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 45 institutions that hold shares in the stock, with a total of 510,863 shares, which have been reported (via 13F filing form) to have a value of $27.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
5,054
shares
|
$270,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,969
shares
|
$265,692
0.0% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
4,359
shares
|
$233,075
0.22% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,239
shares
|
$226,659
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,195
shares
|
$224,306
0.14% of portfolio
|
Q1 2025
Reduced 37.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,899
shares
|
$208,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,189
shares
|
$63,575
0.04% of portfolio
|
Q1 2025
Reduced 20.36%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
978
shares
|
$52,293
0.01% of portfolio
|
Q4 2021
Added 0.2%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
890
shares
|
$47,588
0.0% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
878
shares
|
$46,946
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
865
shares
|
$46,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
784
shares
|
$41,920
0.0% of portfolio
|
Q1 2025
Added 527.2%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
770
shares
|
$41,171
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
711
shares
|
$38,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
261
shares
|
$13,955
0.0% of portfolio
|
Q1 2025
Added 64.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
142
shares
|
$7,592
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
130
shares
|
$6,951
0.0% of portfolio
|
Q1 2025
Added 225.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
100
shares
|
$5,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2
shares
|
$106
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|