Institutional Ownership Listed Fds Tr Wahed Ftse Usa S (HLAL)
This table provides information about the institutional ownership of Listed Fds Tr Wahed Ftse Usa S (HLAL). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 417,621 shares, which have been reported (via 13F filing form) to have a value of $25.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
78,935
shares
|
$4.78 Million
0.0% of portfolio
|
Q2 2025
Added 89.73%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
36,445
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
35,695
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
28,784
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
23,064
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 42.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,849
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 53.34%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
14,280
shares
|
$865,510
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
13,550
shares
|
$821,265
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,506
shares
|
$697,378
0.02% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
11,114
shares
|
$673,619
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
10,404
shares
|
$630,586
0.0% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
9,982
shares
|
$605,009
0.0% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
9,955
shares
|
$603,372
0.27% of portfolio
|
Q1 2025
Reduced 42.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,061
shares
|
$549,187
0.0% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
7,985
shares
|
$483,970
0.08% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,708
shares
|
$467,181
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,103
shares
|
$430,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
7,061
shares
|
$427,967
0.0% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,432
shares
|
$389,843
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
6,228
shares
|
$377,479
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
5,800
shares
|
$351,538
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,361
shares
|
$324,930
0.0% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,059
shares
|
$306,625
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,969
shares
|
$301,171
0.0% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
4,604
shares
|
$279,048
0.23% of portfolio
|
Q3 2025
Reduced 10.29%
|
|