38 tracked 13F filers disclose a position in UMI as of the latest SEC 13F filings, a combined $405.7M 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 | HighTower Advisors, LLC | $373.1M | 6.4M | ▲+10% Added · +590K sh | Q1 2026 | |
| 2 | FISCHER INVESTMENT STRATEGIES, LLC | $5.4M | 92K | ▲+11% Added · +9K sh | Q2 2026 | |
| 3 | Brookwood Investment Group LLC | $4.8M | 82K | ▼−14% Reduced · −13K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 71K | ▲+256% Added · +51K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $3.2M | 55K | ▲+523% Added · +46K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $3.2M | 54K | ▼−1.5% Reduced · −834 sh | Q1 2026 | |
| 7 | WHITTIER TRUST CO | $2.4M | 42K | ▲14× Added · +39K sh | Q2 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 19K | ▼−30% Reduced · −8K sh | Q1 2026 | |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 18K | ▼−52% Reduced · −20K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $1.1M | 18K | ▲+10% Added · +2K sh | Q1 2026 | |
| 11 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.0M | 18K | —Held | Q2 2026 | |
| 12 | Dynamic Advisor Solutions LLC | $982K | 17K | ▼−1.9% Reduced · −317 sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $617K | 11K | ▼−1.2% Reduced · −129 sh | Q1 2026 | |
| 14 | Spinnaker Investment Group, LLC | $496K | 8K | —Held | Q2 2026 | |
| 15 | Creative Planning | $364K | 6K | ▲New +6K sh | Q1 2026 | |
| 16 | Annex Advisory Services, LLC | $354K | 6K | ▲+0.9% Added · +57 sh | Q2 2026 | |
| 17 | Advisors Asset Management, Inc. | $283K | 5K | ▲New +5K sh | Q1 2026 | |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | $271K | 5K | ▲+0.5% Added · +21 sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | $261K | 4K | ▼−70% Reduced · −10K sh | Q2 2026 | |
| 20 | Gladstone Institutional Advisory LLC | $257K | 4K | —Held | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $252K | 4K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 22 | TWO SIGMA SECURITIES, LLC | $216K | 4K | ▲New +4K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $213K | 4K | ▲New +4K sh | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $213K | 4K | —Held | Q1 2026 | |
| 25 | Atlantic Union Bankshares Corp | $64K | 1K | ▲+0.7% Added · +8 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.
Last quarter, 4 funds opened a new position in UMI and 3 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 | 19 funds | $39.1B |
| APPLE INCAAPL | 19 funds | $29.5B |
| ALPHABET INC-CL CGOOG | 19 funds | $9.8B |
| MICROSOFT CORPMSFT | 18 funds | $25.3B |
| AMAZON.COM INCAMZN | 18 funds | $17.8B |
| ALPHABET INC-CL AGOOGL | 18 funds | $14.4B |
| TESLA INCTSLA | 18 funds | $8.3B |
| JOHNSON & JOHNSONJNJ | 18 funds | $5.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $5.1B |
| WALMART INCWMT | 18 funds | $3.8B |
| MERCK & CO. INC.MRK | 18 funds | $3.1B |
| GENERAL ELECTRICGE | 18 funds | $2.6B |
Ranked by how many of UMI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SDCImc | 96 funds | $233.4M |
| UMIthis pagecommon | 38 funds | $405.7M |
| USGGOLD STRATEGY | 10 funds | $2.4M |
| ZSCUSCF SUSTAINABLE | 3 funds | $840K |
| 90290T841SUSTAINABLE BAT | 2 funds | $1.3M |
| UDIDIVIDEND INC FD | 2 funds | $1.1M |
| 90290T874ENERGY COMMODITY | 1 funds | $712K |
| 90290T767OIL PLUS BITCOIN | 1 funds | $1K |
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 UMI
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UMI/capital-change-brief"
Use Arkolith's capital_change_brief for UMI. 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 UMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.