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Disclosery

UMAR INNOVATOR ETFS TRUST

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ETF (fund)

69 managers (69 13F filers) reported a position in UMAR shares at 2025-03-31, 1,890,949 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
69
13F filers
69
New
19
Added
20
Reduced
14
Sold out
10
Shares held by filers
1,890,949

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MGO ONE SEVEN LLC253,417$9.01M0.35%-23,56013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC130,878$4.65M0.85%+59,72513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …123,678$4.4M0.35%+14,80213F-HRTimeline
IHT Wealth Management, LLC102,699$3.68M0.11%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management90,914$3.23M0.1%+62,96013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC83,824$2.98M<0.01%+14,40313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,011$2.88M0.01%+25,39413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC79,890$2.84M0.01%+63,57713F-HRTimelineGroup
HighTower Advisors, LLC73,185$2.6M<0.01%new13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC67,071$2.38M0.9%+43,53013F-HRTimeline
Cetera Investment Advisers50,365$1.79M<0.01%+34,37313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,352$1.65M<0.01%+2,74213F-HRTimelineGroup
Advance Capital Management, Inc.39,331$1.4M0.07%-1,15413F-HRTimeline
Impact Partnership Wealth, LLC35,377$1.26M0.27%-8,17913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,458$1.22M<0.01%+17,18413F-HRTimelineGroup
Berger Financial Group, Inc30,681$1.09M0.08%-5513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,200$1.04M<0.01%new13F-HRTimelineGroup
MBL Wealth, LLC28,000$995K0.1%+38513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,685$913K<0.01%+5,69313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,563$873K0.01%-53,86313F-HRTimelineGroup
Archer Investment Corp23,290$828K0.21%+4,62413F-HRTimeline
Arete Wealth Advisors, LLC23,251$827K0.06%-2,05013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC23,705$823K0.18%-4,22513F-HRTimeline
Cambridge Investment Research Advisors,…20,440$727K<0.01%+4,73113F-HRTimeline
Atria Wealth Solutions, Inc.19,695$700K0.01%-40413F-HRTimeline
IMG Wealth Management, Inc.18,174$646K0.58%+3,74413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,832$634K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC17,744$631K0.21%013F-HRTimeline
Trek Financial, LLC17,267$614K0.04%-5,20213F-HRTimeline
SageView Advisory Group, LLC16,935$602K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.16,683$593K0.04%-7113F-HRTimeline
M Holdings Securities, Inc.14,277$508K0.08%new13F-HRTimeline
WEDBUSH SECURITIES INC14,000$498K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,692$487K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,198$469K<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,985$462K<0.01%-6,79613F-HR/ATimelineGroup
Chicago Partners Investment Group LLC11,649$417K0.01%013F-HRTimeline
BCS Wealth Management10,718$381K0.1%013F-HRTimeline
LPL Financial LLC10,423$371K<0.01%+2,08913F-HRTimeline
Strategic Blueprint, LLC10,326$367K0.02%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.9,724$346K0.23%-6,85013F-HRTimeline
Retirement Planning Group, LLC9,628$342K0.02%013F-HRTimeline
Hiley Hunt Wealth Management8,604$306K0.17%new13F-HRTimeline
NOVUS ADVISORS, LLC8,185$291K0.29%new13F-HRTimeline
Advisory Services Network, LLC8,089$288K0.01%+1,83413F-HRTimeline
AE Wealth Management LLC8,046$286K<0.01%+1,15913F-HRTimeline
Meridian Wealth Management, LLC7,843$279K0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC7,706$274K0.05%13F-HRTimeline
Lantz Financial LLC7,546$268K0.07%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,231$257K0.05%-36313F-HRTimeline
MML INVESTORS SERVICES, LLC7,214$256K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,206$256K0.02%013F-HR/ATimeline
Occidental Asset Management, LLC6,218$221K0.03%013F-HRTimeline
Golden Reserve Retirement LLC5,900$210K0.08%13F-HRTimeline
Aptus Capital Advisors, LLC4,475$159K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,475$159K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC3,415$121K0.16%+42613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,539$90.3K<0.01%+90313F-HRTimeline
Stonebridge Financial Group, LLC2,348$83.5K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,940$69K0.02%013F-HRTimeline
WealthShield Partners, LLC1,800$64K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,482$52.7K<0.01%013F-HRTimeline
NorthRock Partners, LLC777$27.6K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.570$20.3K0.01%-65013F-HRTimeline
Capital Investment Advisory Services, L…483$17.2K<0.01%013F-HRTimeline
Arax Advisory Partners411$14.6K<0.01%new13F-HRTimeline
Larson Financial Group LLC209$7.43K<0.01%013F-HRTimeline
CGC Financial Services, LLC22$782<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.