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Wahed DOW Jones Islamic Wrld (UMMA)

CUSIP: 53656F268 | NYSE | 68 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RFG Advisory, LLC122,241
0.1% of portfolio›$4.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management48,263
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC46,168
0.0% of portfolio›$1.7M
Apollon Wealth Management, LLC36,826
0.0% of portfolio›$1.4M
Farther Finance Advisors, LLC30,547
0.0% of portfolio›$1.1M
SageOak Financial, LLC23,342
0.6% of portfolio›$859.1K
TD Waterhouse Canada Inc.18,871
0.0% of portfolio›$701.2K
Kaizen Financial Strategies18,614
0.3% of portfolio›$685.1K
Allworth Financial LP12,477
0.0% of portfolio›$492.5K
Regions Financial Corp12,168
0.0% of portfolio›$447.9K
Truist Financial Corp11,150
0.0% of portfolio›$410.4K
Layline Advisors, LLC10,027
0.3% of portfolio›$369.1K
Earned Wealth Advisors, LLC9,471
0.0% of portfolio›$348.6K
Y.D. More Investments Ltd9,450
0.0% of portfolio›$347.8K
Valeo Financial Advisors, LLC9,175
0.0% of portfolio›$337.7K
IFG Advisors, LLC8,821
0.0% of portfolio›$324.7K
Larson Financial Group LLC6,952
0.0% of portfolio›$255.9K
Wealthcare Advisory Partners LLC6,742
0.0% of portfolio›$248.2K
Sincerus Advisory, LLC6,039
0.1% of portfolio›$222.3K
Fifth Third Bancorp3,980
0.0% of portfolio›$146.5K
UMB Bank, n.a.3,241
0.0% of portfolio›$119.3K
IFP Advisors, Inc3,124
0.0% of portfolio›$115.0K
Parallel Advisors, LLC2,400
0.0% of portfolio›$88.3K
Pacific Center for Financial Services1,448
0.0% of portfolio›$53.3K
Strengthening Families & Communities, LLC898
0.0% of portfolio›$33.1K
Nvwm, LLC45
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
RFG Advisory, LLC
122,241$4.5M0.1%ETFMediumBirmingham, AL2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
48,263$1.8M0.0%GrowthVery LowSeattle, WA2026-10-27
Wealth Enhancement Advisory Services, LLC
46,168$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Apollon Wealth Management, LLC
36,826$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
30,547$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
SageOak Financial, LLC
23,342$859.1K0.6%ETFLowTulsa, OK2026-10-19
TD Waterhouse Canada Inc.
18,871$701.2K0.0%CoreLowToronto, Australia2026-10-16
Kaizen Financial Strategies
18,614$685.1K0.3%ETFMediumCampbell, CA2026-10-09
Allworth Financial LP
12,477$492.5K0.0%IndexLowFolsom, CA2026-11-06
Regions Financial Corp
12,168$447.9K0.0%CoreLowBirmingham, AL2026-11-05
Truist Financial Corp
11,150$410.4K0.0%CoreLowCharlotte, NC2026-10-30
Layline Advisors, LLC
10,027$369.1K0.3%ETFLowRochester, NY2026-11-02
Earned Wealth Advisors, LLC
9,471$348.6K0.0%ETFHighWalnut Creek, CA2026-11-06
Y.D. More Investments Ltd
9,450$347.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Valeo Financial Advisors, LLC
9,175$337.7K0.0%ETFLowCarmel, IN2026-10-08
IFG Advisors, LLC
8,821$324.7K0.0%ETFVery LowSt. Louis, MO2026-10-15
Larson Financial Group LLC
6,952$255.9K0.0%GrowthLowSt Louis, MO2026-11-05
Wealthcare Advisory Partners LLC
6,742$248.2K0.0%ETFLowWest Chester, PA2026-10-21
Sincerus Advisory, LLC
6,039$222.3K0.1%ETFVery LowNew York, NY2026-10-09
Fifth Third Bancorp
3,980$146.5K0.0%IndexVery LowCincinnati, OH2026-11-05
UMB Bank, n.a.
3,241$119.3K0.0%CoreLowKansas City, MO2026-11-06
IFP Advisors, Inc
3,124$115.0K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
2,400$88.3K0.0%IndexLowSan Francisco, CA2026-11-03
Pacific Center for Financial Services
1,448$53.3K0.0%ETFMediumDanville, CA2026-10-15
Strengthening Families & Communities, LLC
898$33.1K0.0%CoreMediumBoston, MA2026-10-21
Nvwm, LLC
45$1.7K0.0%GrowthMediumYardley, PA2026-10-14