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 19 institutions that hold shares in the stock, with a total of 518,912 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
164,917
shares
|
$4.23 Million
0.11% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
91,074
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 499.13%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
51,093
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
49,153
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
41,064
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
39,489
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
21,434
shares
|
$549,353
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,678
shares
|
$427,457
0.01% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,242
shares
|
$288,132
0.01% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,565
shares
|
$270,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
9,450
shares
|
$242,203
0.02% of portfolio
|
Q1 2024
Added 27.7%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,150
shares
|
$234,514
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,510
shares
|
$38,701
0.0% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$29,474
0.0% of portfolio
|
Q1 2024
Reduced 92.96%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
531
shares
|
$13,609
0.0% of portfolio
|
Q4 2024
Added 400.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
380
shares
|
$9,739
0.0% of portfolio
|
Q4 2024
Reduced 93.48%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
30
shares
|
$768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$51
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|