Institutional Ownership Listed Fds Tr Wahed Dow Jones (UMMA)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Dow Jones (UMMA). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 597,547 shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
177,694
shares
|
$5.05 Million
0.18% of portfolio
|
Q2 2025
Added 58.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
72,174
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 31.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
64,339
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
63,128
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
48,263
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
28,636
shares
|
$813,262
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
26,091
shares
|
$740,984
0.56% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,063
shares
|
$484,589
0.0% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,687
shares
|
$473,910
0.01% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,324
shares
|
$350,001
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
10,370
shares
|
$294,508
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
9,450
shares
|
$268,380
0.02% of portfolio
|
Q1 2024
Added 27.7%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,256
shares
|
$262,870
0.08% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
9,190
shares
|
$260,996
0.04% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
8,057
shares
|
$228,818
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,895
shares
|
$224,218
0.0% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
4,508
shares
|
$128,027
0.07% of portfolio
|
Q2 2025
Added 40881.82%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,042
shares
|
$114,792
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,320
shares
|
$65,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,030
shares
|
$57,652
0.0% of portfolio
|
Q2 2025
Added 81.09%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,724
shares
|
$48,961
0.0% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,169
shares
|
$33,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
775
shares
|
$22,010
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
200
shares
|
$5,680
0.0% of portfolio
|
Q2 2025
Added 566.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
186
shares
|
$5,282
0.0% of portfolio
|
Q2 2025
New holding
|