MML Investors Services
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MML Investors Services’s USCF Midstream Energy Income Fund UMI Stock Holding History

MML Investors Services’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.22M Buy
54,895
+46,077
+523% +$2.52M 0.01% 1054
2025
Q4 		$433K Sell
8,818
-2,286
-21% -$114K ﹤0.01% 2361
2025
Q3 		$570K Sell
11,104
-315
-3% -$15.8K ﹤0.01% 2078
2025
Q2 		$583K Buy
11,419
+3,918
+52% +$194K ﹤0.01% 1995
2025
Q1 		$390K Buy
7,501
+2,381
+47% +$123K ﹤0.01% 2152
2024
Q4 		$254K Buy
+5,120
New +$252K ﹤0.01% 2363

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

MML Investors Services's UMI Position: Q1 2026 in Review

MML Investors Services increased its USCF Midstream Energy Income Fund (UMI) stake by 523% in Q1 2026, buying an estimated $2.52M and bringing the position to 54,895 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #1054.

MML Investors Services first reported a position in UMI in Q4 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • MML Investors Services held 54,895 shares of USCF Midstream Energy Income Fund worth $3.22M as of Q1 2026.
  • MML Investors Services bought 46,077 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $2.52M.
  • USCF Midstream Energy Income Fund made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1054 holding.
  • MML Investors Services first reported a position in USCF Midstream Energy Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.