82 tracked 13F filers disclose a position in UMAR as of the latest SEC 13F filings, a combined $94.5M 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 | Lantz Financial LLC | $8.6M | 203K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 2 | KFG WEALTH MANAGEMENT, LLC | $8.3M | 196K | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 152K | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 4 | CALIBER WEALTH MANAGEMENT, LLC / KS | $5.9M | 139K | —Held | Q2 2026 | |
| 5 | MGO ONE SEVEN LLC | $5.8M | 137K | ▼−20% Reduced · −35K sh | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | $4.7M | 110K | ▼−15% Reduced · −20K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.3M | 109K | ▲+175% Added · +69K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 94K | ▲+13% Added · +11K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $3.6M | 90K | ▲+11% Added · +9K sh | Q1 2026 | |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $3.0M | 71K | ▼−7.7% Reduced · −6K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $2.5M | 63K | ▲+3.9% Added · +2K sh | Q1 2026 | |
| 12 | Berger Financial Group, Inc | $2.4M | 57K | ▼−0.7% Reduced · −413 sh | Q2 2026 | |
| 13 | Kellett Wealth Advisors, LLC | $1.9M | 46K | ▼−4.3% Reduced · −2K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 38K | ▲+91% Added · +18K sh | Q1 2026 | |
| 15 | WealthPlan Investment Management, LLC | $1.6M | 37K | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 16 | Spire Wealth Management | $1.4M | 35K | ▼−15% Reduced · −6K sh | Q1 2026 | |
| 17 | Arax Advisory Partners | $1.4M | 33K | ▲+100% Added · +17K sh | Q2 2026 | |
| 18 | MBL Wealth, LLC | $1.3M | 30K | ▼−1.6% Reduced · −500 sh | Q2 2026 | |
| 19 | TRUIST FINANCIAL CORP | $1.1M | 29K | ▼−37% Reduced · −17K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $1.1M | 26K | ▲+73% Added · +11K sh | Q2 2026 | |
| 21 | IMG Wealth Management, Inc. | $1.0M | 24K | ▲+15% Added · +3K sh | Q2 2026 | |
| 22 | Impact Partnership Wealth, LLC | $1.0M | 24K | ▲+8.3% Added · +2K sh | Q2 2026 | |
| 23 | Archer Investment Corp | $1.0M | 24K | ▼−3.3% Reduced · −810 sh | Q2 2026 | |
| 24 | FIDUCIARY FINANCIAL GROUP, LLC | $962K | 23K | —Held | Q2 2026 | |
| 25 | Arete Wealth Advisors, LLC | $958K | 23K | ▲+19% Added · +4K sh | 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, 4 funds opened a new position in UMAR and 10 added to an existing one, while 15 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 45 funds | $1.7B |
| AMAZON.COM INCAMZN | 45 funds | $1.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 45 funds | $1.3B |
| APPLE INCAAPL | 44 funds | $3.5B |
| NVIDIA CORPNVDA | 44 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 44 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 44 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 43 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 43 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 43 funds | $911.9M |
| JPMORGAN CHASE & COJPM | 43 funds | $750.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 43 funds | $648.1M |
Ranked by how many of UMAR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 246 funds | $688.6M |
| POCTmc | 232 funds | $682.6M |
| PFEBmc | 215 funds | $584.5M |
| PAPRmc | 213 funds | $575.7M |
| PDECmc | 208 funds | $645.4M |
| PSEPmc | 203 funds | $570.1M |
| PAUGmc | 198 funds | $617.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UMAR
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/UMAR/capital-change-brief"
Use Arkolith's capital_change_brief for UMAR. 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 UMAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.