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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +18,581 | +29.6% | 81,313 | $3.21M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +4,776 | +4.4% | 114,041 | $4.50M | Q2 2026 | Aug 19, 2026 |
| Flow Traders U.S. Llc | Buy | +85,509 | — | 85,509 | $3.38M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -11,692 | -83.4% | 2,331 | $92.00K | Q2 2026 | Aug 14, 2026 |
| Earned Wealth Advisors, Llc | Buy | +6,522 | — | 6,522 | $257.46K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,809 | +23.0% | 15,005 | $580.84K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,183 | -4.4% | 47,625 | $1.88M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +344 | +40.1% | 1,202 | $47.45K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -135 | -1.3% | 10,454 | $412.67K | Q2 2026 | Aug 14, 2026 |
| Umb Bank, N.A. | Buy | +3,241 | — | 3,241 | $127.94K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,606 | -74.6% | 886 | $34.98K | Q2 2026 | Aug 13, 2026 |
| Purpose Unlimited Inc. | Buy | +1,518 | +10.3% | 16,286 | $654.11K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,363 | +1.6% | 88,159 | $3.48M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +200 | +19.9% | 1,204 | $47.53K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1 | — | 1 | $39.00 | Q2 2026 | Aug 13, 2026 |
| Bank Of Montreal | Buy | +2,482 | +152.7% | 4,107 | $162.12K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,210 | — | 1,210 | $47.14K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +2,523 | +25.3% | 12,477 | $492.53K | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, Llc | Buy | +27 | +0.3% | 8,538 | $337.02K | Q2 2026 | Aug 11, 2026 |
| Freedom Investment Management, Inc. | Buy | +7,110 | — | 7,110 | $280.67K | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | Buy | +14,514 | — | 14,514 | $572.94K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +5,851 | — | 5,851 | $230.97K | Q2 2026 | Aug 07, 2026 |
| Envestnet Asset Management Inc | Buy | +157 | +1.5% | 10,882 | $429.57K | Q2 2026 | Aug 03, 2026 |
| Kaizen Financial Strategies | Buy | +6,019 | +51.1% | 17,793 | $678.40K | Q2 2026 | Jul 30, 2026 |
| Nvwm, Llc | Buy | +13 | +72.2% | 31 | $1.22K | Q2 2026 | Jul 29, 2026 |
| Sepio Capital, Lp | Buy | +5,350 | — | 5,350 | $211.19K | Q2 2026 | Jul 28, 2026 |
| Td Waterhouse Canada Inc. | Buy | +513 | — | 513 | $19.52K | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, Llc | Buy | +102 | +0.3% | 36,570 | $1.44M | Q2 2026 | Jul 23, 2026 |
| Ifg Advisors, Llc | Sell | -400 | -4.2% | 9,233 | $364.48K | Q2 2026 | Jul 22, 2026 |
| Ifp Advisors, Inc | Buy | +100 | +3.6% | 2,857 | $112.78K | Q2 2026 | Jul 20, 2026 |
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.