37 tracked 13F filers disclose a position in UMAY as of the latest SEC 13F filings, a combined $34.7M 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 Ad | $6.3M | 165K | ▲+4.9% Added · +8K sh | Q2 2026 | |
| 2 | Kestra Advisory Services, LLC | $2.5M | 68K | ▲+1.3% Added · +868 sh | Q1 2026 | |
| 3 | CENTRAL VALLEY ADVISORS, LLC | $2.5M | 65K | ▲+18% Added · +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 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 40K | ▼−0.4% Reduced · −160 sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.4M | 39K | ▼−12% Reduced · −6K sh | Q1 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $1.4M | 38K | ▲+75% Added · +16K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $1.4M | 37K | ▼−1.3% Reduced · −472 sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.3M | 35K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 35K | ▼−16% Reduced · −7K sh | Q1 2026 | |
| 12 | O'Connor Financial Group LLC | $1.3M | 33K | ▲New +33K sh | Q2 2026 | |
| 13 | Lantz Financial LLC | $1.1M | 30K | ▲New +30K sh | Q2 2026 | |
| 14 | Spire Wealth Management | $952K | 26K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 15 | TRUIST FINANCIAL CORP | $921K | 25K | ▼−27% Reduced · −9K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $813K | 22K | ▲+77% Added · +10K sh | Q1 2026 | |
| 17 | SteelPeak Wealth, LLC | $835K | 22K | ▲New +22K sh | Q2 2026 | |
| 18 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $765K | 21K | ▲+1.6% Added · +323 sh | Q1 2026 | |
| 19 | LPL Financial LLC | $741K | 20K | ▼−2.4% Reduced · −492 sh | Q1 2026 | |
| 20 | Merit Financial Group, LLC | $595K | 16K | —Held | Q2 2026 | |
| 21 | Allworth Financial LP | $566K | 15K | —Held | Q1 2026 | |
| 22 | MILESTONE ASSET MANAGEMENT, LLC | $510K | 13K | ▼−4.4% Reduced · −618 sh | Q2 2026 | |
| 23 | IMG Wealth Management, Inc. | $407K | 11K | ▼~0% Reduced · −5 sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $366K | 10K | ▼−54% Reduced · −12K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $338K | 9K | —Held | 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.
Last quarter, 4 funds opened a new position in UMAY and 5 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 | 10 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $6.1B |
| APPLE INCAAPL | 10 funds | $4.6B |
| AMAZON.COM INCAMZN | 10 funds | $3.5B |
| MICROSOFT CORPMSFT | 10 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $2.1B |
| BROADCOM INCAVGO | 10 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $1.7B |
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.
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.