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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lantz Financial LLC | $8.6M | 203K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 2 | MGO ONE SEVEN LLC | $6.8M | 172K | ▼−7.6% Reduced · −14K sh | Q1 2026 | |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.8M | 145K | ▲+5.8% Added · +8K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $5.2M | 130K | ▲+69% Added · +53K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.3M | 109K | ▲+175% Added · +69K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 94K | ▲+13% Added · +11K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $3.6M | 90K | ▲+11% Added · +9K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $2.5M | 63K | ▲+3.9% Added · +2K sh | Q1 2026 | |
| 9 | Berger Financial Group, Inc | $2.3M | 58K | ▲+88% Added · +27K sh | Q1 2026 | |
| 10 | WealthPlan Investment Management, LLC | $1.6M | 40K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 38K | ▲+91% Added · +18K sh | Q1 2026 | |
| 12 | Spire Wealth Management | $1.4M | 35K | ▼−15% Reduced · −6K sh | Q1 2026 | |
| 13 | MBL Wealth, LLC | $1.3M | 30K | ▼−1.6% Reduced · −500 sh | Q2 2026 | |
| 14 | TRUIST FINANCIAL CORP | $1.1M | 29K | ▼−37% Reduced · −17K sh | Q1 2026 | |
| 15 | FIDUCIARY FINANCIAL GROUP, LLC | $962K | 23K | —Held | Q2 2026 | |
| 16 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $885K | 22K | ▲+0.9% Added · +203 sh | Q1 2026 | |
| 17 | IMG Wealth Management, Inc. | $847K | 21K | ▲+1.2% Added · +250 sh | Q1 2026 | |
| 18 | Kovack Advisors, Inc. | $846K | 21K | ▼−8.6% Reduced · −2K sh | Q1 2026 | |
| 19 | SteelPeak Wealth, LLC | $841K | 20K | ▲New +20K sh | Q2 2026 | |
| 20 | Arete Wealth Advisors, LLC | $756K | 19K | ▼−1.8% Reduced · −350 sh | Q1 2026 | |
| 21 | Advisory Services Network, LLC | $703K | 18K | ▲+119% Added · +10K sh | Q1 2026 | |
| 22 | Ausdal Financial Partners, Inc. | $679K | 17K | ▲+2.7% Added · +454 sh | Q1 2026 | |
| 23 | Arax Advisory Partners | $656K | 17K | ▲40× Added · +16K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $649K | 16K | ▼−64% Reduced · −29K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $598K | 15K | ▲+35% Added · +4K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $4.3B |
| NVIDIA CORPNVDA | 22 funds | $3.7B |
| MICROSOFT CORPMSFT | 22 funds | $2.6B |
| VANGUARD S&P 500 ETFVOO | 22 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $2.3B |
| AMAZON.COM INCAMZN | 22 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 22 funds | $1.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 22 funds | $1.3B |
| VANGUARD GROWTH ETFVUG | 22 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 22 funds | $1.2B |
Ranked by how many of UMAR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.