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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 2025-09-30, 3,790,910 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
69
13F filers
69
New
6
Added
12
Reduced
29
Sold out
8
Shares held by filers
3,790,910

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Management1,555,883$60.7M0.72%+1,50513F-HRTimelineGroup
WealthPlan Investment Management, LLC292,553$11.4M0.76%+58,37113F-HRTimeline
MGO ONE SEVEN LLC236,835$9.24M0.21%-11,49713F-HRTimeline
Lantz Financial LLC195,164$7.61M1.68%-81813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …147,410$5.75M0.33%+11,84413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC146,701$5.72M0.83%-2,62713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,866$3.35M<0.01%-2,30413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC85,751$3.35M<0.01%-7,10513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC77,470$3.02M0.01%-2,09813F-HRTimelineGroup
WealthPLAN Partners, LLC70,569$2.75M0.41%+6,59913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC68,711$2.68M0.83%-19913F-HRTimeline
Cetera Investment Advisers61,681$2.41M<0.01%+6,97813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53,943$2.1M0.07%-11,24813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,925$1.87M<0.01%+29,90713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,470$1.77M<0.01%-13113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,107$1.76M<0.01%-20,89113F-HRTimelineGroup
Berger Financial Group, Inc30,823$1.2M0.07%013F-HRTimeline
MBL Wealth, LLC30,165$1.18M0.1%-31013F-HRTimeline
Archer Investment Corp23,797$928K0.21%-2613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC23,705$925K0.15%013F-HRTimeline
Impact Partnership Wealth, LLC23,628$922K0.14%-14,84513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,799$850K<0.01%-9,30113F-HRTimelineGroup
Arete Wealth Advisors, LLC19,667$767K0.05%-3,73613F-HRTimeline
Wood Tarver Financial Group, LLC19,097$744K0.22%013F-HRTimeline
Cambridge Investment Research Advisors,…18,597$725K<0.01%-2,89313F-HRTimeline
IMG Wealth Management, Inc.18,521$723K0.49%013F-HRTimeline
Ausdal Financial Partners, Inc.16,658$650K0.03%-2513F-HRTimeline
WEDBUSH SECURITIES INC16,525$645K0.02%013F-HRTimeline
GRIES FINANCIAL LLC16,500$644K0.1%013F-HRTimeline
LPL Financial LLC15,645$610K<0.01%+12613F-HRTimeline
Foundations Investment Advisors, LLC15,298$597K0.01%+9,76513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,189$554K0.01%-2013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,099$550K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC13,941$544K0.02%-2,68813F-HRTimeline
CRA Financial Services, LLC12,910$504K0.07%-10013F-HRTimeline
Chicago Partners Investment Group LLC11,649$459K0.01%013F-HRTimeline
Trek Financial, LLC11,713$457K0.03%-4,60013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,578$452K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,171$436K<0.01%-5,39813F-HRTimeline
Arkadios Wealth Advisors11,143$435K0.01%+86413F-HRTimeline
BCS Wealth Management10,718$418K0.09%013F-HRTimeline
Strategic Blueprint, LLC10,326$403K0.02%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.9,724$379K0.17%013F-HRTimeline
Advance Capital Management, Inc.9,327$364K0.02%-1,27513F-HRTimeline
Garden State Investment Advisory Servic…9,100$355K0.09%013F-HRTimeline
Retirement Planning Group, LLC8,554$334K0.01%-1,07413F-HRTimeline
Advisory Services Network, LLC8,089$316K<0.01%013F-HRTimeline
AE Wealth Management LLC8,063$315K<0.01%+10013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,206$281K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,000$273K0.05%-20713F-HRTimeline
HRT FINANCIAL LP6,968$271K<0.01%new13F-HRTimeline
Occidental Asset Management, LLC6,218$243K0.03%013F-HRTimeline
Hiley Hunt Wealth Management6,066$237K0.11%-2,53813F-HRTimeline
Chris Bulman Inc6,038$236K0.12%new13F-HRTimeline
Golden Reserve Retirement LLC5,900$230K0.06%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,528$215K0.04%-2213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,877$190K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC3,650$142K<0.01%-82513F-HRTimeline
Financial Network Wealth Advisors LLC3,146$123K0.13%-26913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,539$99K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,358$92K<0.01%+2,00513F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,166$84.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC1,800$70.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,778$69.4K<0.01%+29613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,298$50.6K<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.570$22.2K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…483$18.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG388$15.1K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC175$6.83K<0.01%013F-HRTimeline