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. 04/29/2026 58.34 K $1.97 M   -0.08% 31.35%
GTS SECURITIES LLC 05/15/2026 24.59 K $831.87 K   109.20% 13.21%
WALKNER CONDON FINANCIAL ADVISORS LLC 04/28/2026 7.10 K $240.00 K   -1.12% 3.81%
MORGAN STANLEY 05/15/2026 0 $0   -100.00% 0.00%
UBS GROUP AG 05/05/2026 0 $0   -100.00% 0.00%
ADVISOR GROUP HOLDINGS, INC. 05/15/2026 0 $0   -100.00% 0.00%
KESTRA ADVISORY SERVICES, LLC 04/30/2026 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:

Envestnet Portfolio Solutions, Inc.: 58,340

GTS SECURITIES LLC: 24,592

Walkner Condon Financial Advisors LLC: 7,095

ADVISOR GROUP HOLDINGS, INC.: 0

Kestra Advisory Services, LLC: 0

MORGAN STANLEY: 0

48.38% of USCF Dividend Income Fund stock is owned by institutional investors.

Institutional investors have bought a total of 90.03 K shares in the last 24 months. This purchase volume represents approximately $3.01 M in transactions.