LENS Institutional Ownership & Shareholders
SARMAYA THEMATIC ETF (LENS) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.84M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sigma Planning Corp is currently the largest disclosed institutional shareholder of LENS tracked by InsiderSet, reporting ownership valued at approximately $5.84M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.82M, representing an estimated loss of -0.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed LENS value among the investors covered in this analysis. Major shareholders include Sigma Planning Corp, Sugar Maple Asset Management, Llc, Farther Finance Advisors, Llc, and several other long-term asset managers with concentrated positions in SARMAYA THEMATIC ETF (LENS).
This page ranks the largest institutional LENS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$22.84M
Largest Holder
Sigma Planning Corp
Largest Position
$5.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sigma Planning Corp | 0.15% | 136,141 | $5,836,010 | $5,817,087 | -$18,923 | -0.32% | |
| Sugar Maple Asset Management, Llc | 2.62% | 107,129 | $4,592,352 | $4,577,451 | -$14,901 | -0.32% | |
| Farther Finance Advisors, Llc | 0.02% | 81,119 | $3,477,369 | $3,466,085 | -$11,284 | -0.32% | |
| Stegent Equity Advisors, Inc. | 2.60% | 76,597 | $3,283,522 | $3,272,867 | -$10,655 | -0.32% | |
| Sanctuary Advisors, Llc | 0.01% | 74,132 | $2,875,447 | $3,167,542 | +$292,095 | +10.16% | |
| Truist Financial Corp | 0.00% | 17,865 | $765,838 | $763,343 | -$2,495 | -0.33% | |
| Nvwm, Llc | 0.13% | 15,557 | $666,890 | $664,726 | -$2,164 | -0.32% | |
| Assuredpartners Investment Advisors, Llc | 0.04% | 11,046 | $428,454 | $471,978 | +$43,524 | +10.16% | |
| Susquehanna International Group, Llp | 0.00% | 8,960 | $347,542 | $382,846 | +$35,304 | +10.16% | |
| Americana Partners, Llc | 0.01% | 6,118 | $262,263 | $261,412 | -$851 | -0.32% | |
| Citadel Advisors Llc | 0.00% | 6,100 | $236,608 | $260,643 | +$24,035 | +10.16% | |
| Gk Wealth Management Llc | 0.02% | 805 | $34,509 | $34,396 | -$113 | -0.33% | |
| Pnc Financial Services Group, Inc. | 0.00% | 611 | $23,699 | $26,107 | +$2,408 | +10.16% | |
| Montag A & Associates Inc | 0.00% | 189 | $8,102 | $8,076 | -$26 | -0.33% | |
| Parallel Advisors, Llc | 0.00% | 118 | $4,577 | $5,042 | +$465 | +10.16% |
Frequently asked questions about LENS
Who are the largest institutional holders of LENS?
The largest institutional holders of LENS reported in the latest SEC Form 13F filings include Sigma Planning Corp, Sugar Maple Asset Management, Llc, Farther Finance Advisors, Llc, Stegent Equity Advisors, Inc., and Sanctuary Advisors, Llc. InsiderSet ranks institutional holders by their latest reported LENS position.
What is LENS institutional ownership?
This page tracks LENS positions reported by institutional investment managers through SEC Form 13F. SARMAYA THEMATIC ETF (LENS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LENS?
InsiderSet currently tracks 15 institutional managers reporting LENS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LENS shareholders.
How much LENS stock do institutions own?
Institutional investment managers disclosed approximately $22.84M in LENS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LENS institutional ownership last updated?
The latest LENS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LENS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LENS position after the reporting date.
Are institutions buying or selling LENS?
Institutional buying and selling can be analyzed by comparing LENS positions across consecutive 13F reporting periods. InsiderSet's LENS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LENS ownership changes.
How has LENS institutional ownership changed over time?
InsiderSet tracks LENS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.