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Disclosery

UMAY INNOVATOR ETFS TRUST

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ETF (fund)

45 managers (45 13F filers) reported a position in UMAY shares at 2026-03-31, 921,794 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
4
Added
6
Reduced
19
Sold out
3
Shares held by filers
921,794

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
C2P Capital Advisory Group, LLC d.b.a. …156,897$5.78M0.33%+9,22713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,943$2.5M0.01%+86813F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC55,206$2.03M0.55%-21513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,988$1.91M<0.01%new13F-HRTimelineGroup
Castle Rock Wealth Management, LLC48,821$1.8M0.39%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,856$1.47M<0.01%-16013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,119$1.44M<0.01%-5,51613F-HRTimelineGroup
OLD MISSION CAPITAL LLC37,778$1.39M0.03%+16,24513F-HRTimeline
Cetera Investment Advisers36,805$1.36M<0.01%-47213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,164$1.29M<0.01%-4,53213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,801$1.28M<0.01%-6,56013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management27,403$1.01M0.01%-2,13813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management25,865$952K0.03%-4,71113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,974$921K<0.01%-9,35013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC24,567$904K0.12%-6,72513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,085$813K<0.01%+9,57413F-HRTimelineGroup
Foundations Investment Advisors, LLC20,783$765K0.01%+32313F-HRTimeline
LPL Financial LLC20,132$741K<0.01%-49213F-HRTimeline
Merit Financial Group, LLC15,670$577K<0.01%013F-HRTimeline
Allworth Financial LP15,362$566K<0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,030$517K0.1%013F-HRTimeline
WEALTH ALLIANCE, LLC11,220$413K0.04%013F-HRTimeline
IMG Wealth Management, Inc.11,066$407K0.26%-513F-HRTimeline
Wood Tarver Financial Group, LLC10,926$402K0.11%-3,84113F-HRTimeline
MML INVESTORS SERVICES, LLC9,951$366K<0.01%-11,63213F-HRTimeline
Steward Partners Investment Advisory, L…9,194$338K<0.01%013F-HRTimeline
AE Wealth Management LLC8,671$319K<0.01%-513F-HRTimeline
Allegiance Financial Group Advisory Ser…7,355$271K0.05%013F-HRTimeline
Strategic Blueprint, LLC7,347$270K0.02%-1313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,767$212K<0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.5,726$211K0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.5,722$211K0.02%013F-HRTimeline
TopTier Wealth Management, LLC3,587$132K0.08%new13F-HRTimeline
Capital Investment Advisory Services, L…3,199$118K0.01%-32613F-HRTimeline
Advisory Services Network, LLC3,069$113K<0.01%new13F-HRTimeline
Noble Wealth Management PBC700$25.8K0.01%-10013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.600$22.1K0.02%013F-HRTimeline
WealthShield Partners, LLC474$17.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC462$17K0.02%013F-HRTimeline
Archer Investment Corp350$12.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC333$12.3K<0.01%-22513F-HRTimeline
CWM, LLCin group CWM, LLC300$11K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG278$10.2K<0.01%+5713F-HRTimelineGroup
Larson Financial Group LLC186$6.85K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…62$2.28K<0.01%013F-HRTimeline