LISTED FDS TR

Watch

Share

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

UMMA (LISTED FDS TR) is held by 24 institutional investors as of Q2 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($4.5M), MORGAN STANLEY ($3.5M), CITADEL ADVISORS LLC ($3.2M). Net institutional sentiment: Bullish.

24

Holders

(4 Elite)

$20.1M

Total Value

77% (22)

Consensus

17 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)59

Insider (Form 4)50

Activist (13D/13G)73

Congressional (STOCK Act)74

Holder Quality

61

★★★★★

Elite

81

★★★★

Strong

69

★★★

Solid

27

★★

Below

18

★

Weak

Held by 24 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for UMMA.

Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	114,041(+4.4%)	$4.5M	0.0%	+38.29%	28
MORGAN STANLEY	Increased	88,159(+1.6%)	$3.5M	0.0%	+21.00%	27
CITADEL ADVISORS LLC	Increased	81,313(+29.6%)	$3.2M	0.0%	+21.98%	33
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	50,186(+25.3%)	$1.9M	0.0%	+40.47%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	47,625(-4.4%)	$1.9M	0.0%	+37.98%	0
Farther Finance Advisors, LLC	Increased	26,095(+8.0%)	$1M	0.0%	+40.01%	27
JONES FINANCIAL COMPANIES LLLP	Increased	15,005(+23.0%)	$580,844	0.0%	+20.25%	29
Quadrature Capital Ltd	New	14,514	$572,940	0.0%	-4.75%	34
Allworth Financial LP	Increased	12,477(+25.4%)	$492,527	0.0%	+18.47%	30
REGIONS FINANCIAL CORP	Unchanged	11,215	$442,712	0.0%	+15.80%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	10,882(+1.5%)	$429,573	0.0%	+46.79%	24
Financial Engines Advisors L.L.C.	Decreased	10,454(-1.3%)	$412,672	0.0%	+57.01%	0
HighTower Advisors, LLC	New	7,483	$295,411	0.0%	-4.75%	32
MML INVESTORS SERVICES, LLC	New	5,851	$230,974	0.0%	-4.75%	32
BANK OF MONTREAL /CAN/	Increased	4,107(+152.7%)	$162,124	0.0%	+7.75%	36
FIFTH THIRD BANCORP	Unchanged	3,980	$157,111	0.0%	+15.80%	0
ROYAL BANK OF CANADA	Decreased	2,331(-83.4%)	$92,000	0.0%	+45.68%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	1,732	$68,223	0.0%	+42.30%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	1,382	$54,554	0.0%	-4.75%	32
Steward Partners Investment Advisory, LLC	Increased	1,204(+19.9%)	$47,533	0.0%	+11.79%	24

Showing 1-20 of 25

Per page:

1 / 2

UMMALISTED FDS TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer