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
ENVESTNET PORTFOLIO SOLUTIONS, INC. 02/06/2026 58.38 K $1.88 M   19.49% 31.37%
GTS SECURITIES LLC 02/13/2026 11.76 K $379.13 K   -35.66% 6.32%
WALKNER CONDON FINANCIAL ADVISORS LLC 01/21/2026 7.18 K $231.42 K   100.00% 3.86%
ADVISOR GROUP HOLDINGS, INC. 02/17/2026 2.95 K $95.27 K   -74.67% 1.59%
KESTRA ADVISORY SERVICES, LLC 02/13/2026 1.37 K $44.30 K   100.00% 0.74%
UBS GROUP AG 01/29/2026 101 $3.26 K   100.00% 0.05%
MORGAN STANLEY 02/13/2026 1 $61   100.00% 0.00%

USCF Dividend Income Fund institutional Ownership - FAQ's

During the previous two years, 6 institutional investors and hedge funds held shares of USCF Dividend Income Fund. The most heavily invested institutionals were:

Kestra Advisory Services, LLC: 0

UBS Group AG: 0

GTS SECURITIES LLC: 11,755

ADVISOR GROUP HOLDINGS, INC.: 2,953

MORGAN STANLEY: 1

Kalos Management, Inc.: 0

43.93% of USCF Dividend Income Fund stock is owned by institutional investors.

Institutional investors have bought a total of 14.71 K shares in the last 24 months. This purchase volume represents approximately $492.02 K in transactions.