Wahed Ftse USA Shariah ETFHLALETF

13F holders, Q2 2026 (June 30)
61holders +4
13new positions
7sold out
$71.40avg. 13F price*

At the end of Q2 2026, 61 institutions reported holding Wahed Ftse USA Shariah ETF (HLAL) in their 13F filings, up 4 from Q1 2026. 13 opened new positions and 7 sold out. The largest holders were Goldman Sachs Group Inc. ($5.6M), Mercer Global Advisors Inc. ($4.3M) and RFG Advisory, LLC ($3.0M).

Company
Wahed Ftse USA Shariah ETF
Filed as
LISTED FDS TR (Q2 2026)
CUSIP
53656F607
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 36Q1 2024Q2 2024: 36Q2 2024Q3 2024: 39Q3 2024Q4 2024: 42Q4 2024Q1 2025: 42Q1 2025Q2 2025: 46Q2 2025Q3 2025: 42Q3 2025Q4 2025: 53Q4 2025Q1 2026: 57Q1 2026Q2 2026: 61Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$4.9M
Exits7$1.1M

All 13F filers, Q1 2026 → Q2 2026: 97,680 shares bought and 50,969 shares sold, net +46,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Goldman Sachs Group Inc. 0.00% No change 78,935 $5.6M
Mercer Global Advisors Inc. 0.01% Reduce -2.7% 60,448 $4.3M
RFG Advisory, LLC 0.05% Add +33.9% 41,657 $3.0M
Mission Wealth Management, LP 0.03% Add +1.6% 36,360 $2.6M
Farther Finance Advisors, LLC 0.02% Reduce -0.6% 35,023 $2.5M
Sequoia Financial Advisors, LLC 0.01% No change 30,428 $2.2M
Cerro Pacific Wealth Advisors LLC 0.41% New 25,122 $1.8M
Valeo Financial Advisors, LLC 0.02% Reduce -5.1% 16,399 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -0.1% 13,315 $951K
Northwestern Mutual Wealth Management Co. 0.00% Add +44.6% 11,549 $824K
Allworth Financial LP 0.00% Add +95.5% 11,098 $792K
Cetera Investment Advisers 0.00% Add +1.4% 10,717 $765K
TD Waterhouse Canada Inc. 0.00% Add +4.7% 9,054 $643K
Purpose Unlimited Inc. 0.02% Add +13.5% 8,467 $618K
Cibc World Market Inc. 0.00% Reduce -18.1% 8,642 $617K
Walkner Condon Financial Advisors LLC 0.07% Reduce -0.3% 7,954 $568K
Kaizen Financial Strategies 0.22% New 7,993 $567K
Envestnet Asset Management Inc. 0.00% Add +47.3% 7,865 $561K
MML Investors Services, LLC 0.00% Reduce -0.5% 7,852 $561K
Compass Capital Corp. /Ma/ 0.18% No change 7,631 $558K
Apollon Wealth Management, LLC 0.01% Add +1.6% 7,713 $551K
Royal Bank of Canada 0.00% Reduce -59.0% 7,574 $541K
Raymond James Financial Inc. 0.00% Add +6.1% 7,192 $513K
Snowden Capital Advisors LLC 0.01% Reduce -2.2% 7,111 $508K
Jones Financial Companies LLLP 0.00% Add +24.3% 7,224 $500K
Sepio Capital, LP 0.02% Add +0.0% 6,718 $480K
Financial Engines Advisors L.L.C. 0.00% Add +5.3% 5,465 $390K
Main Street Financial Solutions, LLC 0.02% Reduce -0.0% 4,786 $342K
JPMorgan Chase & Co. 0.00% Reduce -52.9% 4,820 $340K
Susquehanna International Group, LLP 0.00% Reduce -62.7% 4,704 $336K
LPL Financial LLC 0.00% New 4,649 $332K
Regions Financial Corp. 0.00% No change 4,374 $312K
BLVD Private Wealth, LLC 0.23% Reduce -3.8% 4,360 $311K
Tower Research Capital LLC (TRC) 0.01% New 4,179 $298K
Strengthening Families & Communities, LLC 0.07% Add +0.3% 4,164 $297K
Wealth Enhancement Advisory Services, LLC 0.00% New 4,088 $295K
NewEdge Advisors, LLC 0.00% No change 3,899 $278K
Money Concepts Capital Corp. 0.01% No change 3,892 $278K
Foundation Wealth Management, LLC 0.15% New 3,390 $242K
Wesbanco Bank Inc. 0.01% New 3,344 $239K
Strategic Blueprint, LLC 0.01% New 3,331 $238K
Larson Financial Group LLC 0.01% Add +192.3% 3,233 $231K
Stanich Group LLC 0.14% New 3,100 $221K
HighTower Advisors, LLC 0.00% New 3,036 $217K
United Capital Financial Advisors, LLC 0.00% New 3,009 $215K
Bank of Montreal 0.00% Add +4.1% 2,977 $213K
Falcon Wealth Planning 0.01% New 2,950 $211K
Osaic Holdings, Inc. 0.00% Add +11.5% 2,419 $173K
Providence Capital Advisors, LLC 0.02% No change 2,207 $158K
Murphy & Mullick Capital Management Corp 0.08% No change 1,700 $121K
IFP Advisors, Inc 0.00% Add +9.2% 1,184 $85K
Pacific Center for Financial Services 0.02% No change 978 $70K
Morgan Stanley 0.00% Reduce -1.2% 885 $63K
Steward Partners Investment Advisory, LLC 0.00% No change 756 $54K
Timbuktu Capital Management, LLC 0.05% — 500 $36K
PNC Financial Services Group, Inc. 0.00% New 375 $27K
UBS Group AG 0.00% Reduce -90.4% 300 $21K
AE Wealth Management LLC 0.00% Add +91.8% 163 $12K
Go Invest LLC 0.00% Add +8.2% 92 $7K
Wells Fargo & Company 0.00% Reduce -51.2% 41 $3K
FMR LLC 0.00% Reduce -3.7% 26 $2K

"% of holder's portfolio" is HLAL's weight in each manager's 13F, not the share of Wahed Ftse USA Shariah ETF the manager owns.