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Funds Holding UMMA

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC155,940$3,552 12/31/2023
     UMMA155,940$3,552 12/31/2023
Citadel Advisors LLC62,333$1,420 12/31/2023
     UMMA62,333$1,420 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management44,593$1,071 03/31/2024
     UMMA44,593$1,071 03/31/2024
Susquehanna International Group LLP40,287$968 03/31/2024
     UMMA40,287$968 03/31/2024
Wealth Enhancement Advisory Services LLC35,019$841 03/31/2024
     UMMA35,019$841 03/31/2024
Envestnet Asset Management Inc.17,307$394 12/31/2023
     UMMA17,307$394 12/31/2023
Apollon Wealth Management LLC15,655$376 03/31/2024
     UMMA15,655$376 03/31/2024
Royal Bank of Canada16,332$372 12/31/2023
     UMMA16,332$372 12/31/2023
IFG Advisors LLC9,073$218 03/31/2024
     UMMA9,073$218 03/31/2024
Truist Financial Corp8,843$201 12/31/2023
     UMMA8,843$201 12/31/2023
Y.D. More Investments Ltd7,400$169 12/31/2023
     UMMA7,400$169 12/31/2023
TD Waterhouse Canada Inc.5,830$133 12/31/2023
     UMMA5,830$133 12/31/2023
Farther Finance Advisors LLC3,540$81 12/31/2023
     UMMA3,540$81 12/31/2023
IFP Advisors Inc1,136$26 12/31/2023
     UMMA1,136$26 12/31/2023
Providence Capital Advisors LLC852$19 12/31/2023
     UMMA852$19 12/31/2023
Larson Financial Group LLC220$5 03/31/2024
     UMMA220$5 03/31/2024
UBS Group AG83$2 12/31/2023
     UMMA83$2 12/31/2023
Proequities Inc.0$0 03/31/2024
     UMMA0$0 03/31/2024
Morgan Stanley1$0 12/31/2023
     UMMA1$0 12/31/2023

See Summary: Institutional Holders of UMMA
See Details: Top 10 Hedge Funds Holding UMMA

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