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Disclosery

UMAR INNOVATOR ETFS TRUST

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ETF (fund)

82 managers (82 13F filers) reported a position in UMAR shares at 2026-03-31, 2,327,139 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
82
13F filers
82
New
14
Added
33
Reduced
21
Sold out
3
Shares held by filers
2,327,139

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lantz Financial LLC205,447$8.16M1.69%+11,51213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC192,335$7.64M0.99%+63,54113F-HRTimeline
MGO ONE SEVEN LLC172,145$6.84M0.14%-14,14013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …145,429$5.78M0.33%+8,02313F-HRTimeline
Caliber Wealth Management, LLC / KS138,550$5.51M0.6%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC130,049$5.17M0.02%+52,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,075$4.33M<0.01%+69,35913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC94,286$3.75M0.01%+11,19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,326$3.59M0.01%+8,74313F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC77,095$3.06M0.84%+8,66413F-HRTimeline
Cetera Investment Advisers62,623$2.49M<0.01%+2,36213F-HRTimeline
Berger Financial Group, Inc57,907$2.3M0.13%+27,08413F-HRTimeline
Kellett Wealth Advisors, LLC47,893$1.9M1.03%new13F-HRTimeline
WealthPlan Investment Management, LLC39,578$1.57M0.09%-4,40013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,165$1.52M<0.01%+18,16613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management35,296$1.4M0.05%-6,30513F-HRTimelineGroup
MBL Wealth, LLC30,865$1.23M0.09%+1,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,631$1.14M<0.01%-16,65713F-HRTimelineGroup
Archer Investment Corp24,557$976K0.21%+1,19713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,366$968K0.01%-62613F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC22,775$905K0.12%-93013F-HRTimeline
Impact Partnership Wealth, LLC22,471$893K0.11%-56413F-HRTimeline
Foundations Investment Advisors, LLC22,268$885K0.01%+20313F-HRTimeline
IMG Wealth Management, Inc.21,310$847K0.54%+25013F-HRTimeline
Kovack Advisors, Inc.21,295$846K0.05%-1,99713F-HRTimeline
Wood Tarver Financial Group, LLC19,097$758K0.21%013F-HRTimeline
Arete Wealth Advisors, LLC19,031$756K0.06%-35013F-HR/ATimeline
Cambridge Investment Research Advisors,…18,755$745K<0.01%+30813F-HRTimeline
Advisory Services Network, LLC17,700$703K0.01%+9,61113F-HRTimeline
Ausdal Financial Partners, Inc.17,087$679K0.03%+45413F-HRTimeline
WEDBUSH SECURITIES INC16,525$657K0.02%013F-HRTimeline
Arax Advisory Partners16,500$656K0.02%+16,08913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,327$649K<0.01%-28,70313F-HRTimelineGroup
WealthPLAN Partners, LLC15,901$632K0.12%-8,12213F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC15,684$623K0.32%new13F-HRTimeline
MML INVESTORS SERVICES, LLC15,052$598K<0.01%+3,88113F-HRTimeline
Ballast Rock Private Wealth LLC14,499$576K0.32%+49713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,489$536K0.01%+1,53513F-HRTimeline
OLD MISSION CAPITAL LLC13,452$535K0.01%-21,59913F-HRTimeline
LPL Financial LLC11,590$461K<0.01%-31513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,578$460K<0.01%013F-HRTimelineGroup
Trek Financial, LLC11,313$450K0.02%-40013F-HRTimeline
CRA Financial Services, LLC11,255$447K0.06%+50013F-HRTimeline
Sound Portfolio Advisors, LLC11,164$444K0.36%-1,15513F-HRTimeline
Blue Sky Capital Consultants Group, Inc.11,086$441K0.21%+1,36213F-HRTimeline
BCS Wealth Management10,718$426K0.09%-10,71813F-HRTimeline
Strategic Blueprint, LLC9,833$391K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC8,429$348K0.01%-3,22013F-HRTimeline
Retirement Planning Group, LLC8,303$330K0.01%013F-HRTimeline
AE Wealth Management LLC7,997$318K<0.01%+5113F-HRTimeline
Integrity Advisory Solutions, LLC7,726$307K0.04%new13F-HRTimeline
NewCorp Financial Services, Inc.7,532$299K0.26%new13F-HRTimeline
Allie Family Office LLC7,457$296K0.13%new13F-HR/ATimeline
Aptus Capital Advisors, LLC7,220$287K<0.01%+2,74513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,220$287K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC7,158$285K<0.01%+4,99213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,081$281K0.02%013F-HRTimeline
Occidental Asset Management, LLC6,834$272K0.03%+61613F-HRTimeline
BFI Wealth Solutions, LLC6,600$264K0.25%013F-HRTimeline
Savvy Advisors, Inc.6,533$260K0.01%+64713F-HRTimeline
Advance Capital Management, Inc.6,510$259K0.01%-3,04413F-HRTimeline
Golden Reserve Retirement LLC5,900$234K0.05%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,606$223K0.04%-9913F-HRTimeline
LaSalle St. Investment Advisors, LLC5,379$214K0.03%-14913F-HRTimeline
Three Seasons Wealth, LLC5,216$207K0.08%new13F-HRTimeline
SIGNATUREFD, LLC4,923$196K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,484$176K<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.3,914$156K0.05%+3,34413F-HRTimeline
WealthShield Partners, LLC3,345$133K0.01%+1,54513F-HRTimeline
Financial Network Wealth Advisors LLC3,146$125K0.13%013F-HRTimeline
MAI Capital Management1,910$75.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,482$58.9K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,298$51.6K<0.01%+21113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,298$51.6K<0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC1,186$47.1K0.03%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC807$32.1K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…483$19.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC476$18.9K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…407$16.2K<0.01%-29013F-HRTimeline
HARBOUR INVESTMENTS, INC.370$14.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG361$14.3K<0.01%+14613F-HRTimelineGroup
Larson Financial Group LLC175$6.96K<0.01%013F-HRTimeline