Who Owns Wahed Dow Jones Islamic World ETF (UMMA)?Hedge Fund & Institutional Holders

$31.61+0.51 (+1.62%)Financial ServicesNASDAQ

Institutional Holders

32

as of Q4 2025

Total Institutional Value

$3.00000020000001e+104T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$21.13$24.55$27.98$31.40$34.83Aug 24Jun 25Mar 26

UMMA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MERCER GLOBAL ADVISORS INC /ADVIncreased+38K+$985.8M
SageOak Financial, LLCNew Position+25K+$752.0M
CITADEL ADVISORS LLCIncreased+32K+$713.3M
COMPASS CAPITAL CORP /MA/ /ADVNew Position+15K+$497.0M
Courage Miller Partners, LLCNew Position+10K+$286.0M
Farther Finance Advisors, LLCIncreased+7K+$255.1M
Strengthening Families & Communities, LLCNew Position+8K+$243.0M
Main Street Financial Solutions, LLCNew Position+7K+$207.0M
COMERICA BANKNew Position+4K+$117.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+57K+$1.8M
MORGAN STANLEYIncreased+45K+$952K
Apollon Wealth Management, LLCNew Position+29K+$853K
IFG Advisors, LLCNew Position+10K+$287K
Providence Capital Advisors, LLCNew Position+4K+$119K
ENVESTNET ASSET MANAGEMENT INCNew Position+10K+$0

UMMA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GOLDMAN SACHS GROUP INCClosed Position-65K-$1.8B
JANE STREET GROUP, LLCClosed Position-63K-$1.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-2K-$458.8M
UBS Group AGDecreased-292-$7.4M
BANK OF AMERICA CORP /DE/Closed Position-13K-$346K
NATIONAL BANK OF CANADA /FI/Decreased-658-$67K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV111,141$3.0B4.57%Share
2CITADEL ADVISORS LLC78,701$2.0B0.30%Share
3SUSQUEHANNA INTERNATIONAL GROUP, LLP51,347$1.0B0.12%Share
4SageOak Financial, LLC25,428$752.0M0.54%Share
5Farther Finance Advisors, LLC24,162$715.0M7.66%Share
6COMPASS CAPITAL CORP /MA/ /ADV14,986$497.0M0.19%Share
7Courage Miller Partners, LLC9,687$286.0M0.09%Share
8Strengthening Families & Communities, LLC8,227$243.0M0.09%Share
9Main Street Financial Solutions, LLC7,018$207.0M0.02%Share
10COMERICA BANK3,980$117.0M0.47%Share
11UBS Group AG740$21.0M0.00%Share
12RFG Advisory, LLC267,313$7.9M0.15%Share
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC57,493$1.8M0.00%Share
14Empirical Financial Services, LLC d.b.a. Empirical Wealth Management48,263$1.4M0.03%Share
15MORGAN STANLEY46,796$1.0M0.00%Share
16Apollon Wealth Management, LLC28,813$853K0.01%Share
17Financial Engines Advisors L.L.C.10,644$315K0.00%Share
18IFG Advisors, LLC9,725$287K0.05%Share
19Y.D. More Investments Ltd9,450$279K0.00%Share
20Allworth Financial LP7,270$215K0.00%Share
21Providence Capital Advisors, LLC4,042$119K0.02%Share
22Pacific Center for Financial Services919$25K0.01%Share
23MORGAN STANLEY163$00.00%Share
24Larson Financial Group LLC820$00.00%Share
25ENVESTNET ASSET MANAGEMENT INC9,556$00.00%Share
26NATIONAL BANK OF CANADA /FI/1,785$00.00%Share
27BANK OF MONTREAL /CAN/1,625$00.00%Share
28ROYAL BANK OF CANADA14,825$00.00%Share
29IFP Advisors, Inc2,031$00.00%Share
30JONES FINANCIAL COMPANIES LLLP8,458$00.00%Share
31Smartleaf Asset Management LLC2,010$00.00%Share
32MORGAN STANLEY1$00.00%Share

UMMA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$8.9B+10
Q3 202520$16.8B-3
Q2 202523$12.7B-2
Q1 202525$11.4B+6
Q4 202419$5.5T-1
Q3 202420$6.4T+4
Q2 202416$3.5T-1
Q1 202417$970.0T—

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As of Q4 2025, 32 institutional investors hold UMMA (Wahed Dow Jones Islamic World ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $3.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UMMA?

As of Q4 2025, 32 institutional investors report holding UMMA (Wahed Dow Jones Islamic World ETF) in their 13F filings.

Who is the largest institutional holder of UMMA?

The largest institutional holder of UMMA is MERCER GLOBAL ADVISORS INC /ADV with $3.0B in shares.

Is institutional ownership of UMMA increasing or decreasing?

This quarter, 11 institutions opened new positions in UMMA and 3 closed their positions.