IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wahed DOW Jones Islamic Wrld (UMMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
DECREASED
Shares122,241 from 128,221
Change-5,980 (-5%)
Value$4.5M (-$562.2K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares48,263 from 48,263
Change0 (0%)
Value$1.8M (-$128.7K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares46,168 from 50,186
Change-4,018 (-8%)
Value$1.7M (-$202.8K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares36,826 from 36,570
Change+256 (+1%)
Value$1.4M (-$88.1K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares30,547 from 26,095
Change+4,452 (+17%)
Value$1.1M (+$94.4K)
Filed 2026-10-08
SageOak Financial, LLC
DECREASED
Shares23,342 from 23,615
Change-273 (-1%)
Value$859.1K (-$73.1K)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares18,871 from 513
Change+18,358 (+3579%)
Value$701.2K (+$681.6K)
Filed 2026-10-16
Kaizen Financial Strategies
INCREASED
Shares18,614 from 17,793
Change+821 (+5%)
Value$685.1K (+$6.7K)
Filed 2026-10-09
Allworth Financial LP
UNCHANGED
Shares12,477 from 12,477
Change0 (0%)
Value$492.5K ($0)
Filed 2026-11-06
Regions Financial Corp
INCREASED
Shares12,168 from 11,215
Change+953 (+9%)
Value$447.9K (+$5.2K)
Filed 2026-11-05
Truist Financial Corp
NEW
Shares11,150
Change+11,150
Value$410.4K
Filed 2026-10-30
Layline Advisors, LLC
INCREASED
Shares10,027 from 9,986
Change+41 (+0%)
Value$369.1K (-$25.1K)
Filed 2026-11-02
Earned Wealth Advisors, LLC
INCREASED
Shares9,471 from 6,522
Change+2,949 (+45%)
Value$348.6K (+$91.1K)
Filed 2026-11-06
Y.D. More Investments Ltd
UNCHANGED
Shares9,450 from 9,450
Change0 (0%)
Value$347.8K (-$25.2K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
INCREASED
Shares9,175 from 8,502
Change+673 (+8%)
Value$337.7K (+$2.1K)
Filed 2026-10-08
IFG Advisors, LLC
DECREASED
Shares8,821 from 9,233
Change-412 (-4%)
Value$324.7K (-$39.8K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares6,952 from 1,202
Change+5,750 (+478%)
Value$255.9K (+$208.4K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
UNCHANGED
Shares6,742 from 6,742
Change0 (0%)
Value$248.2K (-$18.0K)
Filed 2026-10-21
Sincerus Advisory, LLC
NEW
Shares6,039
Change+6,039
Value$222.3K
Filed 2026-10-09
Fifth Third Bancorp
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$146.5K (-$10.6K)
Filed 2026-11-05
UMB Bank, n.a.
UNCHANGED
Shares3,241 from 3,241
Change0 (0%)
Value$119.3K (-$8.6K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares3,124 from 2,857
Change+267 (+9%)
Value$115.0K (+$2.2K)
Filed 2026-10-16
Parallel Advisors, LLC
NEW
Shares2,400
Change+2,400
Value$88.3K
Filed 2026-11-03
Pacific Center for Financial Services
INCREASED
Shares1,448 from 919
Change+529 (+58%)
Value$53.3K (+$17.0K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
DECREASED
Shares898 from 8,538
Change-7,640 (-89%)
Value$33.1K (-$304.0K)
Filed 2026-10-21
Nvwm, LLC
INCREASED
Shares45 from 31
Change+14 (+45%)
Value$1.7K (+$432)
Filed 2026-10-14
Sepio Capital, LP
CLOSED
Shares0 from 5,350
Change-5,350 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-22
Mercer Global Advisors Inc
N/A
Shares— from 114,041
Change-114,041 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 88,159
Change-88,159 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 85,509
Change-85,509 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 81,313
Change-81,313 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,625
Change-47,625 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 15,267
Change-15,267 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 14,514
Change-14,514 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,483
Change-7,483 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
UBS Group AG
N/A
Shares— from 886
Change-886 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
RFG Advisory, LLC
DECREASED122,241128,221-5,980-5%$5.1M$4.5M-$562.2K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED48,26348,26300%$1.9M$1.8M-$128.7K2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED46,16850,186-4,018-8%$1.9M$1.7M-$202.8K2026-10-13
Apollon Wealth Management, LLC
INCREASED36,82636,570+256+1%$1.4M$1.4M-$88.1K2026-10-23
Farther Finance Advisors, LLC
INCREASED30,54726,095+4,452+17%$1.0M$1.1M+$94.4K2026-10-08
SageOak Financial, LLC
DECREASED23,34223,615-273-1%$932.2K$859.1K-$73.1K2026-10-19
TD Waterhouse Canada Inc.
INCREASED18,871513+18,358+3579%$19.5K$701.2K+$681.6K2026-10-16
Kaizen Financial Strategies
INCREASED18,61417,793+821+5%$678.4K$685.1K+$6.7K2026-10-09
Allworth Financial LP
UNCHANGED12,47712,47700%$492.5K$492.5K$02026-11-06
Regions Financial Corp
INCREASED12,16811,215+953+9%$442.7K$447.9K+$5.2K2026-11-05
Truist Financial Corp
NEW11,150—+11,150——$410.4K—2026-10-30
Layline Advisors, LLC
INCREASED10,0279,986+41+0%$394.2K$369.1K-$25.1K2026-11-02
Earned Wealth Advisors, LLC
INCREASED9,4716,522+2,949+45%$257.5K$348.6K+$91.1K2026-11-06
Y.D. More Investments Ltd
UNCHANGED9,4509,45000%$373.0K$347.8K-$25.2K2026-11-02
Valeo Financial Advisors, LLC
INCREASED9,1758,502+673+8%$335.6K$337.7K+$2.1K2026-10-08
IFG Advisors, LLC
DECREASED8,8219,233-412-4%$364.5K$324.7K-$39.8K2026-10-15
Larson Financial Group LLC
INCREASED6,9521,202+5,750+478%$47.4K$255.9K+$208.4K2026-11-05
Wealthcare Advisory Partners LLC
UNCHANGED6,7426,74200%$266.1K$248.2K-$18.0K2026-10-21
Sincerus Advisory, LLC
NEW6,039—+6,039——$222.3K—2026-10-09
Fifth Third Bancorp
UNCHANGED3,9803,98000%$157.1K$146.5K-$10.6K2026-11-05
UMB Bank, n.a.
UNCHANGED3,2413,24100%$127.9K$119.3K-$8.6K2026-11-06
IFP Advisors, Inc
INCREASED3,1242,857+267+9%$112.8K$115.0K+$2.2K2026-10-16
Parallel Advisors, LLC
NEW2,400—+2,400——$88.3K—2026-11-03
Pacific Center for Financial Services
INCREASED1,448919+529+58%$36.3K$53.3K+$17.0K2026-10-15
Strengthening Families & Communities, LLC
DECREASED8988,538-7,640-89%$337.0K$33.1K-$304.0K2026-10-21
Nvwm, LLC
INCREASED4531+14+45%$1.2K$1.7K+$4322026-10-14
Sepio Capital, LP
CLOSED05,350-5,350-100%$211.2K$0-$211.2K2026-10-22
Mercer Global Advisors Inc
N/A—114,041-114,041-100%$4.5M———
Morgan Stanley
N/A—88,159-88,159-100%$3.5M———
Flow Traders U.S. LLC
N/A—85,509-85,509-100%$3.4M———
Citadel Advisors LLC
N/A—81,313-81,313-100%$3.2M———
Susquehanna International Group, LLP
N/A—47,625-47,625-100%$1.9M———
Purpose Unlimited Inc.
N/A—16,286-16,286-100%$654.1K———
Compass Capital Corp
N/A—15,267-15,267-100%$574.7K———
Jones Financial Companies Lllp
N/A—15,005-15,005-100%$580.8K———
Quadrature Capital Ltd
N/A—14,514-14,514-100%$572.9K———
Envestnet Asset Management Inc
N/A—10,882-10,882-100%$429.6K———
Financial Engines Advisors L.L.C.
N/A—10,454-10,454-100%$412.7K———
Main Street Financial Solutions, LLC
N/A—10,322-10,322-100%$407.5K———
HighTower Advisors, LLC
N/A—7,483-7,483-100%$295.4K———
Freedom Investment Management, Inc.
N/A—7,110-7,110-100%$280.7K———
MML Investors Services, LLC
N/A—5,851-5,851-100%$231.0K———
Bank of Montreal
N/A—4,107-4,107-100%$162.1K———
Providence Capital Advisors, LLC
N/A—3,998-3,998-100%$157.8K———
Royal Bank of Canada
N/A—2,331-2,331-100%$92.0K———
Smartleaf Asset Management LLC
N/A—2,010-2,010-100%$78.3K———
National Bank of Canada
N/A—1,732-1,732-100%$68.2K———
Northwestern Mutual Wealth Management Co
N/A—1,382-1,382-100%$54.6K———
JPMorgan Chase & Co
N/A—1,210-1,210-100%$47.1K———
Steward Partners Investment Advisory, LLC
N/A—1,204-1,204-100%$47.5K———
UBS Group AG
N/A—886-886-100%$35.0K———
Vanguard Advisers Inc
N/A—5-5-100%$197———
FMR LLC
N/A—1-1-100%$39———
Showing 53 of 53 institutions