Institutional shares held 500,116
0 calls
0 puts
Total value of holdings $12.8M
$0 calls
$0 puts
# of Institutions 25


Latest Institutional Activity in UMMA

Top Purchases

Q1 2025
Susquehanna International Group, LLP Shares Held: 36.6K ($935K)
Q1 2025
Citadel Advisors LLC Shares Held: 15.6K ($398K)
Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 10.2K ($261K)
Q1 2025
Courage Miller Partners, LLC Shares Held: 8.84K ($226K)
Q1 2025
Mercer Global Advisors Inc Shares Held: 46.7K ($1.19M)

Top Sells

Q1 2025
Jane Street Group, LLC Shares Held: 18.3K ($468K)
Q1 2025
Rfg Advisory, LLC Shares Held: 112K ($2.85M)
Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 48K ($1.22M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 58.4K ($1.49M)
Q1 2025
Ifg Advisors, LLC Shares Held: 9.05K ($231K)

About UMMA

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