UMMA — WAHED DOW JONES ISLAMIC WRLD
As of Q2 2026, 5 SEC-registered investment managers reported holding UMMA (WAHED DOW JONES ISLAMIC WRLD) in their latest 13F filings, with a combined reported value of $6.77M across 171.57K shares. That is +12.1% by share count (+18.55K shares) versus the previous quarter, while reported value moved +44.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 88.16K | $3.48M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 81.31K | $3.21M | 0.00% | Add |
| Goldman Sachs Group history | Q3 2025 | 65.08K | $1.79M | 0.00% | New |
| Bank of America Corp history | Q3 2025 | 12.58K | $346.68K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 1.21K | $47.14K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 886 | $34.98K | 0.00% | Reduce |
| Wells Fargo & Co history | Q1 2025 | 505 | $12.03K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1 | $39 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.21K sh · $47.14K
- Fidelity Management & Research (FMR) 1 sh · $39
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q1 2022 | Q2 2022 | Q4 2022 | Q1 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | — | 1 | — | 1 | 1 | 2 | 1 | 2 | 1.78K | 46.96K | 86.80K | 88.16K |
| Citadel Advisors | — | 21.69K | 62.60K | — | 62.33K | 78.26K | — | — | — | 15.61K | — | 46.69K | 78.70K | 62.73K | 81.31K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.21K |
| UBS Group AG | 304 | 90 | 91 | 36 | 83 | 251 | — | 30 | 30 | 30 | 200 | 1.03K | 740 | 3.49K | 886 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | 1 | — | — | — | — | 1 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | 65.08K | — | — | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | 12.58K | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 505 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details