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 31 institutions that hold shares in the stock, with a total of 810,335 shares, which have been reported (via 13F filing form) to have a value of $23 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
215,950
shares
|
$6.14 Million
0.22% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
73,083
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
67,616
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
65,080
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,513
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 266.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
52,932
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
48,263
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
46,686
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
28,636
shares
|
$814,121
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
26,266
shares
|
$746,742
0.53% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,687
shares
|
$474,411
0.01% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,117
shares
|
$372,916
0.0% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,579
shares
|
$357,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
10,644
shares
|
$302,608
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,468
shares
|
$269,175
0.08% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
9,450
shares
|
$268,663
0.01% of portfolio
|
Q1 2024
Added 27.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,343
shares
|
$265,621
0.0% of portfolio
|
Q3 2025
Reduced 87.05%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,191
shares
|
$261,300
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
8,057
shares
|
$229,060
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
5,544
shares
|
$157,615
0.03% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,042
shares
|
$114,914
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,011
shares
|
$114,032
0.0% of portfolio
|
Q3 2025
Added 97.59%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,443
shares
|
$69,454
0.0% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,832
shares
|
$52,083
0.0% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,776
shares
|
$50,491
0.0% of portfolio
|
Q3 2025
Added 88700.0%
|
|