Who Owns USG?
USCF Gold Strategy Plus Income Fund — Institutional Ownership & 13F Holdings
$36.75
+0.54 (+1.48%)
Market Cap
$16.6M
Shares Outstanding
392,976
Institutional Holders
9
Total Inst. Value
$3.9M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
3
Closed Positions
4
Increased
1
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | $2.6M | 74,528 |
| 2 | Orion Portfolio Solutions, LLC | $520K | 17,864 |
| 3 | Fermata Advisors, LLCNew | $419K | 12,206 |
| 4 | GTS SECURITIES LLC | $220K | 6,399 |
| 5 | GROUP ONE TRADING LLCNew | $137K | 3,978 |
| 6 | UBS Group AG | $3K | 89 |
| 7 | CWM, LLC | $7 | 200 |
| 8 | Belvedere Trading LLCNew | $0 | 0 |
| 9 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Fermata Advisors, LLCNew | +12K | $419K |
| GROUP ONE TRADING LLCNew | +4K | $137K |
| CWM, LLC | +1 | $7 |
| Belvedere Trading LLCNew | +0 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -14K | $220K |
| Legacy Wealth Managment, LLC/ID | -4K | $2.6M |
| UBS Group AG | -973 | $3K |
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Frequently Asked Questions
How many institutional investors hold USG?
As of Q1 2025, 9 institutional investors report holding USG (USCF Gold Strategy Plus Income Fund) in their 13F filings.
Which hedge fund owns the most USG?
The largest institutional holder of USG is Legacy Wealth Managment, LLC/ID with $2.6M in shares.
Are institutions buying or selling USG?
This quarter, 3 institutions opened new positions in USG and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.