30 tracked 13F filers disclose a position in UMMA as of the latest SEC 13F filings, a combined $25.1M 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 | RFG Advisory, LLC | $5.1M | 128K | ▲+11% Added · +13K sh | Q2 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 109K | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.7M | 87K | ▲+85% Added · +40K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $1.9M | 63K | ▼−20% Reduced · −16K sh | Q1 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 50K | ▲+25% Added · +10K sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 50K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $1.9M | 48K | —Held | Q2 2026 | |
| 8 | Apollon Wealth Management, LLC | $1.1M | 36K | ▲+27% Added · +8K sh | Q1 2026 | |
| 9 | Farther Finance Advisors, LLC | $755K | 24K | ▲~0% Added · +5 sh | Q1 2026 | |
| 10 | SageOak Financial, LLC | $932K | 24K | ▼−5.2% Reduced · −1K sh | Q2 2026 | |
| 11 | Purpose Unlimited Inc. | $456K | 15K | ▲+1.2% Added · +175 sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $430K | 14K | ▼−5.4% Reduced · −802 sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $363K | 12K | ▲+44% Added · +4K sh | Q1 2026 | |
| 14 | REGIONS FINANCIAL CORP | $344K | 11K | ▲New +11K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $329K | 11K | ▲+12% Added · +1K sh | Q1 2026 | |
| 16 | Financial Engines Advisors L.L.C. | $325K | 11K | ▼−0.5% Reduced · −55 sh | Q1 2026 | |
| 17 | Allworth Financial LP | $305K | 10K | ▲+37% Added · +3K sh | Q1 2026 | |
| 18 | Y.D. More Investments Ltd | $290K | 9K | —Held | Q1 2026 | |
| 19 | Valeo Financial Advisors, LLC | $336K | 9K | ▲New +9K sh | Q2 2026 | |
| 20 | Wealthcare Advisory Partners LLC | $266K | 7K | ▲New +7K sh | Q2 2026 | |
| 21 | FIFTH THIRD BANCORP | $122K | 4K | ▲New +4K sh | Q1 2026 | |
| 22 | UBS Group AG | $107K | 3K | ▲+372% Added · +3K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $113K | 3K | ▲+3.6% Added · +100 sh | Q2 2026 | |
| 24 | Smartleaf Asset Management LLC | $59K | 2K | —Held | Q1 2026 | |
| 25 | NATIONAL BANK OF CANADA /FI/ | $53K | 2K | ▼−3.0% Reduced · −53 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, 2 funds opened a new position in UMMA and 5 added to an existing one, while 2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $8.3B |
| NVIDIA CORPNVDA | 13 funds | $5.5B |
| APPLE INCAAPL | 13 funds | $3.6B |
| AMAZON.COM INCAMZN | 13 funds | $3.5B |
| MICROSOFT CORPMSFT | 13 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 13 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 13 funds | $1.9B |
| BROADCOM INCAVGO | 13 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $1.6B |
Ranked by how many of UMMA'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/UMMA/capital-change-brief"
Use Arkolith's capital_change_brief for UMMA. 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 UMMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.