your badges 52W Range $43–$44 86% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

UMAR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $43.52
52W Range $43–$44

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 88 filers · $130.2M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 88
Value held $130.2M
New positions 9
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-7 vs prior Q) 4 (+1 vs prior Q) 18 (-13 vs prior Q) 28 (+7 vs prior Q) +2.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Talon Private Wealth, LLC $28,320,742 670,388 21.76% Shares
Lantz Financial LLC $8,625,483 199,849 6.63% Shares
KFG WEALTH MANAGEMENT, LLC $8,214,986 190,338 6.31% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,065,551 163,706 5.43% Shares
Caliber Wealth Management, LLC / KS $5,853,086 138,550 4.50% Shares
MGO ONE SEVEN LLC $5,793,351 137,136 4.45% Shares
Kestra Advisory Services, LLC $4,661,558 110,345 3.58% Shares
OSAIC HOLDINGS, INC. $4,218,393 99,845 3.24% Shares
RAYMOND JAMES FINANCIAL INC $3,942,543 93,325 3.03% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,301,640 78,154 2.54% Shares
CENTRAL VALLEY ADVISORS, LLC $3,160,652 73,231 2.43% Shares
Cetera Investment Advisers $2,470,970 58,491 1.90% Shares
Berger Financial Group, Inc $2,428,852 57,494 1.87% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,833,319 43,397 1.41% Shares
OLD MISSION CAPITAL LLC $1,477,275 34,969 1.13% Shares
Concurrent Investment Advisors, LLC $1,463,965 33,919 1.12% Shares
ENVESTNET ASSET MANAGEMENT INC $1,455,393 34,451 1.12% Shares
WealthPlan Investment Management, LLC $1,394,802 32,317 1.07% Shares
Arax Advisory Partners $1,394,094 33,000 1.07% Shares
Spire Wealth Management $1,307,999 30,959 1.00% Shares
MBL Wealth, LLC $1,297,606 30,065 1.00% Shares
Kellett Wealth Advisors, LLC $1,273,460 29,506 0.98% Shares
Brookstone Capital Management $1,270,317 29,433 0.98% Shares
TRUIST FINANCIAL CORP $1,217,974 28,831 0.94% Shares
MML INVESTORS SERVICES, LLC $1,100,363 26,047 0.85% Shares
Impact Partnership Wealth, LLC $1,027,786 24,329 0.79% Shares
IMG Wealth Management, Inc. $1,014,174 23,498 0.78% Shares
Foundations Investment Advisors, LLC $1,006,832 23,833 0.77% Shares
Archer Investment Corp $1,003,199 23,747 0.77% Shares
FIDUCIARY FINANCIAL GROUP, LLC $982,969 22,775 0.76% Shares
Arete Wealth Advisors, LLC $957,576 22,686 0.74% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $909,213 20,933 0.70% Shares
Kovack Advisors, Inc. $893,638 21,151 0.69% Shares
HighTower Advisors, LLC $824,628 19,520 0.63% Shares
SteelPeak Wealth, LLC $797,252 18,472 0.61% Shares
Advisory Services Network, LLC $747,743 17,700 0.57% Shares
WEDBUSH SECURITIES INC $713,000 16,525 0.55% Shares
Ausdal Financial Partners, Inc. $668,616 15,827 0.51% Shares
GRIES FINANCIAL LLC $643,665 16,500 0.49% Shares
Ballast Rock Private Wealth LLC $625,777 14,499 0.48% Shares
RIVERCHASE WEALTH MANAGEMENT, LLC $609,008 14,416 0.47% Shares
Arkadios Wealth Advisors $606,854 14,365 0.47% Shares
WealthPLAN Partners, LLC $582,013 13,485 0.45% Shares
Trek Financial, LLC $538,923 12,757 0.41% Shares
LPL Financial LLC $496,424 11,751 0.38% Shares
MORGAN STANLEY $495,157 11,721 0.38% Shares
Focus Partners Wealth $487,004 11,528 0.37% Shares
CRA Financial Services, LLC $485,766 11,255 0.37% Shares
BCS Wealth Management $452,785 10,718 0.35% Shares
Sound Portfolio Advisors, LLC $439,267 10,398 0.34% Shares

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