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Disclosery

UMAY INNOVATOR ETFS TRUST

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ETF (fund)

44 managers (44 13F filers) reported a position in UMAY shares at 2025-12-31, 901,103 shares in all. 5 filers opened a position and 10 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
4
Reduced
19
Sold out
10
Shares held by filers
901,103

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
C2P Capital Advisory Group, LLC d.b.a. …147,670$5.4M0.32%-9,73713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,075$2.45M0.01%-3,18313F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC55,421$2.03M0.61%-113F-HRTimeline
Castle Rock Wealth Management, LLC48,821$1.79M0.39%-2,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,635$1.63M<0.01%-8,32913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,361$1.51M<0.01%-8,34913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC40,016$1.46M<0.01%-4,61313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,696$1.45M<0.01%+8,78813F-HRTimelineGroup
Cetera Investment Advisers37,277$1.36M<0.01%-3,05813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,324$1.26M<0.01%-76613F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC31,292$1.14M0.15%-6,88813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30,576$1.12M0.04%-13,15713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,541$1.08M0.01%-1,16213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,583$789K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC21,533$788K0.03%-16,90613F-HRTimeline
LPL Financial LLC20,624$754K<0.01%-3,71713F-HRTimeline
Foundations Investment Advisors, LLC20,460$748K0.01%+7,40213F-HRTimeline
Keystone Wealth Services, LLC14,553$581K0.12%new13F-HRTimeline
Merit Financial Group, LLC15,670$573K<0.01%new13F-HRTimeline
Allworth Financial LP15,362$562K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC14,767$540K0.15%-27013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,030$513K0.1%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,511$458K<0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC11,220$410K0.04%013F-HRTimeline
IMG Wealth Management, Inc.11,071$405K0.26%+1,36313F-HRTimeline
Steward Partners Investment Advisory, L…9,194$336K<0.01%013F-HRTimeline
AE Wealth Management LLC8,676$317K<0.01%-6,59413F-HRTimeline
AssuredPartners Investment Advisors, LLC8,292$303K0.05%new13F-HRTimeline
Strategic Blueprint, LLC7,360$269K0.02%-1,39513F-HRTimeline
Allegiance Financial Group Advisory Ser…7,355$269K0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,767$211K<0.01%-96013F-HRTimelineGroup
Bedel Financial Consulting, Inc.5,722$209K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…3,525$129K0.01%013F-HRTimeline
Noble Wealth Management PBC800$29.3K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$21.9K0.02%013F-HRTimeline
CoreCap Advisors, LLC558$20.4K<0.01%-20713F-HRTimeline
WealthShield Partners, LLC474$17.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC462$16.9K0.02%013F-HRTimeline
Archer Investment Corp350$12.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$11K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG221$8.08K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC186$6.8K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC110$4.02K<0.01%+5413F-HRTimelineGroup
Keating Financial Advisory Services, In…62$2.27K<0.01%13F-HRTimeline