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 36 institutions that hold shares in the stock, with a total of 348,541 shares, which have been reported (via 13F filing form) to have a value of $17.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
96,629
shares
|
$4.97 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
35,917
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2024
Added 6.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
29,028
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2024
Added 235.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
28,784
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2023
Added 65.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
12,658
shares
|
$651,000
0.02% of portfolio
|
Q1 2024
Added 136.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
11,077
shares
|
$569,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
10,135
shares
|
$521,243
0.0% of portfolio
|
Q1 2024
Added 24.98%
|
|
|
Kaizen Financial Strategies
|
May 02, 2024 Q1 2024 |
10,103
shares
|
$519,597
0.28% of portfolio
|
Q1 2024
Added 55.26%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
9,280
shares
|
$477,270
0.0% of portfolio
|
Q1 2024
Added 8.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
8,798
shares
|
$452,481
0.01% of portfolio
|
Q1 2024
Reduced 29.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
8,017
shares
|
$412,314
0.08% of portfolio
|
Q4 2022
Added 0.29%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
7,166
shares
|
$368,547
0.01% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Sepio Capital, LP
|
May 14, 2024 Q1 2024 |
7,090
shares
|
$364,638
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,720
shares
|
$345,609
0.0% of portfolio
|
Q1 2024
Added 37.54%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 22, 2024 Q1 2024 |
6,600
shares
|
$339,438
0.14% of portfolio
|
Q3 2023
Added 10.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
6,500
shares
|
$334,295
0.0% of portfolio
|
Q1 2024
Added 32.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,030
shares
|
$310,122
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,445
shares
|
$280,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
5,391
shares
|
$277,259
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
4,970
shares
|
$255,607
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,949
shares
|
$254,527
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2024 Q1 2024 |
4,908
shares
|
$252,418
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
4,499
shares
|
$231,383
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
4,297
shares
|
$220,994
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
3,916
shares
|
$201,399
0.0% of portfolio
|
Q1 2024
Added 12.63%
|
|