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 | 07/27/2026 | 2.34 M | $61.85 M | 5.12% | 11.58% |
| PROFICIO CAPITAL PARTNERS LLC | 08/17/2026 | 809.67 K | $21.41 M | 80.04% | 4.01% |
| VIAABLE, LLC | 08/14/2026 | 769.78 K | $20.31 M | 100.00% | 3.81% |
| MORGAN STANLEY | 08/13/2026 | 702.90 K | $18.58 M | 110.72% | 3.48% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 619.53 K | $16.38 M | -0.46% | 3.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 471.35 K | $12.46 M | 17.98% | 2.33% |
| MALTIN WEALTH MANAGEMENT, INC. | 07/22/2026 | 442.17 K | $11.69 M | 3.12% | 2.19% |
| PEAK FINANCIAL MANAGEMENT, INC. | 07/20/2026 | 380.98 K | $10.07 M | 0.94% | 1.89% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 322.82 K | $8.54 M | -11.64% | 1.60% |
| ABLE FINANCIAL GROUP, LLC | 07/22/2026 | 235.56 K | $6.23 M | 7.36% | 1.17% |
| LPL FINANCIAL LLC | 08/07/2026 | 229.44 K | $6.07 M | 425.46% | 1.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 213.51 K | $5.65 M | 100.00% | 1.06% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 206.22 K | $5.45 M | -42.07% | 1.02% |
| FUNDAMENTUM, LLC | 08/11/2026 | 193.55 K | $5.12 M | 106.87% | 0.96% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 176.81 K | $4.67 M | 12,059.97% | 0.88% |
| MATHER GROUP, LLC. | 07/27/2026 | 173.19 K | $4.58 M | 177.72% | 0.86% |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 08/05/2026 | 167.27 K | $4.42 M | 11.13% | 0.83% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 163.68 K | $4.33 M | 75.61% | 0.81% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 151.66 K | $4.01 M | 60.09% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 147.97 K | $3.91 M | 23.63% | 0.73% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 143.71 K | $3.80 M | 7.44% | 0.71% |
| BKM WEALTH MANAGEMENT, LLC | 07/29/2026 | 139.17 K | $3.68 M | -19.65% | 0.69% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 135.75 K | $3.59 M | -20.02% | 0.67% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 119.47 K | $3.16 M | 2.66% | 0.59% |
| MARINER, LLC | 08/13/2026 | 114.66 K | $3.03 M | 1.19% | 0.57% |
| WBI INVESTMENTS, INC. | 08/11/2026 | 109.61 K | $2.90 M | 1.15% | 0.54% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 104.91 K | $2.77 M | 6.91% | 0.52% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 08/14/2026 | 102.05 K | $2.70 M | 3.80% | 0.51% |
| MATAURO, LLC | 07/21/2026 | 101.57 K | $2.69 M | 100.00% | 0.50% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 90.99 K | $2.41 M | -11.10% | 0.45% |
| TRUE PRIVATE WEALTH ADVISORS | 07/23/2026 | 88.58 K | $2.34 M | 5.91% | 0.44% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 81.88 K | $2.16 M | 44.93% | 0.41% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 07/30/2026 | 72.92 K | $1.93 M | 100.00% | 0.36% |
| HRT FINANCIAL LP | 08/14/2026 | 69.55 K | $1.84 M | 100.00% | 0.34% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 63.58 K | $1.68 M | 260.44% | 0.31% |
| PROSPERITAS FINANCIAL LLC | 08/19/2026 | 60.78 K | $1.61 M | 1.48% | 0.30% |
| VISTA INVESTMENT PARTNERS II, LLC | 07/21/2026 | 57.50 K | $1.52 M | 100.00% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 56.38 K | $1.49 M | 100.00% | 0.28% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 56.23 K | $1.49 M | 44.61% | 0.28% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 55.16 K | $1.46 M | 5.54% | 0.27% |
| STEGENT EQUITY ADVISORS, INC. | 07/29/2026 | 52.72 K | $1.39 M | 100.00% | 0.26% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 52.54 K | $1.39 M | -7.72% | 0.26% |
| PORTSIDE WEALTH GROUP, LLC | 07/14/2026 | 49.08 K | $1.30 M | 9.45% | 0.24% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 48.18 K | $1.27 M | 2.40% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 45.66 K | $1.21 M | 173.61% | 0.23% |
| FISCHER INVESTMENT STRATEGIES, LLC | 07/24/2026 | 45.45 K | $1.20 M | 100.00% | 0.23% |
| ALHAMBRA INVESTMENT PARTNERS LLC | 07/16/2026 | 43.54 K | $1.15 M | -11.85% | 0.22% |
| HM PAYSON & CO | 07/17/2026 | 38.81 K | $1.03 M | 0.00% | 0.19% |
| MOORS & CABOT, INC. | 08/10/2026 | 38.75 K | $1.02 M | -25.96% | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 34.52 K | $944.45 K | 8.53% | 0.17% |
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USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund institutional Ownership - FAQ's
During the previous two years, 140 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: 2.34 M
Proficio Capital Partners LLC: 809,665
Viaable, LLC: 769,780
MORGAN STANLEY: 702,900
Brinker Capital Investments, LLC: 619,529
ADVISOR GROUP HOLDINGS, INC.: 471,346
60.28% of USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.11 M shares in the last 24 months. This purchase volume represents approximately $333.74 M in transactions.