Who owns UMAR
Which tracked institutional funds hold UMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UMAR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
16 tracked funds added or opened UMAR while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UMAR’s largest tracked holder by dollar value, Talon Private Wealth, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UMAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 82 tracked filers holding UMAR, 47 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UMAR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Caliber Wealth Management, LLC / KS$6M
- Kellett Wealth Advisors, LLC$2M
- RIVERCHASE WEALTH MANAGEMENT, LLC$623K
Largest adds
- RAYMOND JAMES FINANCIAL INC$3M
- KFG WEALTH MANAGEMENT, LLC$2M
- Kestra Advisory Services, LLC$2M
- Berger Financial Group, Inc$1M
- Kovack Advisors, Inc.$845K
- ENVESTNET ASSET MANAGEMENT INC$718K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- OLD MISSION CAPITAL LLC$866K
- TRUIST FINANCIAL CORP$671K
- MGO ONE SEVEN LLC$601K
- BCS Wealth Management$430K
- WealthPLAN Partners, LLC$328K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Lantz Financial LLC added | 205,447 | $8M | 5.9% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 192,335 | $8M | 5.5% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 172,145 | $7M | 4.9% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 145,429 | $6M | 4.2% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS new | 138,550 | $6M | 4.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 130,049 | $5M | 3.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 109,075 | $4M | 3.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 94,286 | $4M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 90,326 | $4M | 2.6% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 77,095 | $3M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers added | 62,623 | $2M | 1.8% | 2026-Q1 |
| Berger Financial Group, Inc added | 57,907 | $2M | 1.7% | 2026-Q1 |
| Kellett Wealth Advisors, LLC new | 47,893 | $2M | 1.4% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 39,578 | $2M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,165 | $2M | 1.1% | 2026-Q1 |
| Spire Wealth Management trimmed | 35,296 | $1M | 1.0% | 2026-Q1 |
| MBL Wealth, LLC added | 30,865 | $1M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 28,631 | $1M | 0.8% | 2026-Q1 |
| Archer Investment Corp added | 24,557 | $976K | 0.7% | 2026-Q1 |
| Brookstone Capital Management trimmed | 24,366 | $968K | 0.7% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 22,775 | $905K | 0.7% | 2026-Q1 |
| Impact Partnership Wealth, LLC trimmed | 22,471 | $893K | 0.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 22,268 | $885K | 0.6% | 2026-Q1 |
| IMG Wealth Management, Inc. added | 21,310 | $847K | 0.6% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 21,295 | $846K | 0.6% | 2026-Q1 |
| Wood Tarver Financial Group, LLC | 19,097 | $758K | 0.5% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 19,031 | $756K | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,755 | $745K | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 17,700 | $703K | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 17,087 | $679K | 0.5% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 16,525 | $657K | 0.5% | 2026-Q1 |
| Arax Advisory Partners added | 16,500 | $656K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,327 | $649K | 0.5% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 15,901 | $632K | 0.5% | 2026-Q1 |
| RIVERCHASE WEALTH MANAGEMENT, LLC new | 15,684 | $623K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 15,052 | $598K | 0.4% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 14,499 | $576K | 0.4% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 13,489 | $536K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,452 | $535K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 11,590 | $461K | 0.3% | 2026-Q1 |
| Focus Partners Wealth | 11,578 | $460K | 0.3% | 2026-Q1 |
| Trek Financial, LLC trimmed | 11,313 | $450K | 0.3% | 2026-Q1 |
| CRA Financial Services, LLC added | 11,255 | $447K | 0.3% | 2026-Q1 |
| Sound Portfolio Advisors, LLC trimmed | 11,164 | $444K | 0.3% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. added | 11,086 | $441K | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 10,718 | $426K | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC | 9,833 | $391K | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 8,429 | $348K | 0.3% | 2026-Q1 |
| Retirement Planning Group, LLC | 8,303 | $330K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 7,997 | $318K | 0.2% | 2026-Q1 |
| Integrity Advisory Solutions, LLC new | 7,726 | $307K | 0.2% | 2026-Q1 |
| NewCorp Financial Services, Inc. new | 7,532 | $299K | 0.2% | 2026-Q1 |
| Allie Family Office LLC new | 7,457 | $296K | 0.2% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 7,220 | $287K | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 7,220 | $287K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 7,158 | $285K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED | 7,081 | $281K | 0.2% | 2026-Q1 |
| Occidental Asset Management, LLC added | 6,834 | $272K | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 6,600 | $264K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. added | 6,533 | $260K | 0.2% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 6,510 | $259K | 0.2% | 2026-Q1 |
| Golden Reserve Retirement LLC | 5,900 | $234K | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 5,606 | $223K | 0.2% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC trimmed | 5,379 | $214K | 0.2% | 2026-Q1 |
| Three Seasons Wealth, LLC new | 5,216 | $207K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC new | 4,923 | $196K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,484 | $176K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 3,914 | $156K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC added | 3,345 | $133K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 3,146 | $125K | 0.1% | 2026-Q1 |
| MAI Capital Management new | 1,910 | $76K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,482 | $59K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 1,298 | $52K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1,298 | $52K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 1,186 | $47K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 807 | $32K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 483 | $19K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 476 | $19K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 407 | $16K | 0.0% | 2026-Q1 |
| Talon Private Wealth, LLC new | 908,363 | $34M | 24.6% | 2025-Q2 stale |
| IHT Wealth Management, LLC trimmed | 83,230 | $3M | 2.3% | 2025-Q2 stale |
| HighTower Advisors, LLC added | 73,185 | $3M | 1.9% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 19,695 | $700K | 0.5% | 2025-Q1 stale |
| SageView Advisory Group, LLC | 16,935 | $646K | 0.5% | 2025-Q2 stale |
| GRIES FINANCIAL LLC | 16,500 | $644K | 0.5% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 14,099 | $550K | 0.4% | 2025-Q3 stale |
| Meridian Wealth Management, LLC trimmed | 13,941 | $544K | 0.4% | 2025-Q3 stale |
| M Holdings Securities, Inc. | 14,277 | $537K | 0.4% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 12,985 | $462K | 0.3% | 2025-Q1 stale |
| Arkadios Wealth Advisors added | 11,143 | $435K | 0.3% | 2025-Q3 stale |
| Garden State Investment Advisory Services LLC | 9,100 | $355K | 0.3% | 2025-Q3 stale |
| NOVUS ADVISORS, LLC new | 8,185 | $291K | 0.2% | 2025-Q1 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC | 7,706 | $274K | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 6,968 | $271K | 0.2% | 2025-Q3 stale |
| Chris Bulman Inc added | 6,038 | $236K | 0.2% | 2025-Q3 stale |
| Hiley Hunt Wealth Management trimmed | 5,066 | $202K | 0.1% | 2025-Q4 stale |
| Stonebridge Financial Group, LLC new | 2,348 | $83K | 0.1% | 2025-Q1 stale |
| ATTICUS WEALTH MANAGEMENT, LLC | 1,940 | $73K | 0.1% | 2025-Q2 stale |
| ROYAL BANK OF CANADA trimmed | 1,495 | $60K | 0.0% | 2025-Q4 stale |
| NorthRock Partners, LLC | 777 | $28K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.