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Disclosery

UMAR INNOVATOR ETFS TRUST

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ETF (fund)

86 managers (86 13F filers) reported a position in UMAR shares at 2026-06-30, 3,692,209 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
86
13F filers
86
New
8
Added
18
Reduced
28
Sold out
4
Shares held by filers
3,692,209

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management1,323,889$55.9M0.56%+1,299,52313F-HRTimelineGroup
Lantz Financial LLC202,575$8.56M1.57%-2,87213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC195,559$8.26M0.93%+3,22413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …151,740$6.41M0.32%+6,31113F-HRTimeline
Caliber Wealth Management, LLC / KS138,550$5.85M0.57%013F-HRTimeline
MGO ONE SEVEN LLC137,136$5.79M0.1%-35,00913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC110,345$4.66M0.02%-19,70413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,845$4.22M<0.01%+9,51913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,325$3.94M<0.01%-15,75013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC78,154$3.3M<0.01%-16,13213F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC71,144$3.01M0.77%-5,95113F-HRTimeline
Cetera Investment Advisers58,491$2.47M<0.01%-4,13213F-HRTimeline
Berger Financial Group, Inc57,494$2.43M0.12%-41313F-HRTimeline
Kellett Wealth Advisors, LLC45,856$1.94M0.9%-2,03713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,397$1.83M<0.01%+27,07013F-HRTimelineGroup
WealthPlan Investment Management, LLC36,872$1.56M0.08%-2,70613F-HRTimeline
OLD MISSION CAPITAL LLC34,969$1.48M0.04%+21,51713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,451$1.46M<0.01%-3,71413F-HRTimelineGroup
Arax Advisory Partners33,000$1.39M0.01%+16,50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,959$1.31M0.04%-4,33713F-HRTimelineGroup
MBL Wealth, LLC30,365$1.28M0.09%-50013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,831$1.22M<0.01%+20013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,047$1.1M<0.01%+10,99513F-HRTimeline
IMG Wealth Management, Inc.24,477$1.03M0.58%+3,16713F-HRTimeline
Impact Partnership Wealth, LLC24,329$1.03M0.1%+1,85813F-HRTimeline
Foundations Investment Advisors, LLC23,833$1.01M0.01%+1,56513F-HRTimeline
Archer Investment Corp23,747$1M0.19%-81013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC22,775$962K0.11%013F-HRTimeline
Arete Wealth Advisors, LLC22,686$958K0.06%+3,65513F-HR/ATimeline
Kovack Advisors, Inc.21,151$894K0.04%-14413F-HRTimeline
SteelPeak Wealth, LLC19,899$841K0.02%new13F-HRTimeline
HighTower Advisors, LLC19,520$825K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC19,097$806K0.19%013F-HRTimeline
Advisory Services Network, LLC17,700$748K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…17,190$726K<0.01%-1,56513F-HR/ATimeline
WEDBUSH SECURITIES INC16,525$698K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.15,827$669K0.03%-1,26013F-HRTimeline
Ballast Rock Private Wealth LLC14,499$613K0.28%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC14,416$609K0.28%-1,26813F-HRTimeline
Arkadios Wealth Advisors14,365$607K0.01%new13F-HRTimeline
WealthPLAN Partners, LLC13,746$581K0.11%-2,15513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,489$570K0.01%013F-HRTimeline
Trek Financial, LLC12,757$539K0.03%+1,44413F-HRTimeline
LPL Financial LLC11,751$496K<0.01%+16113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,721$495K<0.01%+10,42313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,528$487K<0.01%-5013F-HRTimelineGroup
CRA Financial Services, LLC11,255$475K0.05%013F-HRTimeline
BCS Wealth Management10,718$453K0.08%013F-HRTimeline
Sound Portfolio Advisors, LLC10,398$439K0.31%-76613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,952$420K0.03%+2,87113F-HRTimeline
Strategic Blueprint, LLC9,833$415K0.02%013F-HRTimeline
Madison Wealth Partners, Inc8,596$363K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC8,429$356K0.01%013F-HRTimeline
Retirement Planning Group, LLC8,303$351K0.01%013F-HRTimeline
Sonoma Allocations LLC8,025$339K0.11%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,726$326K0.03%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.7,536$318K0.14%-3,55013F-HRTimeline
Allie Family Office LLC7,457$315K0.12%013F-HR/ATimeline
AE Wealth Management LLC7,291$308K<0.01%-70613F-HRTimeline
Aptus Capital Advisors, LLC7,220$305K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,220$305K0.02%013F-HRTimeline
NewCorp Financial Services, Inc.7,131$301K0.23%-40113F-HRTimeline
Occidental Asset Management, LLC6,834$289K0.03%013F-HRTimeline
BFI Wealth Solutions, LLC6,600$279K0.21%013F-HRTimeline
Advance Capital Management, Inc.6,576$278K0.01%+6613F-HRTimeline
Savvy Advisors, Inc.6,448$272K0.01%-8513F-HRTimeline
Golden Reserve Retirement LLC5,900$249K0.04%013F-HRTimeline
Chris Bulman Inc5,680$240K0.09%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,606$237K0.04%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,379$227K0.03%013F-HRTimeline
Three Seasons Wealth, LLC5,216$220K0.02%013F-HRTimeline
SIGNATUREFD, LLC4,923$208K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,867$206K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.3,914$165K0.05%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,406$144K0.06%new13F-HRTimeline
Financial Network Wealth Advisors LLC3,146$133K0.13%013F-HRTimeline
WealthShield Partners, LLC2,947$124K0.02%-39813F-HRTimeline
Farther Finance Advisors, LLC2,158$91.2K<0.01%-5,00013F-HRTimeline
Steward Partners Investment Advisory, L…1,482$62.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,298$54.8K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC807$34.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…483$20.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC476$20.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…407$17.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.369$15.6K<0.01%-113F-HRTimeline
Larson Financial Group LLC175$7.39K<0.01%013F-HRTimeline