UMA Financial Services »

System1 shares owned by UMA Financial Services

Quarter-by-quarter ownership of System1 (SST) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in System1

Tip: Access up to 7 years of quarterly data

All positions including System1 held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in System1 by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $910 301 3.02

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding System1

Cannae Holdings
HPM Partners
Vanguard Group
Vanguard Capital Management
Millennium Management
BlackRock
Renaissance Technologies
Geode Capital Management
Citadel Advisors
XTX Topco
State Street Corporation
Vanguard Fiduciary Trust
UBS Group
FMR
Tower Research Capital

View all funds holding System1