Among active 13F managers last quarter, 4 opened and 3 added, while 4 reduced; the largest holder to move was Fischer Investment Strategies, LLC (+11%). No recent Form 4 insider filings for UMI.
Funds lean in and no leg opposes.
42 tracked 13F filers disclose a position in UMI as of the latest SEC 13F filings, a combined $408.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 6.4M | $373.1M | ▲+10% Added · +590K sh | Q1 2026 | |
| 2 | Fischer Investment Strategies, LLC | 92K | $5.4M | ▲+11% Added · +9K sh | Q2 2026 | |
| 3 | Brookwood Investment Group LLC | 82K | $4.8M | ▼−14% Reduced · −13K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 71K | $4.2M | ▲+256% Added · +51K sh | Q1 2026 | |
| 5 | Insight Wealth Partners, LLC | 57K | $3.4M | ▲+8.9% Added · +5K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 54K | $3.2M | ▼−1.5% Reduced · −834 sh | Q1 2026 | |
| 7 | MML Investors Services, LLC | 50K | $2.9M | ▼−9.0% Reduced · −5K sh | Q2 2026 | |
| 8 | Whittier Trust Co | 42K | $2.4M | ▲14× Added · +39K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 19K | $1.1M | ▼−30% Reduced · −8K sh | Q1 2026 | |
| 10 | Mercer Global Advisors Inc | 18K | $1.1M | ▼−52% Reduced · −20K sh | Q1 2026 | |
| 11 | Mosaic Family Wealth Partners, LLC | 18K | $1.0M | —Held | Q2 2026 | |
| 12 | Dynamic Advisor Solutions LLC | 17K | $982K | ▼−1.9% Reduced · −317 sh | Q2 2026 | |
| 13 | Advisors Asset Management, Inc. | 11K | $666K | ▲+134% Added · +6K sh | Q2 2026 | |
| 14 | Morgan Stanley | 11K | $617K | ▼−1.2% Reduced · −129 sh | Q1 2026 | |
| 15 | Spinnaker Investment Group, LLC | 8K | $496K | —Held | Q2 2026 | |
| 16 | Creative Planning | 6K | $364K | ▲New +6K sh | Q1 2026 | |
| 17 | SageView Advisory Group, LLC | 6K | $365K | —Held | Q2 2026 | |
| 18 | Annex Advisory Services, LLC | 6K | $354K | ▲+0.9% Added · +57 sh | Q2 2026 | |
| 19 | Cascade Financial Partners, LLC | 6K | $351K | ▼−14% Reduced · −986 sh | Q2 2026 | |
| 20 | Diversify Wealth Management, LLC | 5K | $271K | ▲+0.5% Added · +21 sh | Q2 2026 | |
| 21 | Diversify Advisory Services, LLC | 5K | $271K | ▲New +5K sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | 4K | $261K | ▼−70% Reduced · −10K sh | Q2 2026 | |
| 23 | Gladstone Institutional Advisory LLC | 4K | $257K | —Held | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 4K | $252K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 25 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 4K | $213K | ▲New +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.
Last quarter, 4 funds opened a new position in UMI and 3 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 21 funds | $36.5B |
| Apple IncAAPL | 21 funds | $28.9B |
| Microsoft CorpMSFT | 21 funds | $24.6B |
| Alphabet Inc-CL CGOOG | 21 funds | $9.4B |
| Amazon.com IncAMZN | 20 funds | $16.4B |
| Alphabet Inc-CL AGOOGL | 20 funds | $13.8B |
| Meta Platforms Inc-Class AMETA | 20 funds | $7.8B |
| Tesla IncTSLA | 20 funds | $7.6B |
| Johnson & JohnsonJNJ | 20 funds | $5.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $4.6B |
| Abbvie IncABBV | 20 funds | $3.3B |
| Merck & Co. Inc.MRK | 20 funds | $2.7B |
Ranked by how many of UMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UMI.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 9 | 13 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $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.
| Class | 13F holders | Value held |
|---|---|---|
| SDCImc | 109 funds | $260.1M |
| UMIthis pagecommon | 42 funds | $408.9M |
| USGGOLD STRATEGY | 10 funds | $2.7M |
| 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.