Free Trial

ETRACS Crude Oil Shares Covered Call ETN (USOI) Institutional Ownership

ETRACS Crude Oil Shares Covered Call ETN logo
$55.04 -4.02 (-6.81%)
As of 01:15 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for ETRACS Crude Oil Shares Covered Call ETN (NASDAQ:USOI)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.07M
Number of
Institutional Sellers
(last 12 months)
0
Get USOI Insider Trade Alerts

Want to know when executives and insiders are buying or selling ETRACS Crude Oil Shares Covered Call ETN stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USOI Institutional Buying and Selling by Quarter

Remove Ads

ETRACS Crude Oil Shares Covered Call ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2025OLD Mission Capital LLC16,361$1.07M0.0%N/A2.870%
5/15/2023MAS Advisors LLC3,403$265K0.3%+9.3%0.597%
5/9/2023Acorn Wealth Advisors LLC9,370$729K0.5%N/A1.644%
4/26/2023Arlington Partners LLC6,500$505K0.1%N/A1.140%
3/6/2023OLD Mission Capital LLC1,075$89K0.0%-97.3%0.189%
2/10/2023HRT Financial LP3,311$275K0.0%-88.6%0.581%
2/8/2023UBS Group AG1,861$155K0.0%-46.8%0.326%
2/8/2023Belpointe Asset Management LLC1,000$83K0.0%N/A0.175%
2/7/2023Envestnet Asset Management Inc.21,798$1.82M0.0%+415.9%3.824%
1/31/2023Kestra Advisory Services LLC121,455$10.11M0.1%+111.4%21.308%
1/25/2023Fifth Third Bancorp1,060$88K0.0%+43.0%0.186%
11/15/2022Uniplan Investment Counsel Inc.38,655$3.15M0.2%-94.9%6.782%
11/14/2022OLD Mission Capital LLC40,202$3.28M0.1%-52.0%7.053%
11/9/2022Acorn Wealth Advisors LLC9,650$786K0.6%-35.5%1.693%
11/1/2022Kestra Advisory Services LLC57,456$4.68M0.1%N/A10.080%
10/31/2022Merit Financial Group LLC4,474$365K0.0%N/A0.785%
10/25/2022Fifth Third Bancorp741$60K0.0%-95.0%0.130%
8/13/2022NewEdge Wealth LLC17,089$87K0.0%N/A0.151%
8/5/2022OLD Mission Capital LLC83,713$429K0.0%N/A0.741%
8/4/2022Vestmark Advisory Solutions Inc.11,177$57K0.0%N/A0.099%
8/4/2022Cavalier Investments LLC712,901$3.65M1.3%+7.8%6.309%
8/3/2022Envestnet Asset Management Inc.86,765$444K0.0%+15.7%0.768%
7/14/2022Arkadios Wealth Advisors12,000$61K0.0%N/A0.106%
5/10/2022Ground Swell Capital LLC10,261$56K0.1%N/A0.091%
5/4/2022Advisor Group Holdings Inc.87,407$478K0.0%+22,544.3%0.774%
5/4/2022Cavalier Investments LLC661,323$3.62M0.9%+67.5%5.852%
5/4/2022Envestnet Asset Management Inc.75,009$410K0.0%N/A0.664%
5/3/2022Acorn Wealth Advisors LLC14,970$82K0.1%N/A0.132%
4/19/2022Fifth Third Bancorp15,017$82K0.0%N/A0.133%
2/10/2022OLD Mission Capital LLC547,035$2.84M0.1%-11.1%4.841%
2/2/2022Cavalier Investments LLC394,863$2.05M0.5%N/A3.494%
11/16/2021Two Sigma Securities LLC14,600$78K0.0%N/A0.129%
11/15/2021Flow Traders U.S. LLC21,378$115K0.0%N/A0.189%
11/12/2021OLD Mission Capital LLC615,449$3.31M0.1%+686.9%5.446%
8/13/2021OLD Mission Capital LLC78,207$415K0.0%-83.7%0.692%
8/10/2021Cambridge Investment Research Advisors Inc.12,739$68K0.0%N/A0.113%
8/10/2021DCM Advisors LLC101,552$539K0.3%+4.9%0.899%
5/18/2021Jane Street Group LLC22,703$107K0.0%N/A0.201%
4/30/2021Ground Swell Capital LLC18,134$85K0.3%N/A0.160%
(Data available from 1/1/2016 forward)

Remove Ads

USOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USOI shares?

During the previous two years, the following institutional investors and hedge funds held shares of ETRACS Crude Oil Shares Covered Call ETN shares: OLD Mission Capital LLC ($1.07M), Acorn Wealth Advisors LLC ($729K), and Arlington Partners LLC ($505K), MAS Advisors LLC ($265K).Learn more on USOI's institutional investors.

Which institutional investors have been buying ETRACS Crude Oil Shares Covered Call ETN stock?

The following institutional investors have purchased ETRACS Crude Oil Shares Covered Call ETN stock in the last 24 months: OLD Mission Capital LLC ($16.36K), Acorn Wealth Advisors LLC ($9.37K), Arlington Partners LLC ($6.50K), and MAS Advisors LLC ($290.00).

How much institutional buying is happening at ETRACS Crude Oil Shares Covered Call ETN?

Institutional investors have bought a total of 32,521 shares in the last 24 months. This purchase volume represents approximately $3.58M in transactions.



This page (NASDAQ:USOI) was last updated on 4/4/2025 by MarketBeat.com Staff
From Our Partners