HoldingsChannel.com
On this page, we present all of the funds holding UMAY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UMAY, with a link to that fund's top holdings. The next columns indicate the amount of UMAY stock held by each of the funds holding UMAY, followed by the UMAY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 45 funds holding UMAY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Tradition Wealth Management LLC. For more details on the positions held by Tradition Wealth Management LLC (or by any of the other funds holding UMAY), click the fund name in the "Holder" column of the funds-holding-UMAY table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Tradition Wealth Management LLC | 791,870 | $23,926 | 12/31/2023 |
| UMAY | 791,870 | $23,926 | 12/31/2023 |
| Outlook Wealth Advisors LLC | 222,010 | $6,529 | 12/31/2023 |
| UMAY | 222,010 | $6,529 | 12/31/2023 |
| Commonwealth Equity Services LLC | 81,584 | $2,399 | 12/31/2023 |
| UMAY | 81,584 | $2,399 | 12/31/2023 |
| Castle Rock Wealth Management LLC | 65,836 | $1,930 | 12/31/2023 |
| UMAY | 65,836 | $1,930 | 12/31/2023 |
| Advisor Group Holdings Inc. | 64,045 | $1,883 | 12/31/2023 |
| UMAY | 64,045 | $1,883 | 12/31/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 55,216 | $1,624 | 12/31/2023 |
| UMAY | 55,216 | $1,624 | 12/31/2023 |
| OLD Mission Capital LLC | 45,133 | $1,327 | 12/31/2023 |
| UMAY | 45,133 | $1,327 | 12/31/2023 |
| KFG Wealth Management LLC | 42,559 | $1,252 | 12/31/2023 |
| UMAY | 42,559 | $1,252 | 12/31/2023 |
| Kestra Advisory Services LLC | 41,071 | $1,208 | 12/31/2023 |
| UMAY | 41,071 | $1,208 | 12/31/2023 |
| HighTower Advisors LLC | 39,019 | $1,148 | 12/31/2023 |
| UMAY | 39,019 | $1,148 | 12/31/2023 |
| Truist Financial Corp | 37,770 | $1,111 | 12/31/2023 |
| UMAY | 37,770 | $1,111 | 12/31/2023 |
| Envestnet Asset Management Inc. | 37,028 | $1,089 | 12/31/2023 |
| UMAY | 37,028 | $1,089 | 12/31/2023 |
| Cetera Advisor Networks LLC | 36,424 | $1,071 | 12/31/2023 |
| UMAY | 36,424 | $1,071 | 12/31/2023 |
| Brookstone Capital Management | 33,702 | $1,020 | 03/31/2024 |
| UMAY | 33,702 | $1,020 | 03/31/2024 |
| Worth Financial Advisory Group LLC | 29,234 | $860 | 12/31/2023 |
| UMAY | 29,234 | $860 | 12/31/2023 |
| Citadel Advisors LLC | 22,390 | $658 | 12/31/2023 |
| UMAY | 22,390 | $658 | 12/31/2023 |
| Strategic Blueprint LLC | 21,950 | $646 | 12/31/2023 |
| UMAY | 21,950 | $646 | 12/31/2023 |
| MML Investors Services LLC | 17,260 | $508 | 12/31/2023 |
| UMAY | 17,260 | $508 | 12/31/2023 |
| LPL Financial LLC | 16,398 | $482 | 12/31/2023 |
| UMAY | 16,398 | $482 | 12/31/2023 |
| Wealth Alliance | 15,703 | $462 | 12/31/2023 |
| UMAY | 15,703 | $462 | 12/31/2023 |
| Harbour Investments Inc. | 15,670 | $461 | 12/31/2023 |
| UMAY | 15,670 | $461 | 12/31/2023 |
| Foundations Investment Advisors LLC | 15,190 | $452 | 12/31/2023 |
| UMAY | 15,190 | $452 | 12/31/2023 |
| Milestone Asset Management LLC | 15,190 | $447 | 12/31/2023 |
| UMAY | 15,190 | $447 | 12/31/2023 |
| We Are One Seven LLC | 15,100 | $444 | 12/31/2023 |
| UMAY | 15,100 | $444 | 12/31/2023 |
| Arete Wealth Advisors LLC | 14,858 | $437 | 12/31/2023 |
| UMAY | 14,858 | $437 | 12/31/2023 |
| Retirement Guys Formula LLC | 11,729 | $345 | 12/31/2023 |
| UMAY | 11,729 | $345 | 12/31/2023 |
| Money Concepts Capital Corp | 11,546 | $340 | 12/31/2023 |
| UMAY | 11,546 | $340 | 12/31/2023 |
| Susquehanna International Group LLP | 11,570 | $340 | 12/31/2023 |
| UMAY | 11,570 | $340 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 9,881 | $291 | 12/31/2023 |
| UMAY | 9,881 | $291 | 12/31/2023 |
| Cetera Advisors LLC | 9,902 | $291 | 12/31/2023 |
| UMAY | 9,902 | $291 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 9,194 | $270 | 12/31/2023 |
| UMAY | 9,194 | $270 | 12/31/2023 |
| Royal Bank of Canada | 9,056 | $266 | 12/31/2023 |
| UMAY | 9,056 | $266 | 12/31/2023 |
| GWM Advisors LLC | 7,965 | $237 | 12/31/2023 |
| UMAY | 7,965 | $237 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 7,572 | $223 | 12/31/2023 |
| UMAY | 7,572 | $223 | 12/31/2023 |
| Allegiance Financial Group Advisory Services LLC | 7,355 | $216 | 12/31/2023 |
| UMAY | 7,355 | $216 | 12/31/2023 |
| Janney Montgomery Scott LLC | 7,260 | $214 | 12/31/2023 |
| UMAY | 7,260 | $214 | 12/31/2023 |
| Archer Investment Corp | 4,951 | $146 | 12/31/2023 |
| UMAY | 4,951 | $146 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 3,525 | $104 | 12/31/2023 |
| UMAY | 3,525 | $104 | 12/31/2023 |
| Advisory Services Network LLC | 2,039 | $60 | 12/31/2023 |
| UMAY | 2,039 | $60 | 12/31/2023 |
| Castleview Partners LLC | 1,794 | $53 | 12/31/2023 |
| UMAY | 1,794 | $53 | 12/31/2023 |
| IFP Advisors Inc | 1,238 | $36 | 12/31/2023 |
| UMAY | 1,238 | $36 | 12/31/2023 |
| UBS Group AG | 1,057 | $31 | 12/31/2023 |
| UMAY | 1,057 | $31 | 12/31/2023 |
| Spire Wealth Management | 1,050 | $31 | 12/31/2023 |
| UMAY | 1,050 | $31 | 12/31/2023 |
| Larson Financial Group LLC | 814 | $24 | 12/31/2023 |
| UMAY | 814 | $24 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 470 | $14 | 03/31/2024 |
| UMAY | 470 | $14 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| UMAY | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UMAY
See Details: Top 10 Hedge Funds Holding UMAY
Also See: UMAY Holdings Changes
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