Who owns UMMA?
Wahed Dow Jones Islamic World ETF · Wahed
50 institutions reported holding UMMA, worth $38.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UMMA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| RFG Advisory, LLC | Birmingham, AL | $5.1M | 128,221 | +13,147 shares |
| Mercer Global Advisors Inc. | Denver, CO | $4.5M | 114,041 | +4,776 shares |
| Morgan Stanley | New York, NY | $3.5M | 88,159 | +1,363 shares |
| Flow Traders U.S. LLC | New York, NY | $3.4M | 85,509 | New position |
| Citadel Advisors LLC | Miami, FL | $3.2M | 81,313 | +18,581 shares |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $1.9M | 48,263 | No change |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $1.9M | 50,186 | +10,132 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.9M | 47,625 | −2,183 shares |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $1.4M | 36,570 | +102 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $1.0M | 26,095 | +1,928 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UMMA?
50 institutional managers reported holding UMMA in Form 13F filings for June 30, 2026, worth $38.5M in total. The largest reported position was held by RFG Advisory, LLC, at $5.1M.
Did institutions buy or sell UMMA last quarter?
Reported 13F value rose 62.9% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UMMA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.