UMBMX

Carillon Scout Mid Cap-I Cross-source read$27.32 0.69%
UnclassifiedCUSIP 14214M872· EOD Sep 8, 2026

No active 13F manager changed its position in UMBMX last quarter. No recent Form 4 insider filings for UMBMX.

Tracked 13F holders
1
13F value (tracked)
$13K
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
0 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$27.32 0.69%5Y +2.3%
$17.90$20.79$23.69$26.58$29.47202120222023202420252026
Hover for who · click for detailEnd-of-day closing prices52w $24.30 – $28.71

Who owns UMBMX?

1 tracked 13F filers · ranked by shares held

1 tracked 13F filer discloses a position in UMBMX as of the latest SEC 13F filings, a combined $13K 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.

#FundSharesPosition valueLast moveAs ofHistory
1Game Plan Financial Advisors, LLC466
$13K
New
+466 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.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
00
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Share classes

Class13F holdersValue held
RJDIRJ EAGLE GCM DIV14 funds$33.2M
RJMIRJ EAGLE MUNICIP7 funds$11.6M
RJVIRJ EAGLE VERTICA2 funds$6.8M
UMBMXthis pageMFA1 funds$13K
14214M799OPEN END TAXABLE NO LOAD FUND1 funds$11K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for UMBMX

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Ask your agent what changed in UMBMX

This stock 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UMBMX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for UMBMX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UMBMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.