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

ETRACS Crude Oil Shares Covered Call ETN logo
$58.28 +0.44 (+0.76%)
Closing price 04:00 PM Eastern
Extended Trading
$58.28 +0.00 (+0.01%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$844.78K
Number of
Institutional Sellers
(last 12 months)
0
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USOI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2026 Sound Income Strategies LLC1,458$83K0.0%N/A0.026%
5/15/2025OLD Mission Capital LLC28,761$1.76M0.0%+75.8%0.538%
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%


USOI Institutional Ownership - Frequently Asked Questions

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 ($1.76M), Sound Income Strategies LLC ($83K).Learn more on ETRACS Crude Oil Shares Covered Call ETN's institutional investors.

The following institutional investors have purchased ETRACS Crude Oil Shares Covered Call ETN's stock in the last 24 months: OLD Mission Capital LLC ($28.76K), and Sound Income Strategies LLC ($1.46K).

Institutional investors have bought a total of 13,858 shares in the last 24 months. This purchase volume represents approximately $844.78K in transactions.



This page (NASDAQ:USOI) was last updated on 5/14/2026 by MarketBeat.com Staff.
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