Who owns Wahed Dow Jones Islamic World ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UMMA from SEC Form 13F filings across 50 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 50 institutions disclosed 980,188 shares of Wahed Dow Jones Islamic World ETF worth $38.5M — about 11.9% of shares outstanding; the largest disclosed holder is RFG Advisory, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
50
13F holders
$38.5M
value, 2026 filers
11.9%
of shares outstanding (980,188 sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UMMA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RFG Advisory, LLC | 128,221 | $5.1M | 0.1% | 1.6% | +11.4% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 114,041 | $4.5M | 0.0% | 1.4% | +4.4% |
| 3 | MORGAN STANLEY | 88,159 | $3.5M | 0.0% | 1.1% | +1.6% |
| 4 | FLOW TRADERS U.S. LLCNEW | 85,509 | $3.4M | 0.1% | 1% | new |
| 5 | CITADEL ADVISORS LLC | 81,313 | $3.2M | 0.0% | 1% | +29.6% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 50,186 | $1.9M | 0.0% | 0.6% | +25.3% |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48,263 | $1.9M | 0.0% | 0.6% | 0.0% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,625 | $1.9M | 0.0% | 0.6% | -4.4% |
| 9 | Apollon Wealth Management, LLC | 36,570 | $1.4M | 0.0% | 0.4% | +0.3% |
| 10 | Farther Finance Advisors, LLC | 26,095 | $1.0M | 0.0% | 0.3% | +8.0% |
| 11 | SageOak Financial, LLC | 23,615 | $932,201 | 0.6% | 0.3% | -5.2% |
| 12 | Kaizen Financial Strategies | 17,793 | $678,397 | 0.2% | 0.2% | +51.1% |
| 13 | Purpose Unlimited Inc. | 16,286 | $654,109 | 0.0% | 0.2% | +10.3% |
| 14 | COMPASS CAPITAL CORP /MA/ /ADV | 15,267 | $574,650 | 0.2% | 0.2% | 0.0% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 15,005 | $580,844 | 0.0% | 0.2% | +23.0% |
| 16 | Quadrature Capital LtdNEW | 14,514 | $572,940 | 0.0% | 0.2% | new |
| 17 | Allworth Financial LP | 12,477 | $492,527 | 0.0% | 0.2% | +25.3% |
| 18 | REGIONS FINANCIAL CORP | 11,215 | $442,712 | 0.0% | 0.1% | 0.0% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 10,882 | $429,573 | 0.0% | 0.1% | +1.5% |
| 20 | Financial Engines Advisors L.L.C. | 10,454 | $412,672 | 0.0% | 0.1% | -1.3% |
| 21 | Main Street Financial Solutions, LLCNEW | 10,322 | $407,453 | 0.0% | 0.1% | new |
| 22 | Layline Advisors, LLCNEW | 9,986 | $394,215 | 0.4% | 0.1% | new |
| 23 | Y.D. More Investments Ltd | 9,450 | $373,039 | 0.0% | 0.1% | 0.0% |
| 24 | IFG Advisors, LLC | 9,233 | $364,480 | 0.1% | 0.1% | -4.2% |
| 25 | Strengthening Families & Communities, LLC | 8,538 | $337,025 | 0.1% | 0.1% | +0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.