.5万6,200股$00股+6,200股新买入
附件咨询服务Annex Advisory Services, LLC
0.01%0.01%#18$35.4万6,009股$34.9万5,952股+57股+0.96%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#43$35.1万5,967股$1.4万240股+5,727股+2,386.25%加仓
Cascade Financial Partners, LLC
0.03%0.04%#9$35.1万5,957股$40.7万6,943股-986股-14.20%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#34$34.5万5,856股$106.7万1.8万股-1.2万股-67.85%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#20$27.1万4,508股$26.2万4,487股+21股+0.47%加仓
Focus Partners财富Focus Partners Wealth
<0.01%#37$26.5万4,497股$00股+4,497股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#28$26.1万4,440股$85.8万1.5万股-1.0万股-69.68%减仓
Gladstone Institutional Advisory LLC
0.01%0.01%#17$25.7万4,374股$25.6万4,374股00.00%持仓不变
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#45$21.4万3,642股$21.3万3,642股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#21$20.9万3,559股$21.3万3,634股-75股-2.06%减仓
Planning Strategies Inc.
0.06%#8$8.9万1,520股$00股+1,520股新买入
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#29$6.5万1,106股$6.4万1,099股+7股+0.64%加仓
SALEM INVESTMENT COUNSELORS INC
<0.01%<0.01%#27$5.1万870股$5.1万870股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#30$4.9万833股$00股+833股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#48$2.9万500股$2.9万500股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$2.9万500股$2.9万500股00.00%持仓不变
BLUELINE ADVISORS LLC
0.02%0.02%#13$2.4万407股$2.4万407股00.00%持仓不变
Institute for Wealth Management, LLC.
<0.01%#25$2.1万357股$00股+357股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#41$1.8万300股$1.8万300股00.00%持仓不变
HANTZ FINANCIAL SERVICES, INC.
<0.01%<0.01%#38$1.6万278股$1.6万276股+2股+0.72%加仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#36$1.3万226股$1.3万226股00.00%持仓不变
Blue TrustBlue Trust, Inc.
<0.01%<0.01%#42$1.2万200股$1.2万200股00.00%持仓不变
Costello Asset Management, INC
<0.01%<0.01%#23$7,943135股$7,910135股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#49$5,884100股$5,859100股00.00%持仓不变
AMERIFLEX GROUP, INC.
<0.01%<0.01%#22$5,884100股$5,859100股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#46$5,84099股$00股+99股新买入
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#35$5,70797股$9,240158股-61股-38.61%减仓
Signature Equity Partners, LLC
<0.01%<0.01%#24$4,44776股$8,679148股-72股-48.65%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#47$1,94233股$1,89833股00.00%持仓不变

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