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 21 institutions that hold shares in the stock, with a total of 509,958 shares, which have been reported (via 13F filing form) to have a value of $12.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$2.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
91,074
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 499.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
58,392
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
55,000
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
49,153
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
41,064
shares
|
$987,178
0.0% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
24,446
shares
|
$587,681
0.52% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,948
shares
|
$527,629
0.01% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,103
shares
|
$339,036
0.01% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,565
shares
|
$253,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
9,450
shares
|
$227,178
0.02% of portfolio
|
Q1 2024
Added 27.7%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
9,051
shares
|
$217,586
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
8,839
shares
|
$212,489
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,608
shares
|
$38,656
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,169
shares
|
$28,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$27,646
0.0% of portfolio
|
Q1 2024
Reduced 92.96%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
712
shares
|
$17,116
0.0% of portfolio
|
Q1 2025
Added 34.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
380
shares
|
$9,135
0.0% of portfolio
|
Q4 2024
Reduced 93.48%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
30
shares
|
$721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$48
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
|