# LISTED FDS TR (UMMA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UMMA/

- Reporting holders: 4
- Reported value: $2.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 30,547 | 0.0% | 14 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $685.1K | 18,614 | 0.3% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $337.7K | 9,175 | 0.0% | 2 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $222.3K | 6,039 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $2.4M |
| Q2 2026 | 50 | $46.7M |
| Q1 2026 | 38 | $24.3M |
| Q4 2025 | 31 | $26.2M |
| Q3 2025 | 30 | $22.4M |
| Q2 2025 | 25 | $15.3M |
| Q1 2025 | 25 | $11.9M |
| Q4 2024 | 18 | $12.7M |
| Q3 2024 | 21 | $9.9M |
| Q2 2024 | 15 | $6.5M |
| Q1 2024 | 17 | $7.0M |
| Q4 2023 | 19 | $9.7M |