Who Owns UMMA?
Wahed Dow Jones Islamic World ETF — Institutional Ownership & 13F Holdings
$33.67
-0.58 (-1.69%)
Market Cap
$233.1M
Shares Outstanding
5,919,152
Institutional Holders
25
Total Inst. Value
$10.4M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
8
Closed Positions
2
Increased
10
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RFG Advisory, LLC | $2.7M | 111,822 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 58,392 |
| 3 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.1M | 47,953 |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 46,747 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $872K | 36,613 |
| 6 | SageOak Financial, LLC | $582K | 24,446 |
| 7 | Apollon Wealth Management, LLC | $523K | 21,948 |
| 8 | JANE STREET GROUP, LLC | $437K | 18,349 |
| 9 | CITADEL ADVISORS LLCNew | $372K | 15,608 |
| 10 | Farther Finance Advisors, LLC | $337K | 14,103 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +19K | $1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | +6K | $1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +26K | $872K |
| SageOak Financial, LLC | +3K | $582K |
| Apollon Wealth Management, LLC | +5K | $523K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -73K | $437K |
| RFG Advisory, LLC | -53K | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | -1K | $1.1M |
| IFG Advisors, LLC | -99 | $215 |
| MORGAN STANLEY | -1 | $0 |
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Frequently Asked Questions
How many institutional investors hold UMMA?
As of Q1 2025, 25 institutional investors report holding UMMA (Wahed Dow Jones Islamic World ETF) in their 13F filings.
Which hedge fund owns the most UMMA?
The largest institutional holder of UMMA is RFG Advisory, LLC with $2.7M in shares.
Are institutions buying or selling UMMA?
This quarter, 8 institutions opened new positions in UMMA and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.