Wahed Ftse USA Shariah ETFHLALETF

13F holders, Q4 2025 (December 31)
53holders +11
9new positions
0sold out
$62.05avg. 13F price*

At the end of Q4 2025, 53 institutions reported holding Wahed Ftse USA Shariah ETF (HLAL) in their 13F filings, up 11 from Q3 2025. 9 opened new positions and 0 sold out. The largest holders were Goldman Sachs Group Inc. ($4.9M), Mercer Global Advisors Inc. ($4.7M) and rebel Financial LLC ($3.7M).

Company
Wahed Ftse USA Shariah ETF
Filed as
LISTED FDS TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$1.4M
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 154,246 shares bought and 3,825 shares sold, net +150,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Goldman Sachs Group Inc. 0.00% No change 78,935 $4.9M
Mercer Global Advisors Inc. 0.01% Add +230.3% 76,175 $4.7M
rebel Financial LLC 1.59% Add +0.0% 60,159 $3.7M
Mission Wealth Management, LP 0.05% Reduce -1.4% 35,924 $2.2M
Farther Finance Advisors, LLC 0.02% Add +0.1% 35,722 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +5.7% 30,428 $1.9M
Royal Bank of Canada 0.00% Add +47.5% 27,797 $1.7M
Federation des caisses Desjardins du Quebec 0.00% Add +0.9% 13,672 $848K
Valeo Financial Advisors, LLC 0.02% Add +0.7% 11,589 $719K
Wesbanco Bank Inc. 0.02% Reduce -4.5% 10,614 $658K
Cibc World Market Inc. 0.00% Add +1.0% 10,511 $652K
TD Waterhouse Canada Inc. 0.00% Add +0.4% 10,024 $621K
Cetera Investment Advisers 0.00% Add +3.2% 9,350 $580K
Sepio Capital, LP 0.03% Add +33.4% 8,308 $515K
Walkner Condon Financial Advisors LLC 0.07% No change 7,985 $495K
Compass Capital Corp. /Ma/ 0.19% Reduce -23.4% 7,631 $484K
Apollon Wealth Management, LLC 0.01% Add +0.7% 7,760 $481K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.4% 7,034 $436K
MML Investors Services, LLC 0.00% Reduce -5.4% 6,717 $417K
Snowden Capital Advisors LLC 0.01% Add +2.7% 6,605 $410K
Purpose Unlimited Inc. 0.02% — 6,413 $398K
Brookwood Investment Group LLC 0.04% No change 5,800 $360K
Strengthening Families & Communities, LLC 0.11% Add +32.8% 5,056 $314K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.2% 5,049 $313K
United Capital Financial Advisors, LLC 0.00% No change 4,969 $308K
Susquehanna International Group, LLP 0.00% New 4,748 $295K
BLVD Private Wealth, LLC 0.25% Add +0.8% 4,642 $288K
Atomic Invest LLC 0.16% — 4,511 $282K
Raymond James Financial Inc. 0.00% No change 4,533 $281K
Jones Financial Companies LLLP 0.00% Add +30.8% 4,047 $251K
NewEdge Advisors, LLC 0.00% No change 3,899 $242K
1832 Asset Management L.P. 0.00% No change 3,808 $236K
Main Street Financial Solutions, LLC 0.02% New 3,778 $234K
Allworth Financial LP 0.00% New 3,627 $225K
Park Avenue Securities LLC 0.00% New 3,613 $224K
Kaizen Financial Strategies 0.10% No change 3,505 $217K
Strategic Blueprint, LLC 0.01% New 3,242 $201K
Kestra Advisory Services, LLC 0.00% New 2,380 $148K
Providence Capital Advisors, LLC 0.02% No change 2,244 $139K
Bank of Montreal 0.00% Add +482.8% 2,069 $128K
Osaic Holdings, Inc. 0.00% Reduce -2.7% 2,007 $124K
Murphy & Mullick Capital Management Corp 0.07% New 1,500 $93K
Larson Financial Group LLC 0.00% Add +2.5% 1,023 $63K
Morgan Stanley 0.00% No change 1,010 $63K
Pacific Center for Financial Services 0.01% No change 978 $58K
IFP Advisors, Inc 0.00% Add +0.1% 875 $54K
Steward Partners Investment Advisory, LLC 0.00% No change 865 $54K
Qube Research & Technologies Ltd 0.00% Add +346.7% 536 $33K
UBS Group AG 0.00% Add +1.7% 300 $19K
Bank of America Corp. 0.00% New 75 $5K
Go Invest LLC 0.00% — 58 $4K
Cwm, LLC 0.00% New 45 $3K
FMR LLC 0.00% No change 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.