WAHED DOW JONES ISLAMIC WRLD (UMMA) Institutional Ownership Changes & 13F Activity

WAHED DOW JONES ISLAMIC WRLD (UMMA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Flow Traders U.S. Llc, Citadel Advisors Llc, Quadrature Capital Ltd, Royal Bank Of Canada, and Freedom Investment Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+18,581+29.6%81,313$3.21MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+4,776+4.4%114,041$4.50MQ2 2026Aug 19, 2026
Flow Traders U.S. LlcBuy+85,50985,509$3.38MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-11,692-83.4%2,331$92.00KQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcBuy+6,5226,522$257.46KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,809+23.0%15,005$580.84KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-2,183-4.4%47,625$1.88MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+344+40.1%1,202$47.45KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-135-1.3%10,454$412.67KQ2 2026Aug 14, 2026
Umb Bank, N.A.Buy+3,2413,241$127.94KQ2 2026Aug 13, 2026
Ubs Group AgSell-2,606-74.6%886$34.98KQ2 2026Aug 13, 2026
Purpose Unlimited Inc.Buy+1,518+10.3%16,286$654.11KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,363+1.6%88,159$3.48MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+200+19.9%1,204$47.53KQ2 2026Aug 13, 2026
Fmr LlcBuy+11$39.00Q2 2026Aug 13, 2026
Bank Of MontrealBuy+2,482+152.7%4,107$162.12KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,2101,210$47.14KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+2,523+25.3%12,477$492.53KQ2 2026Aug 11, 2026
Strengthening Families & Communities, LlcBuy+27+0.3%8,538$337.02KQ2 2026Aug 11, 2026
Freedom Investment Management, Inc.Buy+7,1107,110$280.67KQ2 2026Aug 10, 2026
Quadrature Capital LtdBuy+14,51414,514$572.94KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+5,8515,851$230.97KQ2 2026Aug 07, 2026
Envestnet Asset Management IncBuy+157+1.5%10,882$429.57KQ2 2026Aug 03, 2026
Kaizen Financial StrategiesBuy+6,019+51.1%17,793$678.40KQ2 2026Jul 30, 2026
Nvwm, LlcBuy+13+72.2%31$1.22KQ2 2026Jul 29, 2026
Sepio Capital, LpBuy+5,3505,350$211.19KQ2 2026Jul 28, 2026
Td Waterhouse Canada Inc.Buy+513513$19.52KQ2 2026Jul 27, 2026
Apollon Wealth Management, LlcBuy+102+0.3%36,570$1.44MQ2 2026Jul 23, 2026
Ifg Advisors, LlcSell-400-4.2%9,233$364.48KQ2 2026Jul 22, 2026
Ifp Advisors, IncBuy+100+3.6%2,857$112.78KQ2 2026Jul 20, 2026
Showing 30 of 38

Frequently asked questions about UMMA activity

  • Which institutional owners are buying UMMA?

    Institutional owners buying UMMA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UMMA activity?

    "Buy" means an investor increased their reported position in UMMA compared to the prior reporting period. This reflects growing exposure to WAHED DOW JONES ISLAMIC WRLD (UMMA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UMMA increasing?

    Institutional interest in UMMA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.