Who Owns USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI)?Hedge Fund & Institutional Holders

$26.34-0.33 (-1.22%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6874130009064805e+137T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$18.90$20.84$22.79$24.73$26.67Sep 24Jun 25Mar 26

SDCI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Maltin Wealth Management, Inc.New Position+411K+$9.1M
BKM Wealth Management, LLCNew Position+184K+$4.1M
Midwest Professional Planners, LTD.New Position+134K+$3.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+99K+$2.0M
STIFEL FINANCIAL CORPNew Position+103K+$2.0M
Apollon Wealth Management, LLCNew Position+57K+$1.3M
HM PAYSON & CONew Position+45K+$986K
Ashton Thomas Private Wealth, LLCNew Position+44K+$978K
Alhambra Investment Management LLCNew Position+35K+$771K
STOCK YARDS BANK & TRUST CONew Position+34K+$744K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+28K+$623K
Sovereign Financial Group, Inc.New Position+28K+$606K
WT Wealth ManagementNew Position+24K+$538K
WESTBOURNE INVESTMENTS, INC.New Position+21K+$462K
Advisor Resource CouncilNew Position+19K+$440K

SDCI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NAPA WEALTH MANAGEMENTClosed Position-177K-$4.1B
&PARTNERSDecreased-2K-$2.7B
Crossmark Global Holdings, Inc.Closed Position-33K-$757.3M
Wick Capital Partners, LLCDecreased-21K-$690.1M
HighTower Advisors, LLCDecreased-7K-$499.3M
Binnacle Investments IncClosed Position-167-$3.8M
FMR LLCClosed Position-24-$550K
FLOW TRADERS U.S. LLCClosed Position-14K-$321K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SMI Advisory Services, LLC739,451$16.9M2.91%Share
2Orion Porfolio Solutions, LLC600,848$13.0M0.10%Share
3Maltin Wealth Management, Inc.411,481$9.1M3.61%Share
4Peak Financial Management, Inc.365,788$8.1M2.08%Share
5RAYMOND JAMES FINANCIAL INC305,893$6.0M0.00%Share
6OSAIC HOLDINGS, INC.259,764$5.0M0.01%Share
7Empirical Asset Management, LLC212,418$4.7M1.32%Share
8BKM Wealth Management, LLC183,943$4.1M1.48%Share
9Midwest Professional Planners, LTD.134,433$3.0M0.70%Share
10ABLE Financial Group, LLC112,462$2.5M0.50%Share
11SMI Advisory Services, LLC102,039$2.3M0.40%Share
12Focus Financial Network, Inc.92,830$2.0M0.07%Share
13&PARTNERS114,513$2.0M0.01%Share
14Cambria Investment Management, L.P.94,581$2.0M0.12%Share
15STIFEL FINANCIAL CORP102,641$2.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC99,405$2.0M0.00%Share
17Apollon Wealth Management, LLC56,931$1.3M0.02%Share
18Moors & Cabot, Inc.51,790$1.0M0.04%Share
19MML INVESTORS SERVICES, LLC83,588$1.0M0.00%Share
20HM PAYSON & CO44,795$986K0.01%Share
21Ashton Thomas Private Wealth, LLC44,408$978K0.02%Share
22Alhambra Investment Management LLC35,015$771K0.36%Share
23STOCK YARDS BANK & TRUST CO30,682$675K0.02%Share
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27,606$623K0.00%Share
25Sovereign Financial Group, Inc.27,539$606K0.10%Share
26CREATIVE FINANCIAL DESIGNS INC /ADV25,683$565K0.04%Share
27WT Wealth Management24,428$538K0.15%Share
28WESTBOURNE INVESTMENTS, INC.21,007$462K0.21%Share
29Advisor Resource Council19,199$440K0.16%Share
30KESTRA PRIVATE WEALTH SERVICES, LLC19,525$430K0.01%Share
31Sharp Wealth Advisory, LLC17,700$389K0.20%Share
32COMMONS CAPITAL, LLC17,206$379K0.25%Share
33RICHARDS, MERRILL & PETERSON, INC.10,750$236K0.09%Share
34Ausdal Financial Partners, Inc.8,838$194K0.01%Share
35Principia Wealth Advisory, LLC4,560$100K0.06%Share
36NBC SECURITIES, INC.3,595$79K0.01%Share
37STOCK YARDS BANK & TRUST CO3,152$69K0.00%Share
38Principia Wealth Advisory, LLC2,440$56K0.04%Share
39Blue Trust, Inc.2,169$47K0.00%Share
40Geneos Wealth Management Inc.1,000$22K0.00%Share
41Ausdal Financial Partners, Inc.524$11K0.00%Share
42EVOLUTION WEALTH MANAGEMENT INC.214$4K0.00%Share
43BANK OF AMERICA CORP /DE/6,500$00.00%Share
44BANK OF MONTREAL /CAN/12,369$00.00%Share
45LPL Financial LLC41,913$00.00%Share
46Quantinno Capital Management LP14,481$00.00%Share
47COMMONWEALTH EQUITY SERVICES, LLC15,840$00.00%Share
48Cambridge Investment Research Advisors, Inc.29,952$00.00%Share
49THRIVENT FINANCIAL FOR LUTHERANS20,439$00.00%Share
50MORGAN STANLEY4,835$00.00%Share

SDCI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202558$96.5M+23
Q3 202535$67.4B+1
Q2 202534$59.6B+7
Q1 202527$36.5B+12
Q4 202415$1.4T+4
Q3 202411$2.6T-2
Q2 202413$3.2T+2
Q1 202411$2.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold SDCI (USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund). The largest holder is SMI Advisory Services, LLC with $16.9M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own SDCI?

As of Q4 2025, 50 institutional investors report holding SDCI (USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund) in their 13F filings.

Who is the largest institutional holder of SDCI?

The largest institutional holder of SDCI is SMI Advisory Services, LLC with $16.9M in shares.

Is institutional ownership of SDCI increasing or decreasing?

This quarter, 15 institutions opened new positions in SDCI and 5 closed their positions.