Back to 
Financial Engines Advisors L.L.C.
Financial Engines Advisors L.L.C.
UMMA6 quarters
Position history for Financial Engines Advisors L.L.C.'s holdings in LISTED FDS TR
Yes. Financial Engines Advisors holds 10,454 shares of UMMA, worth $412,672, as of its Q2 2026 13F filing. It reduced the position by 135 shares (-1.3%) from Q1 2026. Financial Engines Advisors has held UMMA since Q1 2025, across 6 quarterly 13F filings.
Current Value
$412,672
Current Shares
10,454
Total Value Change
+$169,672
Total Shares Change
+249
Quarter-by-Quarter History
Other major holders of UMMA: MERCER GLOBAL ADVISORS INC /ADV, JANE STREET GROUP, LLC, MORGAN STANLEY