WAHED DOW JONES ISLAMIC WRLD (UMMA) Institutional Shareholders
WAHED DOW JONES ISLAMIC WRLD (UMMA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $28.06M in UMMA holdings during the latest filing period.
Rfg Advisory, Llc is currently the largest disclosed institutional shareholder of UMMA tracked by InsiderSet, reporting ownership valued at approximately $5.06M in its June 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 $4.64M, representing an estimated loss of -8.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed UMMA value among the investors covered in this analysis. Major shareholders include Rfg Advisory, Llc, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WAHED DOW JONES ISLAMIC WRLD (UMMA).
This page ranks the largest institutional UMMA 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
39
Total Reported Value
$28.06M
Largest Holder
Rfg Advisory, Llc
Largest Position
$5.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rfg Advisory, Llc | 0.08% | 128,221 | $5,061,534 | $4,642,882 | -$418,652 | -8.27% | |
| Mercer Global Advisors Inc | 0.00% | 109,265 | $3,349,399 | $3,956,486 | +$607,087 | +18.13% | |
| Morgan Stanley | 0.00% | 86,796 | $2,660,666 | $3,142,883 | +$482,217 | +18.12% | |
| Citadel Advisors Llc | 0.00% | 62,732 | $1,922,987 | $2,271,526 | +$348,539 | +18.12% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.03% | 48,263 | $1,905,182 | $1,747,603 | -$157,579 | -8.27% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 50,186 | $1,890,254 | $1,817,235 | -$73,019 | -3.86% | |
| Susquehanna International Group, Llp | 0.00% | 49,808 | $1,526,814 | $1,803,548 | +$276,734 | +18.12% | |
| Apollon Wealth Management, Llc | 0.02% | 36,570 | $1,443,592 | $1,324,200 | -$119,392 | -8.27% | |
| Farther Finance Advisors, Llc | 0.01% | 26,095 | $1,029,927 | $944,900 | -$85,027 | -8.26% | |
| Sageoak Financial, Llc | 0.61% | 23,615 | $932,201 | $855,099 | -$77,102 | -8.27% | |
| Kaizen Financial Strategies | 0.27% | 17,793 | $678,397 | $644,285 | -$34,112 | -5.03% | |
| Compass Capital Corp | 0.19% | 15,267 | $542,742 | $552,818 | +$10,076 | +1.86% | |
| Purpose Unlimited Inc. | 0.02% | 14,768 | $456,366 | $534,749 | +$78,383 | +17.18% | |
| Royal Bank Of Canada | 0.00% | 14,023 | $430,000 | $507,773 | +$77,773 | +18.09% | |
| Envestnet Asset Management Inc | 0.00% | 10,882 | $429,573 | $394,037 | -$35,536 | -8.27% | |
| Ifg Advisors, Llc | 0.05% | 9,233 | $364,480 | $334,327 | -$30,153 | -8.27% | |
| Jones Financial Companies Lllp | 0.00% | 12,196 | $362,989 | $441,617 | +$78,628 | +21.66% | |
| Regions Financial Corp | 0.00% | 11,215 | $343,785 | $406,095 | +$62,310 | +18.12% | |
| Valeo Financial Advisors, Llc | 0.01% | 8,502 | $335,598 | $307,857 | -$27,741 | -8.27% | |
| Financial Engines Advisors L.L.C. | 0.00% | 10,589 | $324,595 | $383,428 | +$58,833 | +18.12% | |
| Allworth Financial Lp | 0.00% | 9,954 | $305,125 | $360,434 | +$55,309 | +18.13% | |
| Y.D. More Investments Ltd | 0.01% | 9,450 | $289,680 | $342,185 | +$52,505 | +18.13% | |
| Wealthcare Advisory Partners Llc | 0.01% | 6,742 | $266,140 | $244,128 | -$22,012 | -8.27% | |
| Strengthening Families & Communities, Llc | 0.07% | 8,511 | $260,910 | $308,183 | +$47,273 | +18.12% | |
| Sepio Capital, Lp | 0.01% | 5,350 | $211,189 | $193,724 | -$17,466 | -8.27% | |
| Providence Capital Advisors, Llc | 0.02% | 3,998 | $122,555 | $144,768 | +$22,213 | +18.12% | |
| Fifth Third Bancorp | 0.00% | 3,980 | $122,003 | $144,116 | +$22,113 | +18.12% | |
| Ifp Advisors, Inc | 0.00% | 2,857 | $112,780 | $103,452 | -$9,328 | -8.27% | |
| Ubs Group Ag | 0.00% | 3,492 | $107,044 | $126,445 | +$19,401 | +18.12% | |
| Smartleaf Asset Management Llc | 0.00% | 2,010 | $59,325 | $72,782 | +$13,457 | +22.68% | |
| National Bank Of Canada | 0.00% | 1,732 | $53,017 | $62,716 | +$9,699 | +18.29% | |
| Bank Of Montreal | 0.00% | 1,625 | $49,813 | $58,841 | +$9,028 | +18.12% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,004 | $30,777 | $36,355 | +$5,578 | +18.12% | |
| Pacific Center For Financial Services | 0.01% | 919 | $28,172 | $33,277 | +$5,105 | +18.12% | |
| Larson Financial Group Llc | 0.00% | 858 | $26,301 | $31,068 | +$4,767 | +18.13% | |
| Td Waterhouse Canada Inc. | 0.00% | 513 | $19,520 | $18,576 | -$944 | -4.84% | |
| Mai Capital Management | 0.00% | 128 | $3,924 | $4,635 | +$711 | +18.12% | |
| Nvwm, Llc | 0.00% | 31 | $1,224 | $1,123 | -$101 | -8.29% | |
| Vanguard Advisers Inc | 0.00% | 5 | $153 | $181 | +$28 | +18.33% |
Frequently asked questions about UMMA
Who owns the most UMMA stock?
The largest holders of UMMA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WAHED DOW JONES ISLAMIC WRLD (UMMA).
Is UMMA widely held by superinvestors?
Many widely followed stocks like UMMA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UMMA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.