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On this page, we present all of the funds holding UMMA from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding UMMA, with a link to that fund's top holdings. The next columns
indicate the amount of UMMA stock held by each of the funds holding UMMA, followed by the UMMA position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 18 funds holding UMMA within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Jane Street Group LLC. For more details on the positions held by Jane Street Group LLC
(or by any of the other funds holding UMMA), click the fund name in the "Holder" column of the funds-holding-UMMA table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Jane Street Group LLC | 155,940 | $3,552 | 12/31/2023 | UMMA | 155,940 | $3,552 | 12/31/2023 | Citadel Advisors LLC | 62,333 | $1,420 | 12/31/2023 | UMMA | 62,333 | $1,420 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 44,593 | $1,071 | 03/31/2024 | UMMA | 44,593 | $1,071 | 03/31/2024 | Susquehanna International Group LLP | 40,287 | $968 | 03/31/2024 | UMMA | 40,287 | $968 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 35,019 | $841 | 03/31/2024 | UMMA | 35,019 | $841 | 03/31/2024 | Envestnet Asset Management Inc. | 17,307 | $394 | 12/31/2023 | UMMA | 17,307 | $394 | 12/31/2023 | Apollon Wealth Management LLC | 15,655 | $376 | 03/31/2024 | UMMA | 15,655 | $376 | 03/31/2024 | Royal Bank of Canada | 16,332 | $372 | 12/31/2023 | UMMA | 16,332 | $372 | 12/31/2023 | IFG Advisors LLC | 9,073 | $218 | 03/31/2024 | UMMA | 9,073 | $218 | 03/31/2024 | Truist Financial Corp | 8,843 | $201 | 12/31/2023 | UMMA | 8,843 | $201 | 12/31/2023 | Y.D. More Investments Ltd | 7,400 | $169 | 12/31/2023 | UMMA | 7,400 | $169 | 12/31/2023 | TD Waterhouse Canada Inc. | 5,830 | $133 | 12/31/2023 | UMMA | 5,830 | $133 | 12/31/2023 | Farther Finance Advisors LLC | 3,540 | $81 | 12/31/2023 | UMMA | 3,540 | $81 | 12/31/2023 | IFP Advisors Inc | 1,136 | $26 | 12/31/2023 | UMMA | 1,136 | $26 | 12/31/2023 | Providence Capital Advisors LLC | 852 | $19 | 12/31/2023 | UMMA | 852 | $19 | 12/31/2023 | Larson Financial Group LLC | 220 | $5 | 03/31/2024 | UMMA | 220 | $5 | 03/31/2024 | UBS Group AG | 83 | $2 | 12/31/2023 | UMMA | 83 | $2 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | UMMA | 0 | $0 | 03/31/2024 | Morgan Stanley | 1 | $0 | 12/31/2023 | UMMA | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UMMA
See Details: Top 10 Hedge Funds Holding UMMA
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