HoldingsChannel.com
On this page, we present all of the funds holding UMAR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UMAR, with a link to that fund's top holdings. The next columns indicate the amount of UMAR stock held by each of the funds holding UMAR, followed by the UMAR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding UMAR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Advance Capital Management Inc.. For more details on the positions held by Advance Capital Management Inc. (or by any of the other funds holding UMAR), click the fund name in the "Holder" column of the funds-holding-UMAR table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Advance Capital Management Inc. | 1,128,149 | $36,845 | 03/31/2024 |
| UMAR | 1,128,149 | $36,845 | 03/31/2024 |
| Brookstone Capital Management | 558,394 | $18,237 | 03/31/2024 |
| UMAR | 558,394 | $18,237 | 03/31/2024 |
| Central Valley Advisors LLC | 250,353 | $8,177 | 03/31/2024 |
| UMAR | 250,353 | $8,177 | 03/31/2024 |
| KFG Wealth Management LLC | 90,548 | $2,957 | 03/31/2024 |
| UMAR | 90,548 | $2,957 | 03/31/2024 |
| Advisor Group Holdings Inc. | 60,054 | $1,898 | 12/31/2023 |
| UMAR | 60,054 | $1,898 | 12/31/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 47,965 | $1,516 | 12/31/2023 |
| UMAR | 47,965 | $1,516 | 12/31/2023 |
| Donald L. Hagan LLC | 45,807 | $1,496 | 03/31/2024 |
| UMAR | 45,807 | $1,496 | 03/31/2024 |
| Berger Financial Group Inc | 43,855 | $1,432 | 03/31/2024 |
| UMAR | 43,855 | $1,432 | 03/31/2024 |
| Archer Investment Corp | 41,141 | $1,300 | 12/31/2023 |
| UMAR | 41,141 | $1,300 | 12/31/2023 |
| Truist Financial Corp | 32,861 | $1,038 | 12/31/2023 |
| UMAR | 32,861 | $1,038 | 12/31/2023 |
| Commonwealth Equity Services LLC | 31,670 | $1,001 | 12/31/2023 |
| UMAR | 31,670 | $1,001 | 12/31/2023 |
| Susquehanna International Group LLP | 23,792 | $752 | 12/31/2023 |
| UMAR | 23,792 | $752 | 12/31/2023 |
| OLD Mission Capital LLC | 18,393 | $581 | 12/31/2023 |
| UMAR | 18,393 | $581 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 16,237 | $530 | 03/31/2024 |
| UMAR | 16,237 | $530 | 03/31/2024 |
| Townsquare Capital LLC | 14,224 | $449 | 12/31/2023 |
| UMAR | 14,224 | $449 | 12/31/2023 |
| Arete Wealth Advisors LLC | 13,640 | $431 | 12/31/2023 |
| UMAR | 13,640 | $431 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 12,868 | $407 | 12/31/2023 |
| UMAR | 12,868 | $407 | 12/31/2023 |
| Citadel Advisors LLC | 12,802 | $405 | 12/31/2023 |
| UMAR | 12,802 | $405 | 12/31/2023 |
| Envestnet Asset Management Inc. | 12,791 | $404 | 12/31/2023 |
| UMAR | 12,791 | $404 | 12/31/2023 |
| RFG Advisory LLC | 11,153 | $364 | 03/31/2024 |
| UMAR | 11,153 | $364 | 03/31/2024 |
| BCS Wealth Management | 10,718 | $350 | 03/31/2024 |
| UMAR | 10,718 | $350 | 03/31/2024 |
| Retirement Planning Group | 10,275 | $336 | 03/31/2024 |
| UMAR | 10,275 | $336 | 03/31/2024 |
| Spire Wealth Management | 10,387 | $330 | 12/31/2023 |
| UMAR | 10,387 | $330 | 12/31/2023 |
| Visionary Wealth Advisors | 9,159 | $289 | 12/31/2023 |
| UMAR | 9,159 | $289 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 8,793 | $280 | 12/31/2023 |
| UMAR | 8,793 | $280 | 12/31/2023 |
| HighTower Advisors LLC | 8,852 | $279 | 12/31/2023 |
| UMAR | 8,852 | $279 | 12/31/2023 |
| Milestone Asset Management LLC | 8,264 | $270 | 03/31/2024 |
| UMAR | 8,264 | $270 | 03/31/2024 |
| Foundations Investment Advisors LLC | 8,264 | $263 | 12/31/2023 |
| UMAR | 8,264 | $263 | 12/31/2023 |
| Royal Bank of Canada | 8,250 | $261 | 12/31/2023 |
| UMAR | 8,250 | $261 | 12/31/2023 |
| Occidental Asset Management LLC | 6,218 | $203 | 03/31/2024 |
| UMAR | 6,218 | $203 | 03/31/2024 |
| SILVER OAK SECURITIES Inc | 6,362 | $201 | 12/31/2023 |
| UMAR | 6,362 | $201 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 5,400 | $171 | 12/31/2023 |
| UMAR | 5,400 | $171 | 12/31/2023 |
| Atticus Wealth Management LLC | 1,940 | $63 | 03/31/2024 |
| UMAR | 1,940 | $63 | 03/31/2024 |
| Castleview Partners LLC | 1,983 | $63 | 12/31/2023 |
| UMAR | 1,983 | $63 | 12/31/2023 |
| WealthShield Partners LLC | 1,800 | $57 | 12/31/2023 |
| UMAR | 1,800 | $57 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 1,220 | $40 | 03/31/2024 |
| UMAR | 1,220 | $40 | 03/31/2024 |
| UBS Group AG | 817 | $26 | 12/31/2023 |
| UMAR | 817 | $26 | 12/31/2023 |
| Harbour Investments Inc. | 725 | $23 | 12/31/2023 |
| UMAR | 725 | $23 | 12/31/2023 |
| Larson Financial Group LLC | 240 | $8 | 12/31/2023 |
| UMAR | 240 | $8 | 12/31/2023 |
| CGC Financial Services LLC | 22 | $1 | 03/31/2024 |
| UMAR | 22 | $1 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| UMAR | 0 | $0 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 7 | $0 | 12/31/2023 |
| UMAR | 7 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UMAR
See Details: Top 10 Hedge Funds Holding UMAR
Also See: UMAR Holdings Changes
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