56 tracked 13F filers disclose a position in UMAY as of the latest SEC 13F filings, a combined $42.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.3M | 165K | ▲+4.9% Added · +8K sh | Q2 2026 | |
| 2 | CENTRAL VALLEY ADVISORS, LLC | $2.5M | 65K | ▲+18% Added · +10K sh | Q2 2026 | |
| 3 | Kestra Advisory Services, LLC | $2.2M | 58K | ▼−15% Reduced · −10K sh | Q2 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 52K | ▲New +52K sh | Q1 2026 | |
| 5 | Castle Rock Wealth Management, LLC | $1.8M | 47K | ▼−3.0% Reduced · −1K sh | Q2 2026 | |
| 6 | KFG WEALTH MANAGEMENT, LLC | $1.7M | 45K | ▲+82% Added · +20K sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 40K | ▼−0.4% Reduced · −160 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 39K | ▼−12% Reduced · −6K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $1.4M | 38K | ▲+75% Added · +16K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $1.4M | 37K | ▼−1.3% Reduced · −472 sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.3M | 35K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 35K | ▼−16% Reduced · −7K sh | Q1 2026 | |
| 13 | O'Connor Financial Group LLC | $1.3M | 33K | ▲New +33K sh | Q2 2026 | |
| 14 | Lantz Financial LLC | $1.1M | 30K | ▲New +30K sh | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $1.1M | 28K | ▲+179% Added · +18K sh | Q2 2026 | |
| 16 | Spire Wealth Management | $952K | 26K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $921K | 25K | ▼−27% Reduced · −9K sh | Q1 2026 | |
| 18 | SteelPeak Wealth, LLC | $835K | 22K | ▲New +22K sh | Q2 2026 | |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $765K | 21K | ▲+1.6% Added · +323 sh | Q1 2026 | |
| 20 | LPL Financial LLC | $741K | 20K | ▼−2.4% Reduced · −492 sh | Q1 2026 | |
| 21 | Trek Financial, LLC | $730K | 19K | ▲New +19K sh | Q2 2026 | |
| 22 | MONEY CONCEPTS CAPITAL CORP | $694K | 18K | ▲New +18K sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $642K | 17K | ▼−23% Reduced · −5K sh | Q2 2026 | |
| 24 | Arkadios Wealth Advisors | $606K | 16K | ▲New +16K sh | Q2 2026 | |
| 25 | Merit Financial Group, LLC | $595K | 16K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 13 funds opened a new position in UMAY and 6 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $4.7B |
| TESLA INCTSLA | 29 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $3.9B |
| APPLE INCAAPL | 28 funds | $2.9B |
| AMAZON.COM INCAMZN | 28 funds | $2.4B |
| MICROSOFT CORPMSFT | 28 funds | $1.8B |
| BROADCOM INCAVGO | 28 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 28 funds | $1.1B |
| ADVANCED MICRO DEVICESAMD | 28 funds | $308.2M |
| MICRON TECHNOLOGY INCMU | 27 funds | $1.8B |
Ranked by how many of UMAY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for UMAY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UMAY/capital-change-brief"
Use Arkolith's capital_change_brief for UMAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UMAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.