Who Owns Wahed Dow Jones Islamic World ETF (UMMA)?Hedge Fund & Institutional Holders
Institutional Holders
32
as of Q4 2025
Total Institutional Value
$7.914300020001787e+71T
% of Float Held
—
QoQ Change in Holders
+13 / -3
Price History
UMMA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +57K | +$1.8M |
| Apollon Wealth Management, LLC | New Position | +29K | +$853K |
| SageOak Financial, LLC | New Position | +25K | +$752K |
| COMPASS CAPITAL CORP /MA/ /ADV | New Position | +15K | +$497K |
| IFG Advisors, LLC | New Position | +10K | +$287K |
| Courage Miller Partners, LLC | New Position | +10K | +$286K |
| Strengthening Families & Communities, LLC | New Position | +8K | +$243K |
| Main Street Financial Solutions, LLC | New Position | +7K | +$207K |
| Providence Capital Advisors, LLC | New Position | +4K | +$119K |
| COMERICA BANK | New Position | +4K | +$117K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +10K | +$0 |
| Smartleaf Asset Management LLC | New Position | +2K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +8K | +$0 |
| Larson Financial Group LLC | Increased | +22 | +$-22.0M |
| Allworth Financial LP | Increased | +6K | +$-32.3M |
UMMA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Closed Position | -65K | -$1.8B |
| JANE STREET GROUP, LLC | Closed Position | -63K | -$1.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -2K | -$1.5B |
| BANK OF AMERICA CORP /DE/ | Closed Position | -13K | -$346.7M |
| NATIONAL BANK OF CANADA /FI/ | Decreased | -658 | -$67.2M |
| UBS Group AG | Decreased | -292 | -$28.4M |
Top Institutional Holders(Q4 2025)
UMMA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 30 | $23.1M | +10 |
| Q3 2025 | 20 | $17.6B | -3 |
| Q2 2025 | 23 | $13.3B | -2 |
| Q1 2025 | 25 | $11.9B | +6 |
| Q4 2024 | 19 | $5.7T | -1 |
| Q3 2024 | 20 | $7.0T | +4 |
| Q2 2024 | 16 | $4.1T | -1 |
| Q1 2024 | 17 | $5.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 32 institutional investors hold UMMA (Wahed Dow Jones Islamic World ETF). The largest holder is RFG Advisory, LLC with $7.9M in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own UMMA?
As of Q4 2025, 32 institutional investors report holding UMMA (Wahed Dow Jones Islamic World ETF) in their 13F filings.
Who is the largest institutional holder of UMMA?
The largest institutional holder of UMMA is RFG Advisory, LLC with $7.9M in shares.
Is institutional ownership of UMMA increasing or decreasing?
This quarter, 13 institutions opened new positions in UMMA and 3 closed their positions.