USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SMI ADVISORY SERVICES, LLC | 01/13/2026 | 841.49 K | $19.20 M | 2.24% | 6.56% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 600.85 K | $13.24 M | 59.74% | 4.68% |
| MALTIN WEALTH MANAGEMENT, INC. | 01/15/2026 | 411.48 K | $9.06 M | 34.46% | 3.21% |
| PEAK FINANCIAL MANAGEMENT, INC. | 01/23/2026 | 365.79 K | $8.06 M | 5.56% | 2.85% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 312.81 K | $6.89 M | 2,551.63% | 2.44% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 259.76 K | $5.72 M | 7.01% | 2.03% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 212.42 K | $4.68 M | 32.09% | 1.66% |
| BKM WEALTH MANAGEMENT, LLC | 01/29/2026 | 183.94 K | $4.05 M | -18.75% | 1.43% |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 02/06/2026 | 134.43 K | $2.96 M | 90.17% | 1.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 114.51 K | $2.52 M | -2.02% | 0.89% |
| ABLE FINANCIAL GROUP, LLC | 01/23/2026 | 112.46 K | $2.48 M | 16.15% | 0.88% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 102.64 K | $2.26 M | 100.00% | 0.80% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 99.41 K | $2.19 M | 12.44% | 0.78% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 02/17/2026 | 94.58 K | $2.08 M | 2.70% | 0.74% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 92.83 K | $2.05 M | 2.83% | 0.72% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 83.59 K | $1.84 M | 55.41% | 0.65% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 56.93 K | $1.25 M | -2.22% | 0.44% |
| MOORS & CABOT, INC. | 02/10/2026 | 51.79 K | $1.14 M | 4.51% | 0.40% |
| HM PAYSON & CO | 02/12/2026 | 44.80 K | $986.82 K | 100.00% | 0.35% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 44.41 K | $978.30 K | 20.54% | 0.35% |
| LPL FINANCIAL LLC | 02/11/2026 | 41.91 K | $923.34 K | 9.34% | 0.33% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 38.86 K | $856.17 K | 3.84% | 0.30% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 36.31 K | $799.85 K | 6.07% | 0.28% |
| ALHAMBRA INVESTMENT PARTNERS LLC | 01/15/2026 | 35.02 K | $771.38 K | 100.00% | 0.27% |
| STOCK YARDS BANK & TRUST CO | 01/21/2026 | 33.83 K | $745.36 K | 98.88% | 0.26% |
| WICK CAPITAL PARTNERS, LLC | 03/02/2026 | 30.00 K | $660.99 K | 0.00% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 29.95 K | $660.00 K | 94.82% | 0.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 28.98 K | $638.48 K | 69.01% | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 27.61 K | $623.06 K | 52.87% | 0.22% |
| SOVEREIGN FINANCIAL GROUP, INC. | 01/07/2026 | 27.54 K | $606.68 K | 9.80% | 0.21% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 25.68 K | $565.80 K | 13.12% | 0.20% |
| WT WEALTH MANAGEMENT | 02/02/2026 | 24.43 K | $538.15 K | 3.84% | 0.19% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 23.76 K | $523.36 K | 0.24% | 0.19% |
| WESTBOURNE INVESTMENTS, INC. | 01/22/2026 | 21.01 K | $462.78 K | 21.32% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 20.44 K | $450.00 K | 100.00% | 0.16% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 19.53 K | $430.14 K | 2.14% | 0.15% |
| ADVISOR RESOURCE COUNCIL | 02/10/2026 | 19.20 K | $440.62 K | 100.00% | 0.15% |
| SHARP FINANCIAL SERVICES, LLC | 01/16/2026 | 17.70 K | $389.93 K | 100.00% | 0.14% |
| COMMONS CAPITAL, LLC | 01/05/2026 | 17.21 K | $379.05 K | 38.19% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.84 K | $348.96 K | -15.79% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 15.07 K | $332.02 K | -30.58% | 0.12% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 14.48 K | $319.02 K | 100.00% | 0.11% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 12.37 K | $272.49 K | 100.00% | 0.10% |
| RICHARDS, MERRILL & PETERSON, INC. | 01/27/2026 | 10.75 K | $236.82 K | -0.46% | 0.08% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 9.36 K | $206.25 K | 6.99% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6.50 K | $143.20 K | 0.00% | 0.05% |
| MORGAN STANLEY | 02/13/2026 | 4.84 K | $106.56 K | 241,700.00% | 0.04% |
| PRINCIPIA WEALTH ADVISORY, LLC | 02/10/2026 | 4.56 K | $100.46 K | 86.89% | 0.04% |
| IFP ADVISORS, INC | 02/06/2026 | 4.40 K | $96.93 K | 100.00% | 0.03% |
| NBC SECURITIES, INC. | 01/29/2026 | 3.60 K | $79.20 K | 7.31% | 0.03% |
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USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund. The most heavily invested institutionals were:
SMI Advisory Services, LLC: 854,711
Maltin Wealth Management, Inc.: 428,775
Peak Financial Management, Inc.: 377,422
ABLE Financial Group, LLC: 219,407
BKM Wealth Management, LLC: 173,197
Midwest Professional Planners, LTD.: 150,516
37.81% of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.53 M shares in the last 24 months. This purchase volume represents approximately $166.20 M in transactions.