UMI

Uscf Midstream Energy Income$59.08 0.83%
UnclassifiedUSCUSIP 90290T882· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
16
+7 QoQ
13F Value (tracked)
$8.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$59.08 0.83%5Y +96.6%
$24.87$34.77$44.66$54.56$64.4620212022202320242025202622322223253363434349
Hover for who · click for detailEnd-of-day closing prices52w $47.82 – $62.26
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Use UMI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns UMI

This stock page is the Follow view. The Build view lets your agent query UMI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UMI"
Ask your agent
Use Arkolith to show who owns UMI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

16 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MML INVESTORS SERVICES, LLC
$3.2M
55K
+523%
Added · +46K sh
Q1 2026
2CITADEL ADVISORS LLC
$1.1M
18K
+10%
Added · +2K sh
Q1 2026
3Dynamic Advisor Solutions LLC
$996K
17K
−9.7%
Reduced · −2K sh
Q1 2026
4Private Advisor Group, LLC
$858K
15K
Held
Q1 2026
5INTEGRITY ALLIANCE, LLC.
$697K
12K
New
+12K sh
Q1 2026
6Annex Advisory Services, LLC
$349K
6K
+1.2%
Added · +69 sh
Q1 2026
7Advisors Asset Management, Inc.
$283K
5K
New
+5K sh
Q1 2026
8DIVERSIFY WEALTH MANAGEMENT, LLC
$262K
4K
New
+4K sh
Q1 2026
9Gladstone Institutional Advisory LLC
$256K
4K
New
+4K sh
Q1 2026
10WHITTIER TRUST CO
$170K
3K
Held
Q1 2026
11Atlantic Union Bankshares Corp
$64K
1K
+0.7%
Added · +8 sh
Q1 2026
12SALEM INVESTMENT COUNSELORS INC
$51K
870
New
+870 sh
Q1 2026
13Steward Partners Investment Advisory, LLC
$29K
500
Held
Q1 2026
14Arax Advisory Partners
$18K
300
Held
Q1 2026
15Larson Financial Group LLC
$13K
226
Held
Q1 2026
16Blue Trust, Inc.
$12K
200
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

32 funds+20 since Q2 2022
01632Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $397.5M

Share classes

Class13F holdersValue held
SDCImc56 funds$167.7M
UMIthis pagecommon32 funds$397.5M
USGGOLD STRATEGY9 funds$2.5M
ZSCUSCF SUSTAINABLE3 funds$902K
UDIDIVIDEND INC FD2 funds$2.8M
90290T841SUSTAINABLE BAT2 funds$1.3M
90290T874ENERGY COMMODITY1 funds$712K
90290T767OIL PLUS BITCOIN1 funds$1K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own UMI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA17 funds$8.3B
APPLE INCAAPL17 funds$6.6B
MICROSOFT CORPMSFT17 funds$5.2B
AMAZON.COM INCAMZN17 funds$5.1B
ALPHABET INC-CL AGOOGL17 funds$3.8B
BROADCOM INCAVGO17 funds$3.2B
META PLATFORMS INC-CLASS AMETA17 funds$3.1B
ALPHABET INC-CL CGOOG17 funds$2.7B
JPMORGAN CHASE & COJPM17 funds$2.6B
MICRON TECHNOLOGY INCMU17 funds$1.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B17 funds$1.7B
COSTCO WHOLESALE CORPCOST17 funds$1.5B

Ranked by how many of UMI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.