% of shares outstanding is not shown for UMI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for UMI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | 5.2M | 4.8M | 5.2M | 5.5M | 5.8M | 6.4M | $373M |
| Brookwood Investment Group LLC | — | — | — | — | 54K | 95K | $6M |
| ENVESTNET ASSET MANAGEMENT INC | 15K | 18K | 24K | 22K | 20K | 71K | $4M |
| MML INVESTORS SERVICES, LLC | 5K | 8K | 11K | 11K | 9K | 55K | $3M |
| LPL Financial LLC | 47K | 63K | 68K | 62K | 55K | 54K | $3M |
| Insight Wealth Partners, LLC | — | 13K | 42K | 45K | 49K | 53K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 25K | 27K | 27K | 26K | 27K | 19K | $1M |
| MERCER GLOBAL ADVISORS INC /ADV | 21K | 56K | 41K | 34K | 38K | 18K | $1M |
| CITADEL ADVISORS LLC | — | — | 24K | 12K | 16K | 18K | $1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | — | — | — | — | — | 18K | $1M |
| Dynamic Advisor Solutions LLC | — | 48K | 23K | 21K | 19K | 17K | $996,435 |
| Private Advisor Group, LLC | 10K | 13K | 14K | 14K | 15K | 15K | $858,009 |
| INTEGRITY ALLIANCE, LLC. | — | — | — | — | — | 12K | $696,635 |
| MORGAN STANLEY | 9K | 9K | 9K | 11K | 11K | 11K | $617,106 |
| Spinnaker Investment Group, LLC | 9K | 10K | 9K | 11K | 8K | 8K | $493,504 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| HighTower Advisors, LLC | +589,760 | $35M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +51,171 | $3M | ADD |
| MML INVESTORS SERVICES, LLC | +46,077 | $3M | ADD |
| Brookwood Investment Group LLC | +40,996 | $2M | ADD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +17,717 | $1M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Cetera Investment Advisers | −56,138 | $3M | CLOSE |
| MERCER GLOBAL ADVISORS INC /ADV | −19,846 | $1M | TRIM |
| JANE STREET GROUP, LLC | −19,463 | $1M | CLOSE |
| FineMark National Bank & Trust | −17,717 | $1M | CLOSE |
| COMMONWEALTH EQUITY SERVICES, LLC | −7,884 | $461,924 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 42 | 6,886,977 | — | $404M |
| 2025-Q4 | 35 | 6,235,433 | — | $306M |
| 2025-Q3 | 35 | 5,856,600 | — | $301M |
| 2025-Q2 | 39 | 5,774,964 | — | $295M |
| 2025-Q1 | 36 | 5,270,431 | — | $274M |
| 2024-Q4 | 33 | 5,549,676 | — | $276M |
| 2024-Q3 | 32 | 5,378,181 | — | $241M |
| 2024-Q2 | 27 | 5,095,350 | — | $214M |
| 2024-Q1 | 26 | 5,000,194 | — | $202M |
| 2023-Q4 | 26 | 5,006,525 | — | $183M |
| 2023-Q3 | 27 | 4,873,439 | — | $172M |
| 2023-Q2 | 31 | 4,719,667 | — | $162M |
| 2023-Q1 | 25 | 4,471,405 | — | $148M |
| 2022-Q4 | 25 | 4,166,491 | — | $139M |
| 2022-Q3 | 19 | 3,814,784 | — | $118M |
| 2022-Q2 | 17 | 3,592,117 | — | $112M |
| 2022-Q1 | 11 | 3,277,382 | — | $115M |
| 2021-Q4 | 9 | 3,052,203 | — | $88M |
| 2021-Q3 | 7 | 2,870,017 | — | $84M |
| 2021-Q2 | 9 | 2,727,021 | — | $80M |
| 2021-Q1 | 4 | 1,588,651 | — | $40M |
