HoldingsChannel.com
| 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 |
| Worth Financial Advisory Group LLC | 81,315 | $2,656 | 03/31/2024 |
| UMAR | 81,315 | $2,656 | 03/31/2024 |
| Commonwealth Equity Services LLC | 67,230 | $2,196 | 03/31/2024 |
| UMAR | 67,230 | $2,196 | 03/31/2024 |
| Advisor Group Holdings Inc. | 60,054 | $1,898 | 12/31/2023 |
| UMAR | 60,054 | $1,898 | 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 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 41,184 | $1,345 | 03/31/2024 |
| UMAR | 41,184 | $1,345 | 03/31/2024 |
| Archer Investment Corp | 41,141 | $1,300 | 12/31/2023 |
| UMAR | 41,141 | $1,300 | 12/31/2023 |
| Spire Wealth Management | 32,195 | $1,051 | 03/31/2024 |
| UMAR | 32,195 | $1,051 | 03/31/2024 |
| Truist Financial Corp | 32,861 | $1,038 | 12/31/2023 |
| UMAR | 32,861 | $1,038 | 12/31/2023 |
| Sigma Planning Corp | 23,525 | $768 | 03/31/2024 |
| UMAR | 23,525 | $768 | 03/31/2024 |
| 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 |
| Cambridge Investment Research Advisors Inc. | 17,355 | $567 | 03/31/2024 |
| UMAR | 17,355 | $567 | 03/31/2024 |
| 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 |
| 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 |
| Chicago Partners Investment Group LLC | 11,649 | $374 | 03/31/2024 |
| UMAR | 11,649 | $374 | 03/31/2024 |
| 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 |
| Visionary Wealth Advisors | 9,159 | $289 | 12/31/2023 |
| UMAR | 9,159 | $289 | 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 | $59 | 03/31/2024 |
| UMAR | 1,800 | $59 | 03/31/2024 |
| 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 |
| Capital Investment Advisory Services LLC | 775 | $25 | 03/31/2024 |
| UMAR | 775 | $25 | 03/31/2024 |
| Harbour Investments Inc. | 725 | $23 | 12/31/2023 |
| UMAR | 725 | $23 | 12/31/2023 |
| Larson Financial Group LLC | 240 | $8 | 03/31/2024 |
| UMAR | 240 | $8 | 03/31/2024 |
| CGC Financial Services LLC | 22 | $1 | 03/31/2024 |
| UMAR | 22 | $1 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| UMAR | 0 | $0 | 03/31/2024 |
See All: Funds Holding UMAR
See Details: Top 10 Hedge Funds Holding UMAR
Also See: UMAR Holdings Changes
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