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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,533
shares
|
$274,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
4,359
shares
|
$264,198
0.22% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,899
shares
|
$236,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,808
shares
|
$230,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
3,807
shares
|
$230,742
0.05% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
3,505
shares
|
$212,438
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,094
shares
|
$187,527
0.0% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,244
shares
|
$136,008
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,063
shares
|
$125,038
0.0% of portfolio
|
Q3 2025
Added 81.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,010
shares
|
$61,216
0.0% of portfolio
|
Q2 2025
Added 286.97%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
998
shares
|
$60,488
0.0% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
978
shares
|
$59,276
0.02% of portfolio
|
Q4 2021
Added 0.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
878
shares
|
$53,215
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
875
shares
|
$53,033
0.0% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
865
shares
|
$52,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
355
shares
|
$21,516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
295
shares
|
$17,879
0.0% of portfolio
|
Q3 2025
Added 637.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
120
shares
|
$7,273
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
1.55% of portfolio
|
Q3 2025
Closed
|
|