LISTED FDS TR

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UMMA·53656F268·US·ETF·Unknown - Unknown

UMMA (LISTED FDS TR) is held by 18 institutional investors as of Q1 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($3.3M), MORGAN STANLEY ($2.7M), CITADEL ADVISORS LLC ($1.9M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	109,265(-1.7%)	$3.3M	0.0%	+41.33%	0
MORGAN STANLEY	Increased	86,796(+84.8%)	$2.7M	0.0%	+21.74%	41
CITADEL ADVISORS LLC	Decreased	62,732(-20.3%)	$1.9M	0.0%	+33.28%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	49,808(-3.0%)	$1.5M	0.0%	+38.24%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	40,054(-30.3%)	$1.2M	0.0%	+59.94%	0
Farther Finance Advisors, LLC	Increased	24,167(+0.0%)	$754,726	0.0%	+45.73%	25
ROYAL BANK OF CANADA	Decreased	14,023(-5.4%)	$430,000	0.0%	+45.32%	0
JONES FINANCIAL COMPANIES LLLP	Increased	12,196(+44.2%)	$362,989	0.0%	+28.23%	32
REGIONS FINANCIAL CORP	New	11,215	$343,785	0.0%	+16.01%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	10,725(+12.2%)	$328,751	0.0%	+48.24%	26
Financial Engines Advisors L.L.C.	Decreased	10,589(-0.5%)	$324,595	0.0%	+57.30%	0
Allworth Financial LP	Increased	9,954(+36.9%)	$305,125	0.0%	+26.50%	31
FIFTH THIRD BANCORP	New	3,980	$122,003	0.0%	+16.01%	31
UBS Group AG	Increased	3,492(+371.9%)	$107,044	0.0%	+20.26%	24
NATIONAL BANK OF CANADA /FI/	Decreased	1,732(-3.0%)	$53,017	0.0%	+42.56%	0
BANK OF MONTREAL /CAN/	Unchanged	1,625	$49,813	0.0%	+35.00%	0
Steward Partners Investment Advisory, LLC	New	1,004	$30,777	0.0%	+16.01%	27
MAI Capital Management	New	128	$3,924	0.0%	+16.01%	22

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer