| 2.2M |
| $49.6M |
| +218.9% |
| 4.578% |
| 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $42.5M | +7.1% | 3.924% | 0.00% |
| 5 | STATE STREET CORP | 1.6M | $36.1M | +64.2% | 3.329% | 0.00% |
| 6 | Halter Ferguson Financial Inc. | 1.5M | $34.2M | — | 3.152% | 5.53% |
| 7 | Hood River Capital Management LLC | 1.5M | $33.4M | +231.4% | 3.078% | 0.24% |
| 8 | AMERIPRISE FINANCIAL INC | 1.4M | $31.4M | -30.4% | 2.892% | 0.01% |
| 9 | Schonfeld Strategic Advisors LLC | 1.3M | $29.0M | +4656.6% | 2.674% | 0.10% |
| 10 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.2M | $26.1M | — | 2.404% | 0.24% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $24.9M | +202.0% | 2.298% | 0.00% |
| 12 | CITADEL ADVISORS LLC | 995K | $22.2M | -53.9% | 2.048% | 0.00% |
| 13 | MORGAN STANLEY | 987K | $22.0M | +268.2% | 2.030% | 0.00% |
| 14 | Granahan Investment Management, LLC | 829K | $18.5M | -18.4% | 1.706% | 0.66% |
| 15 | Defiance ETFs, LLC | 761K | $17.7M | +62.9% | 1.566% | 0.24% |
| 16 | NEEDHAM INVESTMENT MANAGEMENT LLC | 719K | $16.0M | +48.1% | 1.478% | 0.48% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 548K | $12.2M | — | 1.127% | 0.00% |
| 18 | MOORE CAPITAL MANAGEMENT, LP | 538K | $12.0M | +143.7% | 1.106% | 0.18% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 410K | $9.2M | — | 0.844% | 0.00% |
| 20 | ROYAL BANK OF CANADA | 404K | $9.0M | +490.5% | 0.831% | 0.00% |
| 21 | NORTHERN TRUST CORP | 381K | $8.5M | +309.7% | 0.783% | 0.00% |
| 22 | SEI INVESTMENTS CO | 373K | $8.3M | +125.5% | 0.768% | 0.01% |
| 23 | WASATCH ADVISORS LP | 363K | $8.1M | — | 0.746% | 0.05% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 313K | $7.0M | +46.8% | 0.644% | 0.00% |
| 25 | Vident Advisory, LLC | 299K | $6.7M | +3.5% | 0.614% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UMAC — a direct measure of their conviction.
| 7.35% |
| +6.13 pp |
| $23M |
| +130% |
| Q4 2024 | 23 | +109% | 1.22% | +1.03 pp | $10M | +6974% |
| Q3 2024 | 11 | — | 0.19% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
74 institutions opened new positions in UMAC during Q2 2026, while 32 fully exited. 93 added to existing positions and 17 trimmed.
UMAC institutional ownership rose by 12.19 percentage points quarter-over-quarter, with a net change of +42 holders.
The top 10 institutions account for 56.3% of all reported 13F value in UMAC, and the top 25 account for 83.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.