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 26 institutions that hold shares in the stock, with a total of 513,850 shares, which have been reported (via 13F filing form) to have a value of $13.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
111,822
shares
|
$2.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
63,128
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
55,000
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
47,953
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
46,747
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,613
shares
|
$977,567
0.0% of portfolio
|
Q1 2025
Added 246.55%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
24,446
shares
|
$652,708
0.52% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,948
shares
|
$586,011
0.01% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,349
shares
|
$489,918
0.0% of portfolio
|
Q1 2025
Reduced 79.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,608
shares
|
$416,733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,070
shares
|
$402,369
0.01% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,205
shares
|
$272,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
9,450
shares
|
$252,315
0.02% of portfolio
|
Q1 2024
Added 27.7%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
9,051
shares
|
$241,661
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
8,839
shares
|
$236,001
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
8,031
shares
|
$214,427
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,433
shares
|
$171,761
0.0% of portfolio
|
Q1 2025
Added 459.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,608
shares
|
$42,933
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,169
shares
|
$31,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,121
shares
|
$29,930
0.0% of portfolio
|
Q1 2025
Added 999.02%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
712
shares
|
$19,010
0.0% of portfolio
|
Q1 2025
Added 34.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
505
shares
|
$13,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
30
shares
|
$801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|