your badges 52W Range $38–$39 85% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $39.11
52W Range $38–$39

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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) 65 filers · $132.8M 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 65
Value held $132.8M
New positions 20
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (+14 vs prior Q) 3 (0 vs prior Q) 19 (+13 vs prior Q) 9 (-9 vs prior Q) +2.6M

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
Brookstone Capital Management $52,175,645 1,345,767 39.30% Shares
Talon Private Wealth, LLC $28,091,526 739,204 21.16% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,955,994 179,416 5.24% Shares
Cerity Partners LLC $3,178,825 83,648 2.39% Shares
Concurrent Investment Advisors, LLC $2,529,867 65,253 1.91% Shares
CENTRAL VALLEY ADVISORS, LLC $2,524,908 65,125 1.90% Shares
OSAIC HOLDINGS, INC. $2,512,189 66,110 1.89% Shares
ENVESTNET ASSET MANAGEMENT INC $2,396,583 63,064 1.81% Shares
Kestra Advisory Services, LLC $2,197,983 57,838 1.66% Shares
Spire Wealth Management $2,191,138 57,662 1.65% Shares
Cetera Investment Advisers $2,137,422 56,244 1.61% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,067,180 54,396 1.56% Shares
Castle Rock Wealth Management, LLC $1,844,201 47,094 1.39% Shares
KFG WEALTH MANAGEMENT, LLC $1,415,841 36,519 1.07% Shares
O'Connor Financial Group LLC $1,296,824 33,449 0.98% Shares
Lantz Financial LLC $1,153,956 29,764 0.87% Shares
MML INVESTORS SERVICES, LLC $1,055,859 27,784 0.80% Shares
OLD MISSION CAPITAL LLC $920,798 24,230 0.69% Shares
Foundations Investment Advisors, LLC $900,771 23,703 0.68% Shares
TRUIST FINANCIAL CORP $879,452 23,142 0.66% Shares
SteelPeak Wealth, LLC $792,967 20,453 0.60% Shares
IMG Wealth Management, Inc. $733,767 18,926 0.55% Shares
Trek Financial, LLC $729,760 19,203 0.55% Shares
LPL Financial LLC $723,680 19,043 0.55% Shares
RAYMOND JAMES FINANCIAL INC $717,599 18,883 0.54% Shares
MONEY CONCEPTS CAPITAL CORP $693,734 18,255 0.52% Shares
CITADEL ADVISORS LLC $642,203 16,899 0.48% Shares
Arkadios Wealth Advisors $606,366 15,956 0.46% Shares
Merit Financial Group, LLC $595,498 15,670 0.45% Shares
Atria Investments, Inc $592,215 15,275 0.45% Shares
Allworth Financial LP $583,793 15,362 0.44% Shares
MILESTONE ASSET MANAGEMENT, LLC $519,986 13,412 0.39% Shares
Advisory Services Network, LLC $498,021 13,105 0.38% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $455,891 11,669 0.34% Shares
WEALTH ALLIANCE, LLC $426,387 11,220 0.32% Shares
MORGAN STANLEY $363,113 9,555 0.27% Shares
Virtue Capital Management, LLC $349,660 9,201 0.26% Shares
Steward Partners Investment Advisory, LLC $349,394 9,194 0.26% Shares
AE Wealth Management LLC $341,110 8,976 0.26% Shares
Beacon Pointe Advisors, LLC $294,633 7,753 0.22% Shares
Strategic Blueprint, LLC $284,845 7,347 0.21% Shares
Allegiance Financial Group Advisory Services LLC $279,508 7,355 0.21% Shares
WealthShield Partners, LLC $259,974 6,841 0.20% Shares
Sequoia Financial Advisors, LLC $248,064 6,528 0.19% Shares
ROYAL BANK OF CANADA $219,000 5,767 0.16% Shares
Bedel Financial Consulting, Inc. $217,450 5,722 0.16% Shares
Triad Wealth Partners, LLC $214,205 5,525 0.16% Shares
Chris Bulman Inc $211,879 5,465 0.16% Shares
KINGSWOOD WEALTH ADVISORS, LLC $207,614 5,355 0.16% Shares
Foundry Financial Group, Inc. $204,263 5,375 0.15% Shares

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