DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SDCI

USCF ETF TR

99 institutions still hold USCF ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90290T809·99 13F holders·last filed Mar 31, 2026
Market cap
8.4%
vs prior quarter
13F value held
$220M
75.0% inst. owned
of float
Holders
99
-116 QoQ
filers reporting
Activity
+69 / −33
+941 added · −894 reduced
this quarter
Concentration
27.55%
3EDGE Asset Management, LP #1
top holder share
AI Holders Summary · Q1 2026

99 institutions reported SDCI in Q1 2026. 3EDGE Asset Management, LP leads at 27.6% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
3EDGE Asset Management, LP
CIK 0001665605
$61M2.2M2.93%Q1 2026
02
SMI Advisory Services, LLC
CIK 0001609008
$24M855K3.89%Q1 2026
03
Orion Porfolio Solutions, LLC
CIK 0001360533
$17M622K0.14%Q1 2026
04
Proficio Capital Partners LLC
CIK 0001654175
$12M450K0.65%Q1 2026
05
Maltin Wealth Management, Inc.
CIK 0001764260
$12M429K4.46%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M400K0.02%Q1 2026
07
Peak Financial Management, Inc.
CIK 0001669662
$10M377K2.61%Q1 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M365K0.00%Q1 2026
09
Empirical Asset Management, LLC
CIK 0001926596
$10M356K2.56%Q1 2026
10
Orion Portfolio Solutions, LLC
CIK 0001802647
$9M438K0.05%Q1 2025
11
MORGAN STANLEY
CIK 0000895421
$9M334K0.00%Q1 2026
12
ABLE Financial Group, LLC
CIK 0001977500
$6M219K1.17%Q1 2026
13
BKM Wealth Management, LLC
CIK 0002007263
$5M173K1.72%Q1 2026
14
WESCAP Management Group, Inc.
CIK 0001667140
$5M170K0.91%Q1 2026
15
Midwest Professional Planners, LTD.
CIK 0001730575
$4M151K0.97%Q1 2026
16
NAPA WEALTH MANAGEMENT
CIK 0001602844
$4M177K1.90%Q3 2025
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M120K0.00%Q1 2026
18
Atria Investments, Inc
CIK 0001535865
$3M116K0.04%Q1 2026
19
Mariner, LLC
CIK 0001373442
$3M113K0.00%Q1 2026
20
WBI INVESTMENTS, LLC
CIK 0001397424
$3M108K0.81%Q1 2026
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