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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
7 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
50 filers reported a long position in UMMA for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| RFG Advisory, LLC | $5.1M | 128.2K | +11.4% |
| MERCER GLOBAL ADVISORS INC /ADV | $4.5M | 114K | +4.4% |
| MORGAN STANLEY | $3.5M | 88.2K | +1.6% |
| FLOW TRADERS U.S. LLC | $3.4M | 85.5K | New |
| CITADEL ADVISORS LLC | $3.2M | 81.3K | +29.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $1.9M | 48.3K | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 50.2K | +25.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 47.6K | -4.4% |
| Apollon Wealth Management, LLC | $1.4M | 36.6K | +0.3% |
| Farther Finance Advisors, LLC | $1M | 26.1K | +8% |
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