UMMA LISTED FDS TR: institutional ownership and insider trading

52 funds reported holding $39.0M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $7.58M, with 14 new positions and 2 funds selling out.

Famous investors holding UMMA

Largest institutional holders of UMMA

  1. RFG Advisory, LLC — $5.06M
  2. MERCER GLOBAL ADVISORS INC /ADV — $4.50M
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $3.48M
  4. FLOW TRADERS U.S. LLC — $3.38M
  5. CITADEL ADVISORS LLC — $3.21M
  6. Empirical Financial Services, LLC d.b.a. Empirical Wealth Management — $1.91M
  7. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $1.88M
  8. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $1.69M
  9. Apollon Wealth Management, LLC — $1.36M
  10. Farther Finance Advisors, LLC — $1.12M

Who owns the most UMMA stock?

The largest institutional holders of LISTED FDS TR in the latest 13F filings are RFG Advisory, LLC ($5.06M), MERCER GLOBAL ADVISORS INC /ADV ($4.50M), MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($3.48M).

Which famous investors own UMMA?

Ken Griffin.

All UMMA 13F holders