Wahed Ftse USA Shariah ETFHLALETF

13F holders, Q2 2025 (June 30)
46holders +4
6new positions
4sold out
$53.55avg. 13F price*

At the end of Q2 2025, 46 institutions reported holding Wahed Ftse USA Shariah ETF (HLAL) in their 13F filings, up 4 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Goldman Sachs Group Inc. ($4.2M), rebel Financial LLC ($3.2M) and Mission Wealth Management, LP ($2.0M).

Company
Wahed Ftse USA Shariah ETF
Filed as
LISTED FDS TR (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.3M
Exits4$4.6M

All 13F filers, Q1 2025 → Q2 2025: 108,749 shares bought and 132,042 shares sold, net −23,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Goldman Sachs Group Inc. 0.00% Add +89.7% 78,935 $4.2M
rebel Financial LLC 1.46% — 59,822 $3.2M
Mission Wealth Management, LP 0.04% Add +2.0% 36,824 $2.0M
Farther Finance Advisors, LLC 0.04% Reduce -10.4% 35,090 $1.9M
Sequoia Financial Advisors, LLC 0.01% No change 28,784 $1.5M
Royal Bank of Canada 0.00% Add +53.3% 28,069 $1.5M
RFG Advisory, LLC 0.03% Reduce -53.4% 25,786 $1.4M
Susquehanna International Group, LLP 0.00% New 21,560 $1.2M
Envestnet Asset Management Inc. 0.00% Add +4.5% 17,174 $919K
Mercer Global Advisors Inc. 0.00% Add +8.2% 16,172 $866K
Vishria Bird Financial Group, LLC 0.25% Add +21.2% 14,274 $764K
Federation des caisses Desjardins du Quebec 0.00% Reduce -16.7% 13,150 $704K
Tower Research Capital LLC (TRC) 0.02% Add +32.5% 11,968 $641K
Valeo Financial Advisors, LLC 0.01% Reduce -5.4% 11,414 $611K
Wesbanco Bank Inc. 0.02% New 11,114 $595K
Compass Capital Corp. /Ma/ 0.26% No change 9,955 $557K
TD Waterhouse Canada Inc. 0.00% Add +0.7% 10,417 $556K
Cibc World Market Inc. 0.00% Add +0.6% 10,171 $544K
Walkner Condon Financial Advisors LLC 0.08% Reduce -0.0% 8,006 $428K
Apollon Wealth Management, LLC 0.01% Add +3.3% 7,918 $424K
Cetera Investment Advisers 0.00% Add +3.7% 6,867 $368K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.1% 6,776 $363K
Forefront Wealth Partners, LLC 0.24% Add +60.0% 6,713 $354K
Snowden Capital Advisors LLC 0.01% Add +15.6% 6,424 $344K
Sepio Capital, LP 0.02% Add +0.0% 6,212 $332K
Brookwood Investment Group LLC 0.05% No change 5,800 $310K
BLVD Private Wealth, LLC 0.26% — 5,132 $275K
Financial Engines Advisors L.L.C. 0.00% No change 5,054 $270K
United Capital Financial Advisors, LLC 0.00% No change 4,969 $266K
Raymond James Financial Inc. 0.00% New 4,533 $243K
NewEdge Advisors, LLC 0.00% No change 3,899 $209K
1832 Asset Management L.P. 0.00% New 3,808 $204K
Strengthening Families & Communities, LLC 0.10% Add +184.4% 3,382 $181K
Providence Capital Advisors, LLC 0.02% New 2,244 $120K
Jones Financial Companies LLLP 0.00% Add +166.7% 2,091 $111K
Osaic Holdings, Inc. 0.00% Add +700.0% 1,136 $61K
Morgan Stanley 0.00% Add +287.0% 1,010 $54K
Pacific Center for Financial Services 0.01% No change 978 $52K
Larson Financial Group LLC 0.00% Add +9.4% 974 $52K
Steward Partners Investment Advisory, LLC 0.00% No change 865 $46K
IFP Advisors, Inc 0.00% Add +7.4% 827 $44K
Allworth Financial LP 0.00% Reduce -42.3% 410 $22K
Qube Research & Technologies Ltd 0.00% New 100 $5K
UBS Group AG 0.00% Reduce -69.2% 40 $2K
FMR LLC 0.00% Reduce -80.6% 27 $1K
Wells Fargo & Company 0.00% Reduce -50.0% 1 $37

"% 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.