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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,198
shares
|
$34,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,179
shares
|
$33,518
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,032
shares
|
$29,339
0.0% of portfolio
|
Q3 2025
Added 416.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
919
shares
|
$26,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
798
shares
|
$22,687
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|