Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in USCF ETF Trust - USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund include Peak Financial Management, Inc., ABLE Financial Group, LLC, Cambria Investment Management, L.P., Moors & Cabot, Inc., Principal Securities, Inc., Prospera Financial Services Inc, Thrivent Financial For Lutherans, HighTower Advisors, LLC, LPL Financial LLC, Walleye Capital LLC, Bank Of America Corp /de/, Rosenberg Matthew Hamilton, Ameritas Advisory Services, LLC, Nbc Securities, Inc., Ameritas Investment Partners, Inc., and Creative Financial Designs Inc /adv .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 299,422 | 17.10 | 6,482 | 19.46 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 121 | 3 | ||||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 67,510 | 258.90 | 1,366 | 256.66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,381 | 0.62 | 398 | 2.58 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 61 | 335.71 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 61,162 | 100.04 | 1,324 | 104.32 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 95,219 | 2,061 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22,547 | 12.53 | 488 | 14.82 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,210 | 26 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,696 | 340 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1,120 | 80.65 | 24 | 100.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36,161 | 783 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 300 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 506 | 11 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 56 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 234,290 | 5,072 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,849 | 40 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 31,437 | 681 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 409,079 | 1,295.55 | 8,681 | 1,425.48 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 48,467 | 1,049 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 9,534 | 206 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 117,489 | 31.77 | 2,544 | 34.98 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 64,249 | 117.25 | 634 | 1.12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18,296 | 0 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 152,864 | 534.32 | 3,310 | 547.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 226,541 | 185.08 | 4,904 | 190.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,222 | 243 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 92,092 | 1,994 |
