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Disclosery

UMAY INNOVATOR ETFS TRUST

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ETF (fund)

60 managers (60 13F filers) reported a position in UMAY shares at 2026-06-30, 2,776,473 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
60
13F filers
60
New
19
Added
19
Reduced
9
Sold out
3
Shares held by filers
2,776,473

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 Management1,468,661$55.8M0.56%+1,441,25813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …164,596$6.26M0.31%+7,69913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC83,648$3.18M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,110$2.51M<0.01%+26,99113F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC65,205$2.48M0.64%+9,99913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,064$2.4M<0.01%+28,26313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,838$2.2M0.01%-10,10513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management57,662$2.19M0.07%+31,79713F-HRTimelineGroup
Cetera Investment Advisers56,244$2.14M<0.01%+19,43913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,396$2.07M<0.01%+14,54013F-HRTimeline
Castle Rock Wealth Management, LLC47,343$1.8M0.35%-1,47813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC44,688$1.7M0.19%+20,12113F-HRTimeline
O'Connor Financial Group LLC33,343$1.27M0.45%new13F-HRTimeline
Wood Tarver Financial Group, LLC32,789$1.25M0.29%+21,86313F-HRTimeline
Lantz Financial LLC29,938$1.14M0.21%new13F-HRTimeline
MML INVESTORS SERVICES, LLC27,784$1.06M<0.01%+17,83313F-HRTimeline
OLD MISSION CAPITAL LLC24,230$921K0.02%-13,54813F-HRTimeline
Foundations Investment Advisors, LLC23,703$901K0.01%+2,92013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,142$879K<0.01%-1,83213F-HRTimelineGroup
SteelPeak Wealth, LLC21,978$835K0.02%new13F-HRTimeline
Trek Financial, LLC19,203$730K0.04%new13F-HRTimeline
LPL Financial LLC19,043$724K<0.01%-1,08913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,883$718K<0.01%-16,28113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP18,255$694K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,899$642K<0.01%-5,18613F-HRTimelineGroup
Arkadios Wealth Advisors15,956$606K0.01%new13F-HRTimeline
Merit Financial Group, LLC15,670$595K<0.01%013F-HR/ATimeline
Atria Investments, Inc15,435$587K0.01%new13F-HRTimeline
Allworth Financial LP15,362$584K<0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,412$510K0.08%-61813F-HRTimeline
Advisory Services Network, LLC13,105$498K0.01%+10,03613F-HRTimeline
IMG Wealth Management, Inc.11,400$433K0.24%+33413F-HRTimeline
WEALTH ALLIANCE, LLC11,220$426K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,555$363K<0.01%new13F-HRTimelineGroup
Virtue Capital Management, LLC9,201$350K0.05%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,194$349K<0.01%013F-HRTimeline
AE Wealth Management LLC8,976$341K<0.01%+30513F-HRTimeline
Beacon Pointe Advisors, LLC7,753$295K<0.01%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…7,355$280K0.05%013F-HRTimeline
Strategic Blueprint, LLC7,347$279K0.01%013F-HRTimeline
WealthShield Partners, LLC6,841$260K0.04%+6,36713F-HRTimeline
Sequoia Financial Advisors, LLC6,528$248K<0.01%new13F-HRTimeline
Chris Bulman Inc6,310$240K0.09%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,767$219K<0.01%013F-HRTimelineGroup
Bedel Financial Consulting, Inc.5,722$217K0.02%013F-HRTimeline
Foundry Financial Group, Inc.5,375$204K0.09%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,355$204K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,329$203K0.01%new13F-HRTimeline
Savvy Advisors, Inc.5,312$202K<0.01%-41413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,355$166K0.07%new13F-HRTimeline
Capital Investment Advisory Services, L…3,199$122K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,314$87.9K0.05%+1,71413F-HRTimeline
Continuum Advisory, LLC1,627$61.8K0.01%new13F-HRTimeline
Noble Wealth Management PBC700$26.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV527$20K<0.01%new13F-HRTimeline
Archer Investment Corp467$17.7K<0.01%+11713F-HR/ATimeline
Financial Network Wealth Advisors LLC462$17.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC449$17.1K<0.01%+11613F-HRTimeline
Larson Financial Group LLC186$7.07K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…62$2.36K<0.01%013F-HRTimeline