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 37 institutions that hold shares in the stock, with a total of 413,569 shares, which have been reported (via 13F filing form) to have a value of $21.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
102,919
shares
|
$5.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 43.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
39,182
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
36,063
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
28,784
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2023
Added 65.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,171
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
18,541
shares
|
$966,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
13,720
shares
|
$715,086
0.0% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
13,125
shares
|
$684,075
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
12,970
shares
|
$675,996
0.26% of portfolio
|
Q3 2024
Added 53.13%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,351
shares
|
$539,494
0.01% of portfolio
|
Q3 2024
Added 25.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
10,135
shares
|
$528,236
0.0% of portfolio
|
Q1 2024
Added 24.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
10,054
shares
|
$524,014
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
9,679
shares
|
$504,469
0.0% of portfolio
|
Q1 2024
Reduced 44.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
9,101
shares
|
$474,344
0.01% of portfolio
|
Q2 2024
Reduced 28.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
8,688
shares
|
$452,818
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
8,007
shares
|
$417,324
0.09% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
7,396
shares
|
$385,479
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
6,614
shares
|
$344,721
0.04% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,603
shares
|
$292,028
0.01% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,361
shares
|
$279,415
0.0% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
5,086
shares
|
$265,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
4,600
shares
|
$239,752
0.0% of portfolio
|
Q2 2024
Reduced 29.23%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
4,565
shares
|
$237,927
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
4,499
shares
|
$234,487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,297
shares
|
$223,959
0.0% of portfolio
|
Q1 2024
New holding
|