USCF ETF TR (SDCI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
118
Reporting holders
$315.5M
Reported value
0.1%
Held as options
+28
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 3EDGE Asset Management, LP | $61.8M | 2,339,241 | 2.76% | 2q | +5.1%+$3.0M |
| Proficio Capital Partners LLC | $21.4M | 809,665 | 0.77% | 2q | +80.0%+$9.5M |
| Viaable, LLC | $20.3M | 769,780 | 16.85% | new | FIRST |
| MORGAN STANLEY | $18.6M | 702,900 | 0.00% | 7q | +110.7%+$9.8M |
| Orion Porfolio Solutions, LLC | $16.4M | 619,529 | 0.13% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $12.5M | 471,346 | 0.01% | 26q | +18.0%+$1.9M |
| Maltin Wealth Management, Inc. | $11.7M | 442,173 | 3.91% | 6q | +3.1%+$354.2K |
| Peak Financial Management, Inc. | $10.1M | 380,981 | 2.31% | 5q | +0.9%+$94.1K |
| RAYMOND JAMES FINANCIAL INC | $8.5M | 322,823 | 0.00% | 4q | -11.6%-$1.1M |
| ABLE Financial Group, LLC | $6.2M | 235,561 | 1.05% | 5q | +7.4%+$427.1K |
| LPL Financial LLC | $6.1M | 229,438 | 0.00% | 5q | +425.5%+$4.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 213,510 | 0.00% | new | NEW |
| Empirical Asset Management, LLC | $5.5M | 206,224 | 1.23% | 4q | -42.1%-$4.0M |
| Stratos Investment Management, LLC | $5.1M | 193,548 | 0.18% | 2q | +106.9%+$2.6M |
| WELLS FARGO & COMPANY/MN | $4.7M | 176,806 | 0.00% | 15q | +5980.0%+$4.6M |
| MATHER GROUP, LLC. | $4.6M | 173,188 | 0.04% | 2q | +177.7%+$2.9M |
| Midwest Professional Planners, LTD. | $4.4M | 167,272 | 0.87% | 4q | +11.1%+$443.0K |
| Focus Financial Network, Inc. | $4.3M | 163,682 | 0.13% | 4q | +75.6%+$1.9M |
| MML INVESTORS SERVICES, LLC | $4.0M | 151,661 | 0.01% | 4q | +60.1%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 147,967 | 0.00% | 4q | +23.6%+$747.6K |
| BKM Wealth Management, LLC | $3.7M | 139,172 | 1.30% | 4q | -19.6%-$899.6K |
| WESCAP Management Group, Inc. | $3.6M | 135,754 | 0.67% | 2q | -20.0%-$898.6K |
| Atria Investments, Inc | $3.2M | 119,474 | 0.03% | 2q | +2.7%+$81.9K |
| Mariner, LLC | $3.0M | 114,659 | 0.00% | 2q | +1.2%+$35.5K |
| WBI INVESTMENTS, LLC | $2.9M | 109,610 | 0.72% | 2q | +1.2%+$33.0K |
| &PARTNERS | $2.8M | 104,913 | 0.01% | 7q | +6.9%+$179.3K |
| Cambria Investment Management, L.P. | $2.7M | 102,045 | 0.13% | 5q | +3.8%+$98.7K |
| MATAURO, LLC | $2.7M | 101,572 | 0.36% | new | NEW |
| STIFEL FINANCIAL CORP | $2.4M | 90,986 | 0.00% | 3q | -11.1%-$300.2K |
| TRUE Private Wealth Advisors | $2.3M | 88,581 | 0.20% | 2q | +5.9%+$130.7K |
| EverSource Wealth Advisors, LLC | $2.2M | 81,879 | 0.07% | 2q | +44.9%+$671.2K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $1.9M | 72,918 | 0.47% | new | NEW |
| CITADEL ADVISORS LLC | $1.8M | 56,382 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $1.7M | 63,575 | 0.00% | 5q | +260.4%+$1.2M |
| STOCK YARDS BANK & TRUST CO | $1.7M | 62,840 | 0.02% | 4q | +86.6%+$771.0K |
| Prosperitas Financial LLC | $1.6M | 60,782 | 0.51% | 2q | +1.5%+$23.4K |
| VISTA INVESTMENT PARTNERS II, LLC | $1.5M | 57,504 | 0.60% | new | NEW |
| Summit Financial, LLC | $1.5M | 56,225 | 0.02% | 2q | +44.6%+$458.6K |
| Maridea Wealth Management LLC | $1.5M | 55,157 | 0.16% | 2q | +5.5%+$76.6K |
| Stegent Equity Advisors, Inc. | $1.4M | 52,716 | 1.00% | new | NEW |
| Apollon Wealth Management, LLC | $1.4M | 52,535 | 0.02% | 18q | -7.7%-$116.2K |
| Portside Wealth Group, LLC | $1.3M | 49,078 | 0.15% | 2q | +9.4%+$112.0K |
| Ashton Thomas Private Wealth, LLC | $1.3M | 48,182 | 0.03% | 6q | +2.4%+$29.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 45,657 | 0.00% | 4q | +173.6%+$766.0K |
| FISCHER INVESTMENT STRATEGIES, LLC | $1.2M | 45,445 | 0.57% | new | NEW |
| Alhambra Investment Management LLC | $1.2M | 43,540 | 0.50% | 3q | -11.9%-$154.8K |
| HM PAYSON & CO | $1.0M | 38,811 | 0.01% | 3q | HELD |
| Moors & Cabot, Inc. | $1.0M | 38,753 | 0.04% | 5q | -26.0%-$359.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $944.4K | 34,519 | 0.00% | 4q | +8.5%+$74.3K |
| PRINCIPAL SECURITIES, INC. | $906.8K | 34,298 | 0.01% | 5q | +4.3%+$37.3K |
| JANE STREET GROUP, LLC | $864.8K | 32,709 | 0.00% | new | NEW |
| G&S Capital LLC | $860.9K | 32,560 | 0.25% | new | NEW |
| Cetera Investment Advisers | $839.6K | 31,755 | 0.00% | 4q | +13.8%+$101.7K |
| CERTIOR FINANCIAL GROUP, LLC | $797.3K | 30,154 | 0.44% | 2q | +0.7%+$5.3K |
| Allied Private Wealth LLC | $778.2K | 28,286 | 0.50% | new | FIRST |
| DAVENPORT & Co LLC | $752.9K | 28,476 | 0.00% | new | NEW |
| Wick Capital Partners, LLC | $739.1K | 27,954 | 0.11% | 14q | -2.8%-$21.2K |
| Sovereign Financial Group, Inc. | $711.3K | 26,901 | 0.11% | 4q | -2.6%-$19.3K |
| Steward Partners Investment Advisory, LLC | $709.2K | 26,823 | 0.00% | 6q | +95.2%+$346.0K |
| Alliance Wealth Advisors, LLC /UT | $688.3K | 26,031 | 0.13% | 2q | -14.2%-$113.6K |
| Cornerstone Wealth, LLC/TN | $651.5K | 22,973 | 0.33% | 2q | -32.0%-$306.1K |
| WT Wealth Management | $648.7K | 24,536 | 0.18% | 5q | HELD |
| Quantinno Capital Management LP | $648.2K | 24,516 | 0.00% | 3q | +15.3%+$86.0K |
| Riverbend Wealth Management, LLC | $590.6K | 22,338 | 0.30% | new | NEW |
| Advisor Resource Council | $558.5K | 20,615 | 0.16% | 3q | +1.9%+$10.4K |
| Integrated Wealth Concepts LLC | $557.7K | 21,092 | 0.00% | new | NEW |
| Cerity Partners LLC | $503.9K | 19,060 | 0.00% | 2q | -3.9%-$20.2K |
| WESTBOURNE INVESTMENTS, INC. | $486.7K | 18,409 | 0.20% | 4q | -17.1%-$100.7K |
| Advisor OS, LLC | $485.1K | 18,346 | 0.03% | new | NEW |
| Brookwood Investment Group LLC | $470.3K | 17,788 | 0.05% | 2q | +2.6%+$11.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $465.3K | 17,600 | 0.02% | 2q | HELD |
| Belpointe Asset Management LLC | $456.4K | 17,261 | 0.01% | new | NEW |
| Elyxium Wealth, LLC | $441.3K | 16,691 | 0.05% | new | NEW |
| Advyzon Investment Management, LLC | $439.7K | 16,631 | 0.03% | new | NEW |
| BANK OF MONTREAL /CAN/ | $431.1K | 16,306 | 0.00% | 3q | +3.3%+$13.6K |
| NewEdge Advisors, LLC | $396.6K | 15,000 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $384.5K | 14,541 | 0.00% | 2q | +18.7%+$60.5K |
| SMI Advisory Services, LLC | $374.9K | 13,840 | 0.06% | 6q | -98.4%-$22.8M |
| Sharp Wealth Advisory, LLC | $350.3K | 13,250 | 0.16% | 3q | +8.2%+$26.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $342.1K | 12,940 | 0.01% | 2q | +38.0%+$94.3K |
| Interchange Capital Partners, LLC | $336.7K | 12,736 | 0.06% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $335.3K | 12,680 | 0.03% | new | NEW |
| Wallace Advisory Group, LLC | $308.0K | 11,649 | 0.29% | 2q | -6.1%-$19.9K |
| IFP Advisors, Inc | $288.2K | 10,900 | 0.01% | 3q | +25.3%+$58.2K |
| Andina Capital Management, LLC | $282.3K | 10,677 | 0.46% | new | NEW |
| Symphony Financial, Ltd. Co. | $280.6K | 10,616 | 0.03% | new | NEW |
| Advisory Services Network, LLC | $267.1K | 10,102 | 0.00% | 6q | -57.5%-$361.0K |
| RICHARDS, MERRILL & PETERSON, INC. | $261.8K | 9,900 | 0.08% | 4q | -7.9%-$22.5K |
| Ausdal Financial Partners, Inc. | $249.6K | 9,442 | 0.01% | 4q | +4.1%+$9.8K |
| BANK OF AMERICA CORP /DE/ | $243.2K | 9,197 | 0.00% | new | NEW |
| K.J. Harrison & Partners Inc | $232.2K | 8,782 | 0.03% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $218.5K | 8,266 | 0.00% | 6q | -58.4%-$306.8K |
| Castleview Partners, LLC | $217.4K | 8,221 | 0.10% | new | NEW |
| Financial Network Wealth Advisors LLC | $215.4K | 8,145 | 0.22% | 2q | +4.9%+$10.2K |
| GWN SECURITIES INC. | $209.1K | 7,909 | 0.03% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $200.9K | 7,600 | 0.00% | 2q | HELD |
| Ares Financial Consulting, LLC | $109.8K | 4,152 | 0.08% | 2q | +538.8%+$92.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $103.9K | 3,929 | 0.00% | new | NEW |
| Blue Trust, Inc. | $96.4K | 3,646 | 0.00% | 3q | +83.8%+$43.9K |
| LANARK FINANCIAL, INC. | $95.1K | 3,595 | 0.01% | 5q | HELD |
Showing the largest 100 of 123 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $315.5M | 11,918,910 | 33 | 49 | 21 | 0.1% |
| Q1 2026 | 90 | $267.1M | 9,788,537 | 36 | 30 | 10 | 0.0% |
| Q4 2025 | 57 | $108.5M | 4,893,919 | 12 | 33 | 7 | 0.0% |
| Q3 2025 | 49 | $93.1M | 4,057,373 | 17 | 19 | 7 | 0.0% |
| Q2 2025 | 37 | $67.6M | 3,148,614 | 16 | 10 | 7 | 0.0% |
| Q1 2025 | 28 | $53.9M | 2,609,834 | 15 | 6 | 5 | 0.0% |
| Q4 2024 | 16 | $12.5M | 642,020 | 3 | 5 | 3 | 0.0% |
| Q3 2024 | 13 | $11.0M | 564,593 | 0 | 5 | 5 | 0.0% |
| Q2 2024 | 16 | $12.5M | 643,115 | 4 | 5 | 3 | 0.0% |
| Q1 2024 | 14 | $6.2M | 329,483 | 0 | 5 | 6 | 0.0% |
| Q4 2023 | 17 | $6.0M | 346,020 | 8 | 3 | 4 | 0.0% |
| Q3 2023 | 9 | $3.9M | 208,724 | 2 | 3 | 1 | 0.0% |
| Q2 2023 | 10 | $4.1M | 241,146 | 1 | 4 | 2 | 0.0% |
| Q1 2023 | 8 | $2.9M | 168,813 | 2 | 1 | 3 | 0.0% |
| Q4 2022 | 7 | $4.4M | 242,827 | 3 | 2 | 0 | 0.0% |
| Q3 2022 | 7 | $3.9M | 177,141 | 2 | 4 | 0 | 0.0% |
| Q2 2022 | 8 | $4.7M | 198,411 | 1 | 3 | 2 | 0.0% |
| Q1 2022 | 6 | $5.1M | 217,320 | 2 | 2 | 1 | 0.0% |
| Q4 2021 | 3 | $2.3M | 121,740 | 0 | 1 | 2 | 0.0% |
| Q3 2021 | 4 | $1.7M | 86,954 | 0 | 2 | 2 | 0.0% |
| Q2 2021 | 4 | $2.1M | 105,225 | 0 | 3 | 1 | 0.0% |
| Q1 2021 | 4 | $1.5M | 83,780 | 0 | 1 | 3 | 0.0% |
| Q4 2020 | 4 | $2.3M | 140,122 | 0 | 3 | 1 | 0.0% |
| Q3 2020 | 4 | $1.2M | 79,902 | 1 | 0 | 3 | 0.0% |
| Q2 2020 | 3 | $721.0K | 54,853 | 0 | 1 | 2 | 0.0% |
| Q1 2020 | 4 | $1.9M | 151,691 | 0 | 3 | 0 | 0.0% |
| Q4 2019 | 5 | $2.5M | 139,756 | 2 | 2 | 0 | 0.0% |
| Q3 2019 | 4 | $1.9M | 107,372 | 1 | 1 | 2 | 0.0% |
| Q2 2019 | 3 | $1.8M | 98,413 | 1 | 1 | 1 | 0.0% |
| Q1 2019 | 3 | $1.5M | 74,866 | 2 | 1 | 0 | 0.0% |
| Q4 2018 | 3 | $942.0K | 50,032 | 0 | 0 | 0 | 0.0% |