Wahed Ftse USA Shariah ETFHLALETF
13F holders, Q4 2024 (December 31)42holders +3
3new positions
3sold out
1famous investor
$52.74avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding Wahed Ftse USA Shariah ETF (HLAL) in their 13F filings, up 3 from Q3 2024. 3 opened new positions and 3 sold out. The largest holders were RFG Advisory, LLC ($7.4M), Farther Finance Advisors, LLC ($2.1M) and Two Sigma Investments, LP ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wahed Ftse USA Shariah ETF
- Filed as
- LISTED FD TR (Q4 2024)
- CUSIP
- 53656F607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $429K |
| Exits | 3 | $908K |
All 13F filers, Q3 2024 → Q4 2024: 74,425 shares bought and 23,280 shares sold, net +51,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| RFG Advisory, LLC | 0.21% | Add +36.7% | 140,675 | $7.4M |
| Farther Finance Advisors, LLC | 0.08% | Add +2.3% | 40,077 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +3.0% | 38,401 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Reduce -6.0% | 33,893 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 28,784 | $1.5M |
| Citadel Advisors | 0.00% | Add +63.5% | 23,572 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 22,254 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.1% | 20,709 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.35% | — | 17,255 | $910K |
| Jane Street Group, LLC | 0.00% | Add +86.5% | 16,842 | $888K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 14,360 | $757K |
| TD Waterhouse Canada Inc. | 0.01% | No change | 14,373 | $756K |
| Vishria Bird Financial Group, LLC | 0.25% | Add +6.2% | 13,772 | $726K |
| Royal Bank of Canada | 0.00% | Add +9.6% | 13,652 | $720K |
| Valeo Financial Advisors, LLC | 0.02% | Add +2.8% | 10,639 | $561K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 8,007 | $422K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.6% | 7,809 | $412K |
| Cibc World Market Inc. | 0.00% | Reduce -23.0% | 7,755 | $409K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +16.1% | 7,587 | $400K |
| Forefront Wealth Partners, LLC | 0.26% | — | 6,713 | $354K |
| Sepio Capital, LP | 0.03% | Add +0.1% | 6,649 | $351K |
| Snowden Capital Advisors LLC | 0.01% | No change | 5,551 | $293K |
| LPL Financial LLC | 0.00% | Add +1.2% | 5,383 | $284K |
| United Capital Financial Advisors, LLC | 0.00% | Add +10.4% | 4,969 | $262K |
| Raymond James Financial Inc. | 0.00% | — | 4,877 | $257K |
| Cetera Investment Advisers | 0.00% | Add +14.6% | 4,656 | $246K |
| Wall Street Financial Group, Inc. | 0.24% | Add +0.0% | 4,566 | $241K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.5% | 4,375 | $231K |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 4,239 | $224K |
| NewEdge Advisors, LLC | 0.00% | New | 3,899 | $206K |
| 1832 Asset Management L.P. | 0.00% | New | 3,808 | $201K |
| Strengthening Families & Communities, LLC | 0.04% | Reduce -40.1% | 1,493 | $79K |
| Pacific Center for Financial Services | 0.01% | No change | 978 | $52K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 741 | $39K |
| Larson Financial Group LLC | 0.00% | Add +368.8% | 647 | $34K |
| Jones Financial Companies LLLP | 0.00% | New | 432 | $23K |
| Morgan Stanley | 0.00% | Add +6.0% | 159 | $8K |
| FMR LLC | 0.00% | No change | 149 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.0% | 142 | $7K |
| Atala Financial Inc | 0.00% | — | 100 | $5K |
| UBS Group AG | 0.00% | Add +33.3% | 40 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $49 |
"% 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.