USCF ESG Dividend Income Fund (UDI) Ownership

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Last update: 07:00 PM EST
Day's range
$33.45
Day's range
$33.45

USCF Dividend Income Fund Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
GTS SECURITIES LLC 08/14/2026 21.73 K $767.75 K   -11.65% 19.72%
WALKNER CONDON FINANCIAL ADVISORS LLC 07/27/2026 6.70 K $236.61 K   -5.62% 6.08%
ADVISOR GROUP HOLDINGS, INC. 08/14/2026 1.33 K $47.00 K   100.00% 1.21%
UBS GROUP AG 08/13/2026 1.01 K $35.62 K   100.00% 0.91%
JPMORGAN CHASE & CO 08/12/2026 104 $3.70 K   100.00% 0.09%
MORGAN STANLEY 08/13/2026 51 $1.80 K   100.00% 0.05%
ENVESTNET PORTFOLIO SOLUTIONS, INC. 07/20/2026 0 $0   -100.00% 0.00%

USCF Dividend Income Fund institutional Ownership - FAQ's

During the previous two years, 8 institutional investors and hedge funds held shares of USCF Dividend Income Fund. The most heavily invested institutionals were:

GTS SECURITIES LLC: 21,727

Walkner Condon Financial Advisors LLC: 6,696

ADVISOR GROUP HOLDINGS, INC.: 1,330

UBS Group AG: 1,008

JPMORGAN CHASE & CO: 104

MORGAN STANLEY: 51

28.06% of USCF Dividend Income Fund stock is owned by institutional investors.

Institutional investors have bought a total of 30.92 K shares in the last 24 months. This purchase volume represents approximately $1.03 M in transactions.