Skip to content
Disclosery

UMMA LISTED FDS TR

Follow

WAHED DOW JONES (fund)

38 managers (38 13F filers) reported a position in UMMA shares at 2026-03-31, 788,150 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
38
13F filers
38
New
6
Added
13
Reduced
11
Sold out
0
Shares held by filers
788,150

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RFG Advisory, LLC115,074$3.53M0.06%-152,23913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV109,265$3.35M<0.01%-1,87613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY86,796$2.66M<0.01%+39,83613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,732$1.92M<0.01%-15,96913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,808$1.53M<0.01%-1,53913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…48,263$1.48M0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,054$1.24M<0.01%-17,43913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,468$1.12M0.02%+7,65513F-HRTimelineGroup
SageOak Financial, LLC24,898$763K0.54%-53013F-HRTimeline
Farther Finance Advisors, LLC24,167$755K0.01%+513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV15,267$543K0.19%+28113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.14,768$456K0.02%+17513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,023$430K<0.01%-80213F-HRTimelineGroup
Kaizen Financial Strategies11,774$394K0.17%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,196$363K<0.01%+3,73813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,215$344K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,725$329K<0.01%+1,16913F-HRTimelineGroup
Financial Engines Advisors L.L.C.10,589$325K<0.01%-5513F-HRTimeline
Main Street Financial Solutions, LLC10,322$316K0.02%+3,30413F-HRTimeline
Layline Advisors, LLC9,985$306K0.34%13F-HRTimeline
Allworth Financial LP9,954$305K<0.01%+2,68413F-HRTimeline
Courage Miller Partners, LLC9,687$297K0.08%013F-HRTimeline
IFG Advisors, LLC9,633$295K0.05%-9213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9,450$290K0.01%013F-HRTimelineGroup
Strengthening Families & Communities, L…8,511$261K0.07%+28413F-HRTimeline
Providence Capital Advisors, LLC3,998$123K0.02%-4413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,980$122K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,492$107K<0.01%+2,75213F-HRTimelineGroup
IFP Advisors, Inc2,757$84.5K<0.01%+72613F-HRTimeline
Smartleaf Asset Management LLC2,010$59.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,732$53K<0.01%-5313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,625$49.8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,004$30.8K<0.01%new13F-HRTimeline
Pacific Center for Financial Services919$28.2K0.01%013F-HRTimeline
Larson Financial Group LLC858$26.3K<0.01%+3813F-HRTimeline
MAI Capital Management128$3.92K<0.01%new13F-HRTimeline
NVWM, LLC18$552<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC5$153<0.01%13F-HRTimelineGroup