UMMA institutional holders

LISTED FDS TR · 13F, 2026Q2

Managers holding50
Shares held980,188
Reported value$38.5m
Quarter flows15 new, 18 added, 6 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RFG Advisory, LLC128,221$5.1m0.1%
MERCER GLOBAL ADVISORS INC /ADV114,041$4.5m0.0%
MORGAN STANLEY88,159$3.5m0.0%
FLOW TRADERS U.S. LLC85,509$3.4m0.1%
CITADEL ADVISORS LLC81,313$3.2m0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management48,263$1.9m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC50,186$1.9m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP47,625$1.9m0.0%
Apollon Wealth Management, LLC36,570$1.4m0.0%
Farther Finance Advisors, LLC26,095$1.0m0.0%
SageOak Financial, LLC23,615$932,2010.6%
Kaizen Financial Strategies17,793$678,3970.2%
Purpose Unlimited Inc.16,286$654,1090.0%
JONES FINANCIAL COMPANIES LLLP15,005$580,8440.0%
COMPASS CAPITAL CORP /MA/ /ADV15,267$574,6500.2%
Quadrature Capital Ltd14,514$572,9400.0%
Allworth Financial LP12,477$492,5270.0%
REGIONS FINANCIAL CORP11,215$442,7120.0%
ENVESTNET ASSET MANAGEMENT INC10,882$429,5730.0%
Financial Engines Advisors L.L.C.10,454$412,6720.0%
Main Street Financial Solutions, LLC10,322$407,4530.0%
Layline Advisors, LLC9,986$394,2150.4%
Y.D. More Investments Ltd9,450$373,0390.0%
IFG Advisors, LLC9,233$364,4800.1%
Strengthening Families & Communities, LLC8,538$337,0250.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UMMA"). UMMA price history · All 13F data

Get a free API keySee history bundlesDownload free samples