| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $50.6M | 3.51M | Added | Q1 2026 |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $48.8M | 3.38M | New | Q1 2026 |
| 3 | Point72 Asset Management, L.P. | $2.8M | 191.3K | Reduced | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $1.3M | 93.1K | Added | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Mitchell William Edward | Director | Buy (P) | 133 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 3 funds | $177.9B |
| MICROSOFT CORPMSFT | 3 funds | $114.6B |
| AMAZON COM INCAMZN | 3 funds | $84.0B |
| ALPHABET INCGOOGL | 3 funds | $66.1B |
| BROADCOM INCAVGO | 3 funds | $60.9B |
| ALPHABET INCGOOG | 3 funds | $54.0B |
| META PLATFORMS INCMETA | 3 funds | $52.2B |
| EXXON MOBIL CORPXOM | 3 funds | $36.5B |
| ELI LILLY & COLLY | 3 funds | $33.1B |
| CHEVRON CORPORATIONCVX | 3 funds | $32.2B |
| VISA INCV | 3 funds | $25.3B |
| LOCKHEED MARTIN CORPLMT | 3 funds | $20.3B |
Ranked by how many of UMH's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UMH. 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.