Institutional shares held 597,547
0 calls
0 puts
Total value of holdings $17M
$0 calls
$0 puts
# of Institutions 27


Latest Institutional Activity in UMMA

Top Purchases

Q3 2025
Apollon Wealth Management, LLC Shares Held: 28.6K ($813K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 16.7K ($474K)
Q2 2025
Rfg Advisory, LLC Shares Held: 178K ($5.05M)
Q2 2025
Mercer Global Advisors Inc Shares Held: 64.3K ($1.83M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 72.2K ($2.05M)

Top Sells

Q2 2025
Jane Street Group, LLC Shares Held: 17.1K ($485K)
Q4 2024
Td Waterhouse Canada Inc. Shares Held: 380 ($10.8K)
Q4 2023
Shariaportfolio, Inc. Shares Held: 13.8K ($392K)

About UMMA

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