UMMA Institutional Ownership & Shareholders
WAHED DOW JONES ISLAMIC WRLD (UMMA) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of UMMA tracked by InsiderSet, reporting ownership valued at approximately $4.50M 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 $4.03M, representing an estimated loss of -10.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed UMMA value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Rfg Advisory, Llc, 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
48
Total Reported Value
$37.27M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$4.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0.01% | 114,041 | $4,501,766 | $4,030,209 | -$471,557 | -10.47% | |
| Rfg Advisory, Llc | 0.06% | 122,241 | $4,499,363 | $4,319,997 | -$179,366 | -3.99% | |
| Morgan Stanley | 0.00% | 88,159 | $3,480,117 | $3,115,539 | -$364,578 | -10.48% | |
| Flow Traders U.S. Llc | 0.14% | 85,509 | $3,375,000 | $3,021,888 | -$353,112 | -10.46% | |
| Citadel Advisors Llc | 0.00% | 81,313 | $3,209,831 | $2,873,601 | -$336,230 | -10.47% | |
| Susquehanna International Group, Llp | 0.00% | 47,625 | $1,879,997 | $1,683,068 | -$196,929 | -10.47% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 48,263 | $1,776,436 | $1,705,614 | -$70,822 | -3.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 46,168 | $1,687,429 | $1,631,577 | -$55,852 | -3.31% | |
| Apollon Wealth Management, Llc | 0.02% | 36,826 | $1,355,485 | $1,301,431 | -$54,054 | -3.99% | |
| Farther Finance Advisors, Llc | 0.01% | 30,547 | $1,124,352 | $1,079,531 | -$44,821 | -3.99% | |
| Sageoak Financial, Llc | 0.56% | 23,342 | $859,146 | $824,906 | -$34,240 | -3.99% | |
| Td Waterhouse Canada Inc. | 0.00% | 18,871 | $701,158 | $666,901 | -$34,257 | -4.89% | |
| Kaizen Financial Strategies | 0.27% | 18,614 | $685,133 | $657,819 | -$27,314 | -3.99% | |
| Purpose Unlimited Inc. | 0.03% | 16,286 | $654,109 | $575,547 | -$78,562 | -12.01% | |
| Jones Financial Companies Lllp | 0.00% | 15,005 | $580,844 | $530,277 | -$50,567 | -8.71% | |
| Compass Capital Corp | 0.19% | 15,267 | $574,650 | $539,536 | -$35,114 | -6.11% | |
| Quadrature Capital Ltd | 0.00% | 14,514 | $572,940 | $512,925 | -$60,015 | -10.47% | |
| Allworth Financial Lp | 0.00% | 12,477 | $492,527 | $440,937 | -$51,590 | -10.47% | |
| Regions Financial Corp | 0.00% | 11,215 | $442,712 | $396,338 | -$46,374 | -10.47% | |
| Envestnet Asset Management Inc | 0.00% | 10,882 | $429,573 | $384,570 | -$45,003 | -10.48% | |
| Financial Engines Advisors L.L.C. | 0.00% | 10,454 | $412,672 | $369,444 | -$43,228 | -10.48% | |
| Truist Financial Corp | 0.00% | 11,150 | $410,403 | $394,041 | -$16,362 | -3.99% | |
| Y.D. More Investments Ltd | 0.01% | 9,450 | $347,830 | $333,963 | -$13,867 | -3.99% | |
| Valeo Financial Advisors, Llc | 0.01% | 9,175 | $337,699 | $324,245 | -$13,454 | -3.98% | |
| Ifg Advisors, Llc | 0.04% | 8,821 | $324,677 | $311,734 | -$12,943 | -3.99% | |
| Freedom Investment Management, Inc. | 0.08% | 7,110 | $280,667 | $251,267 | -$29,400 | -10.47% | |
| Earned Wealth Advisors, Llc | 0.02% | 6,522 | $257,456 | $230,487 | -$26,969 | -10.48% | |
| Wealthcare Advisory Partners Llc | 0.00% | 6,742 | $248,155 | $238,262 | -$9,893 | -3.99% | |
| Mml Investors Services, Llc | 0.00% | 5,851 | $230,974 | $206,774 | -$24,200 | -10.48% | |
| Sincerus Advisory, Llc | 0.15% | 6,039 | $222,262 | $213,418 | -$8,844 | -3.98% | |
| Bank Of Montreal | 0.00% | 4,107 | $162,124 | $145,141 | -$16,983 | -10.48% | |
| Providence Capital Advisors, Llc | 0.02% | 3,998 | $157,822 | $141,289 | -$16,533 | -10.48% | |
| Fifth Third Bancorp | 0.00% | 3,980 | $157,111 | $140,653 | -$16,458 | -10.48% | |
| Umb Bank, N.A. | 0.00% | 3,241 | $127,938 | $114,537 | -$13,401 | -10.47% | |
| Ifp Advisors, Inc | 0.00% | 3,124 | $114,986 | $110,402 | -$4,584 | -3.99% | |
| Royal Bank Of Canada | 0.00% | 2,331 | $92,000 | $82,378 | -$9,622 | -10.46% | |
| Parallel Advisors, Llc | 0.00% | 2,400 | $88,338 | $84,816 | -$3,522 | -3.99% | |
| Smartleaf Asset Management Llc | 0.00% | 2,010 | $78,310 | $71,033 | -$7,277 | -9.29% | |
| National Bank Of Canada | 0.00% | 1,732 | $68,223 | $61,209 | -$7,014 | -10.28% | |
| Pacific Center For Financial Services | 0.01% | 1,448 | $53,293 | $51,172 | -$2,121 | -3.98% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,204 | $47,533 | $42,549 | -$4,984 | -10.48% | |
| Larson Financial Group Llc | 0.00% | 1,202 | $47,449 | $42,479 | -$4,970 | -10.48% | |
| Jpmorgan Chase & Co | 0.00% | 1,210 | $47,142 | $42,761 | -$4,381 | -9.29% | |
| Ubs Group Ag | 0.00% | 886 | $34,975 | $31,311 | -$3,664 | -10.48% | |
| Strengthening Families & Communities, Llc | 0.01% | 898 | $33,050 | $31,735 | -$1,315 | -3.98% | |
| Nvwm, Llc | 0.00% | 45 | $1,656 | $1,590 | -$66 | -3.97% | |
| Vanguard Advisers Inc | 0.00% | 5 | $197 | $177 | -$20 | -10.30% | |
| Fmr Llc | 0.00% | 1 | $39 | $35 | -$4 | -9.38% |
Frequently asked questions about UMMA
Who are the largest institutional holders of UMMA?
The largest institutional holders of UMMA reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Rfg Advisory, Llc, Morgan Stanley, Flow Traders U.S. Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported UMMA position.
What is UMMA institutional ownership?
This page tracks UMMA positions reported by institutional investment managers through SEC Form 13F. WAHED DOW JONES ISLAMIC WRLD (UMMA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UMMA?
InsiderSet currently tracks 48 institutional managers reporting UMMA 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 UMMA shareholders.
How much UMMA stock do institutions own?
Institutional investment managers disclosed approximately $37.27M in UMMA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UMMA institutional ownership last updated?
The latest UMMA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 UMMA 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 UMMA position after the reporting date.
Are institutions buying or selling UMMA?
Institutional buying and selling can be analyzed by comparing UMMA positions across consecutive 13F reporting periods. InsiderSet's UMMA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UMMA ownership changes.
How has UMMA institutional ownership changed over time?
InsiderSet tracks UMMA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.