UMAY(UMAY)
UMAY
Institutional Ownership
Top 70 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Brookstone Capital Management | 1.47M | Jun 30, 26 | +1.44M | 95.10% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 164.60K | Jun 30, 26 | +7.70K | 10.66% |
| Cerity Partners LLC | 83.65K | Jun 30, 26 | +83.65K | 5.42% |
| ADVISOR GROUP HOLDINGS, INC. | 66.11K | Jun 30, 26 | +26.99K | 4.28% |
| CENTRAL VALLEY ADVISORS, LLC | 65.20K | Jun 30, 26 | +10.00K | 4.22% |
| ENVESTNET ASSET MANAGEMENT INC | 63.06K | Jun 30, 26 | +28.26K | 4.08% |
| Kestra Advisory Services, LLC | 57.84K | Jun 30, 26 | -10.11K | 3.75% |
| Spire Wealth Management | 57.66K | Jun 30, 26 | +31.80K | 3.73% |
| Cetera Investment Advisers | 56.24K | Jun 30, 26 | +19.44K | 3.64% |
| COMMONWEALTH EQUITY SERVICES, LLC | 54.40K | Jun 30, 26 | +14.54K | 3.52% |
| Castle Rock Wealth Management, LLC | 47.34K | Jun 30, 26 | -1.48K | 3.07% |
| KFG WEALTH MANAGEMENT, LLC | 44.69K | Jun 30, 26 | +20.12K | 2.89% |
| O'Connor Financial Group LLC | 33.34K | Jun 30, 26 | +33.34K | 2.16% |
| Wood Tarver Financial Group, LLC | 32.79K | Jun 30, 26 | +21.86K | 2.12% |
| Lantz Financial LLC | 29.94K | Jun 30, 26 | +29.94K | 1.94% |
| MML INVESTORS SERVICES, LLC | 27.78K | Jun 30, 26 | +17.83K | 1.80% |
| OLD MISSION CAPITAL LLC | 24.23K | Jun 30, 26 | -13.55K | 1.57% |
| Foundations Investment Advisors, LLC | 23.70K | Jun 30, 26 | +2.92K | 1.53% |
| TRUIST FINANCIAL CORP | 23.14K | Jun 30, 26 | -1.83K | 1.50% |
| Steel Peak Wealth Management LLC | 21.98K | Jun 30, 26 | +21.98K | 1.42% |
| Trek Financial, LLC | 19.20K | Jun 30, 26 | +19.20K | 1.24% |
| LPL Financial LLC | 19.04K | Jun 30, 26 | -1.09K | 1.23% |
| RAYMOND JAMES FINANCIAL INC | 18.88K | Jun 30, 26 | -16.28K | 1.22% |
| MONEY CONCEPTS CAPITAL CORP | 18.25K | Jun 30, 26 | +18.25K | 1.18% |
| CITADEL ADVISORS LLC | 16.90K | Jun 30, 26 | -5.19K | 1.09% |
| Arkadios Wealth Advisors | 15.96K | Jun 30, 26 | +15.96K | 1.03% |
| Merit Financial Group, LLC | 15.67K | Jun 30, 26 | -- | 1.01% |
| Atria Investments, Inc | 15.44K | Jun 30, 26 | +15.44K | 1.00% |
| Allworth Financial LP | 15.36K | Jun 30, 26 | -- | 0.99% |
| MILESTONE ASSET MANAGEMENT, LLC | 13.41K | Jun 30, 26 | -618 | 0.87% |
| Advisory Services Network, LLC | 13.11K | Jun 30, 26 | +10.04K | 0.85% |
| IMG Wealth Management, Inc. | 11.40K | Jun 30, 26 | +334 | 0.74% |
| Wealth Alliance | 11.22K | Jun 30, 26 | -- | 0.73% |
| MORGAN STANLEY | 9.55K | Jun 30, 26 | +9.55K | 0.62% |
| Virtue Capital Management, LLC | 9.20K | Jun 30, 26 | +9.20K | 0.60% |
| Steward Partners Investment Advisory, LLC | 9.19K | Jun 30, 26 | -- | 0.60% |
| AE Wealth Management LLC | 8.98K | Jun 30, 26 | +305 | 0.58% |
| Beacon Pointe Advisors, LLC | 7.75K | Jun 30, 26 | +7.75K | 0.50% |
| Allegiance Financial Group Advisory Services LLC | 7.36K | Jun 30, 26 | -- | 0.48% |
| Strategic Blueprint, LLC | 7.35K | Jun 30, 26 | -- | 0.48% |
| WealthShield Partners, LLC | 6.84K | Jun 30, 26 | +6.37K | 0.44% |
| Sequoia Financial Advisors, LLC | 6.53K | Jun 30, 26 | +6.53K | 0.42% |
| Chris Bulman Inc | 6.31K | Jun 30, 26 | +6.31K | 0.41% |
| ROYAL BANK OF CANADA | 5.77K | Jun 30, 26 | -- | 0.37% |
| Bedel Financial Consulting, Inc. | 5.72K | Jun 30, 26 | -- | 0.37% |
| Foundry Financial Group, Inc. | 5.38K | Jun 30, 26 | +5.38K | 0.35% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.36K | Jun 30, 26 | +5.36K | 0.35% |
| FOUNDERS FINANCIAL SECURITIES LLC | 5.33K | Jun 30, 26 | +5.33K | 0.35% |
| Savvy Advisors, Inc. | 5.31K | Jun 30, 26 | -414 | 0.34% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 4.36K | Jun 30, 26 | +4.36K | 0.28% |
| Capital Investment Advisory Services, LLC | 3.20K | Jun 30, 26 | -- | 0.21% |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.31K | Jun 30, 26 | +1.71K | 0.15% |
| Continuum Advisory, LLC | 1.63K | Jun 30, 26 | +1.63K | 0.11% |
| Noble Wealth Management PBC | 700 | Jun 30, 26 | -- | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 527 | Jun 30, 26 | +527 | 0.03% |
| Archer Investment Corp | 467 | Jun 30, 26 | +117 | 0.03% |
| Financial Network Wealth Advisors LLC | 462 | Jun 30, 26 | -- | 0.03% |
| CoreCap Advisors, LLC | 449 | Jun 30, 26 | +116 | 0.03% |
| Larson Financial Group LLC | 186 | Jun 30, 26 | -- | 0.01% |
| Keating Financial Advisory Services, Inc. | 62 | Jun 30, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -51.99K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -3.59K | -- |
| UBS Group AG | -- | Jun 30, 26 | -278 | -- |
| CWM, LLC | 300 | Mar 31, 26 | -- | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 13.88K | Sep 30, 24 | -- | 0.90% |
| Cetera Advisor Networks LLC | 35.83K | Mar 31, 24 | -590 | 2.32% |
| Cetera Advisors LLC | 10.44K | Mar 31, 24 | +538 | 0.68% |
| Truadvice, LLC | 17.91K | Sep 30, 23 | -2.38K | 1.16% |
| Hoover Financial Advisors, Inc. | 213.07K | Jun 30, 21 | +7.16K | 13.80% |
| OLD MISSION CAPITAL, LLC | 18.29K | Dec 31, 20 | +18.29K | 1.18% |