Wahed Ftse USA Shariah ETFHLALETF
13F holders, Q1 2025 (March 31)42holders
4new positions
5sold out
$48.78avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Wahed Ftse USA Shariah ETF (HLAL) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Two Sigma Investments, LP ($4.2M), RFG Advisory, LLC ($2.7M) and Goldman Sachs Group Inc. ($2.0M).
- Company
- Wahed Ftse USA Shariah ETF
- Filed as
- LISTED FD TR (Q1 2025)
- CUSIP
- 53656F607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 5 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 113,756 shares bought and 169,325 shares sold, net −55,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Two Sigma Investments, LP | 0.01% | Add +124.0% | 86,001 | $4.2M |
| RFG Advisory, LLC | 0.07% | Reduce -60.7% | 55,280 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 41,604 | $2.0M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -2.3% | 39,155 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +6.6% | 36,116 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 28,784 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +34.1% | 18,305 | $894K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.1% | 16,441 | $803K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.9% | 15,780 | $771K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -27.8% | 14,946 | $730K |
| Valeo Financial Advisors, LLC | 0.02% | Add +13.4% | 12,063 | $589K |
| Vishria Bird Financial Group, LLC | 0.20% | Reduce -14.5% | 11,774 | $575K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -28.0% | 10,343 | $507K |
| Cibc World Market Inc. | 0.00% | Add +30.4% | 10,112 | $494K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +19.0% | 9,031 | $441K |
| Compass Capital Corp. /Ma/ | 0.23% | Reduce -42.3% | 9,955 | $440K |
| Walkner Condon Financial Advisors LLC | 0.08% | No change | 8,007 | $391K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.8% | 7,665 | $374K |
| Cetera Investment Advisers | 0.00% | Add +42.2% | 6,622 | $323K |
| Sepio Capital, LP | 0.02% | Reduce -6.6% | 6,210 | $303K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.9% | 5,989 | $293K |
| Brookwood Investment Group LLC | 0.05% | — | 5,800 | $283K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 5,555 | $271K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,054 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 4,969 | $243K |
| Wall Street Financial Group, Inc. | 0.22% | Reduce -4.5% | 4,359 | $213K |
| Captrust Financial Advisors | 0.00% | No change | 4,239 | $207K |
| Forefront Wealth Partners, LLC | 0.14% | Reduce -37.5% | 4,195 | $205K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,899 | $190K |
| Strengthening Families & Communities, LLC | 0.04% | Reduce -20.4% | 1,189 | $58K |
| Pacific Center for Financial Services | 0.01% | No change | 978 | $48K |
| Larson Financial Group LLC | 0.00% | Add +37.6% | 890 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 865 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +81.5% | 784 | $38K |
| IFP Advisors, Inc | 0.00% | Add +3.9% | 770 | $38K |
| Allworth Financial LP | 0.00% | New | 711 | $34K |
| Morgan Stanley | 0.00% | Add +64.2% | 261 | $13K |
| Osaic Holdings, Inc. | 0.00% | No change | 142 | $7K |
| FMR LLC | 0.00% | Reduce -6.7% | 139 | $7K |
| UBS Group AG | 0.00% | Add +225.0% | 130 | $6K |
| Atala Financial Inc | 0.00% | No change | 100 | $5K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $75 |
"% 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.