Who Owns USCF Gold Strategy Plus Income Fund (USG)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$852561482288219.0T
% of Float Held
—
QoQ Change in Holders
+7 / -6
Price History
USG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Alpine Bank Wealth Management | New Position | +16K | +$561K |
| Papamarkou Wellner Asset Management inc. | New Position | +8K | +$288K |
| CWM, LLC | New Position | +252 | +$9K |
| CITADEL ADVISORS LLC | New Position | +26K | +$0 |
| SIMPLEX TRADING, LLC | New Position | +5K | +$0 |
| GOLDMAN SACHS GROUP INC | New Position | +21K | +$0 |
| GROUP ONE TRADING LLC | New Position | +3 | +$0 |
| Cambridge Investment Research Advisors, Inc. | Increased | +8K | +$-324K |
| Fermata Advisors, LLC | Increased | +591 | +$-515.1M |
| Compound Planning, Inc. | Increased | +3K | +$-825.7M |
USG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | Closed Position | -26K | -$1.0B |
| Newbridge Financial Services Group, Inc. | Closed Position | -21K | -$826.5M |
| JANE STREET GROUP, LLC | Closed Position | -19K | -$742.3M |
| GTS SECURITIES LLC | Closed Position | -14K | -$562.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -10K | -$389.5M |
| OSAIC HOLDINGS, INC. | Decreased | -4K | -$161.6M |
| UBS Group AG | Closed Position | -2K | -$91.3M |
| Legacy Wealth Managment, LLC/ID | Decreased | -818 | -$55.2M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Compound Planning, Inc. | 24,546 | $852K | 0.02% | Share |
| 2 | Alpine Bank Wealth Management | 16,160 | $561K | 0.08% | Share |
| 3 | Fermata Advisors, LLC | 13,878 | $482K | 0.12% | Share |
| 4 | Papamarkou Wellner Asset Management inc. | 8,300 | $288K | 0.17% | Share |
| 5 | Legacy Wealth Managment, LLC/ID | 605 | $21K | 0.01% | Share |
| 6 | CWM, LLC | 252 | $9K | 0.00% | Share |
| 7 | JANE STREET GROUP, LLC | 400 | $0 | 0.00% | Put |
| 8 | GOLDMAN SACHS GROUP INC | 20,900 | $0 | 0.00% | Share |
| 9 | CITADEL ADVISORS LLC | 26,191 | $0 | 0.00% | Share |
| 10 | Cambridge Investment Research Advisors, Inc. | 16,121 | $0 | 0.00% | Share |
| 11 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 12 | SIMPLEX TRADING, LLC | 5,144 | $0 | 0.00% | Share |
| 13 | GROUP ONE TRADING LLC | 3 | $0 | 0.00% | Share |
| 14 | JANE STREET GROUP, LLC | 17,100 | $0 | 0.00% | Put |
| 15 | OSAIC HOLDINGS, INC. | 101 | $0 | 0.00% | Share |
USG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $2.2M | +1 |
| Q3 2025 | 12 | $5.2B | -2 |
| Q2 2025 | 14 | $15.2B | +5 |
| Q1 2025 | 9 | $3.9B | -1 |
| Q4 2024 | 10 | $6.6B | +3 |
| Q3 2024 | 7 | $1.9T | +0 |
| Q2 2024 | 7 | $1.9T | +3 |
| Q1 2024 | 4 | $524.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 15 institutional investors hold USG (USCF Gold Strategy Plus Income Fund). The largest holder is Compound Planning, Inc. with $852K in shares. This quarter, 7 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own USG?
As of Q4 2025, 15 institutional investors report holding USG (USCF Gold Strategy Plus Income Fund) in their 13F filings.
Who is the largest institutional holder of USG?
The largest institutional holder of USG is Compound Planning, Inc. with $852K in shares.
Is institutional ownership of USG increasing or decreasing?
This quarter, 7 institutions opened new positions in USG and 6 closed their positions.