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 |
|---|---|---|---|---|---|
| 3EDGE ASSET MANAGEMENT, LP | 05/15/2026 | 2.23 M | $60.70 M | 100.00% | 17.35% |
| SMI ADVISORY SERVICES, LLC | 04/07/2026 | 854.71 K | $23.62 M | 1.57% | 6.66% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 622.36 K | $16.95 M | 3.58% | 4.85% |
| PROFICIO CAPITAL PARTNERS LLC | 05/14/2026 | 449.72 K | $12.25 M | 100.00% | 3.51% |
| MALTIN WEALTH MANAGEMENT, INC. | 04/21/2026 | 428.78 K | $11.68 M | 4.20% | 3.34% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 399.50 K | $10.88 M | 53.79% | 3.11% |
| PEAK FINANCIAL MANAGEMENT, INC. | 04/28/2026 | 377.42 K | $10.28 M | 3.18% | 2.94% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 365.36 K | $9.95 M | 16.80% | 2.85% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 05/11/2026 | 355.97 K | $9.70 M | 67.58% | 2.78% |
| MORGAN STANLEY | 05/15/2026 | 333.57 K | $9.09 M | 6,797.58% | 2.60% |
| ABLE FINANCIAL GROUP, LLC | 04/21/2026 | 219.41 K | $5.98 M | 95.09% | 1.71% |
| BKM WEALTH MANAGEMENT, LLC | 04/22/2026 | 173.20 K | $4.72 M | -5.84% | 1.35% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 169.74 K | $4.62 M | 100.00% | 1.32% |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 05/05/2026 | 150.52 K | $4.10 M | 11.96% | 1.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 133.75 K | $3.64 M | 346.56% | 1.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 119.69 K | $3.26 M | 20.41% | 0.93% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 116.38 K | $3.17 M | 100.00% | 0.91% |
| MARINER, LLC | 05/13/2026 | 113.32 K | $3.09 M | 100.00% | 0.88% |
| WBI INVESTMENTS, INC. | 05/11/2026 | 108.36 K | $2.95 M | 100.00% | 0.84% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 102.34 K | $2.79 M | -0.29% | 0.80% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 98.31 K | $2.68 M | 3.95% | 0.77% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 98.13 K | $2.68 M | -14.31% | 0.77% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 94.74 K | $2.58 M | 13.34% | 0.74% |
| FUNDAMENTUM, LLC | 04/28/2026 | 93.56 K | $2.55 M | 100.00% | 0.73% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 93.21 K | $2.54 M | 0.41% | 0.73% |
| TRUE PRIVATE WEALTH ADVISORS | 05/15/2026 | 83.64 K | $2.28 M | 100.00% | 0.65% |
| MATHER GROUP, LLC. | 04/13/2026 | 62.36 K | $1.70 M | 100.00% | 0.49% |
| PROSPERITAS FINANCIAL LLC | 05/15/2026 | 59.90 K | $1.63 M | 100.00% | 0.47% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 56.93 K | $1.55 M | 0.00% | 0.44% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 56.50 K | $1.54 M | 100.00% | 0.44% |
| MOORS & CABOT, INC. | 05/08/2026 | 52.34 K | $1.43 M | 1.07% | 0.41% |
| MARIDEA WEALTH MANAGEMENT LLC | 04/21/2026 | 52.26 K | $1.42 M | 100.00% | 0.41% |
| ALHAMBRA INVESTMENT PARTNERS LLC | 04/15/2026 | 49.40 K | $1.35 M | 41.07% | 0.39% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 47.05 K | $1.28 M | 5.96% | 0.37% |
| PORTSIDE WEALTH GROUP, LLC | 05/12/2026 | 44.84 K | $1.22 M | 100.00% | 0.35% |
| LPL FINANCIAL LLC | 05/06/2026 | 43.66 K | $1.19 M | 4.18% | 0.34% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 38.88 K | $1.06 M | 100.00% | 0.30% |
| HM PAYSON & CO | 04/13/2026 | 38.81 K | $1.06 M | -13.36% | 0.30% |
| 05/19/2026 | 33.77 K | $949.89 K | 100.00% | 0.26% | |
| STOCK YARDS BANK & TRUST CO | 04/24/2026 | 33.68 K | $917.47 K | -0.45% | 0.26% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 32.89 K | $895.84 K | -15.38% | 0.26% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 31.81 K | $874.01 K | 15.21% | 0.25% |
| ALLIANCE WEALTH ADVISORS, LLC /UT | 05/12/2026 | 30.33 K | $826.08 K | 100.00% | 0.24% |
| CERTIOR FINANCIAL GROUP, LLC | 04/27/2026 | 29.95 K | $815.95 K | 100.00% | 0.23% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 29.57 K | $805.57 K | 15.15% | 0.23% |
| WICK CAPITAL PARTNERS, LLC | 05/15/2026 | 28.75 K | $783.26 K | -4.17% | 0.22% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 27.91 K | $760.28 K | -3.70% | 0.22% |
| SOVEREIGN FINANCIAL GROUP, INC. | 04/17/2026 | 27.63 K | $752.70 K | 0.34% | 0.22% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 25.27 K | $688.00 K | 23.64% | 0.20% |
| WT WEALTH MANAGEMENT | 04/21/2026 | 24.53 K | $668.22 K | 0.42% | 0.19% |
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USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund. The most heavily invested institutionals were:
3EDGE Asset Management, LP: 2.23 M
SMI Advisory Services, LLC: 854,711
Brinker Capital Investments, LLC: 622,362
Proficio Capital Partners LLC: 449,720
Maltin Wealth Management, Inc.: 428,775
ADVISOR GROUP HOLDINGS, INC.: 399,503
75.79% of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.51 M shares in the last 24 months. This purchase volume represents approximately $267.46 M in transactions.