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Wahed Dow Jones Islamic World ETF
UMMA

Overview Fund Activity

25 hedge funds and large institutions have $15.1M invested in Wahed Dow Jones Islamic World ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$4.73M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.71M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.92M
4
TSS
4
Two Sigma Securities
New York
$328K
5
VBFG
5
Vishria Bird Financial Group
Tennessee
$214K

Top Sellers

1
AWM
1
Apollon Wealth Management
South Carolina
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$455K
4
Wells Fargo
4
Wells Fargo
California
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
RFG Advisory
Alabama
$4.73M 177,694 +65,872 +59%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.92M 72,174 +17,174 +31%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.71M 64,339 +17,592 +38%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.69M 63,128 +4,736 +8%
EWM
5
Empirical Wealth Management
Washington
$1.29M 48,263 +310 +0.6%
SF
6
SageOak Financial
Oklahoma
$695K 26,091 +1,645 +7%
Jane Street
7
Jane Street
New York
$455K 17,063 -1,286 -7%
FFA
8
Farther Finance Advisors
California
$401K 15,070 +967 +7%
TSS
9
Two Sigma Securities
New York
$328K 12,324 +12,324 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$276K 10,370 +165 +2%
YDMI
11
Y.D. More Investments
Israel
$252K 9,450 – –
CMP
12
Courage Miller Partners
Virginia
$247K 9,256 +417 +5%
IA
13
IFG Advisors
Missouri
$245K 9,190 +139 +2%
VBFG
14
Vishria Bird Financial Group
Tennessee
$214K 8,031 +8,031 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$210K 7,895 +1,462 +23%
SFCL
16
Strengthening Families & Communities LLC
Massachusetts
$120K 4,508 +4,497 +40,882%
PCA
17
Providence Capital Advisors
North Carolina
$108K 4,042 +4,042 New
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$61.8K 2,320 +2,320 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$54K 2,030 +909 +81%
IA
20
IFP Advisors
Florida
$45.9K 1,724 +116 +7%
AF
21
Allworth Financial
California
$31.1K 1,169 – –
LFG
22
Larson Financial Group
Missouri
$20.6K 775 +63 +9%
UBS Group
23
UBS Group
Switzerland
$5.33K 200 +170 +567%
Raymond James Financial
24
Raymond James Financial
Florida
$4.96K 186 +186 New
Morgan Stanley
25
Morgan Stanley
New York
$57 2 +1 +100%
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