HLAL Institutional Ownership
Wahed FTSE USA Shariah ETF
1W: +0.3%
1M: +4.0%
3M: +6.2%
YTD: +21.7%
1Y: +26.6%
3Y: +85.8%
5Y: +100.1%
$75.60
+0.67 (+0.89%)
Weekly Expected Move ±1.8%
$73
$74
$76
$77
$78
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — HLAL
69
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
14
New Positions
21
Increased
24
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 78,935 | $6M | — | +0.0% | 6Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 60,448 | $5M | -1,696 | -2.7% | 9Q | SEC ↗ |
| 3 | rebel Financial LLC | 59,825 | $5M | -334 | -0.6% | 4Q | SEC ↗ |
| 4 | RFG Advisory, LLC | 41,657 | $3M | +10,536 | +33.9% | 2Q | SEC ↗ |
| 5 | MISSION WEALTH MANAGEMENT, LP | 36,360 | $3M | +590 | +1.6% | 21Q | SEC ↗ |
| 6 | Farther Finance Advisors, LLC | 35,023 | $3M | -211 | -0.6% | 13Q | SEC ↗ |
| 7 | Sequoia Financial Advisors, LLC | 30,428 | $2M | — | +0.0% | 12Q | SEC ↗ |
| 8 | Cerro Pacific Wealth Advisors LLC NEW | 25,122 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Valeo Financial Advisors, LLC | 16,399 | $1M | -879 | -5.1% | 10Q | SEC ↗ |
| 10 | Federation des caisses Desjardins du Q | 13,315 | $1M | -7 | -0.1% | 15Q | SEC ↗ |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 11,549 | $873K | +3,562 | +44.6% | 17Q | SEC ↗ |
| 12 | Allworth Financial LP | 11,098 | $839K | +5,420 | +95.5% | 3Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 10,717 | $810K | +148 | +1.4% | 8Q | SEC ↗ |
| 14 | TD Waterhouse Canada Inc. | 9,054 | $684K | +405 | +4.7% | 19Q | SEC ↗ |
| 15 | CIBC WORLD MARKET INC. | 8,642 | $653K | -1,908 | -18.1% | 12Q | SEC ↗ |
| 16 | Purpose Unlimited Inc. | 8,467 | $640K | +1,009 | +13.5% | 3Q | SEC ↗ |
| 17 | Kaizen Financial Strategies NEW | 7,993 | $604K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Walkner Condon Financial Advisors LLC | 7,954 | $601K | -23 | -0.3% | 18Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 7,865 | $595K | +2,524 | +47.3% | 2Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 7,852 | $594K | -40 | -0.5% | 4Q | SEC ↗ |
| 21 | Apollon Wealth Management, LLC | 7,713 | $583K | +122 | +1.6% | 15Q | SEC ↗ |
| 22 | COMPASS CAPITAL CORP /MA/ /ADV | 7,631 | $577K | — | +0.0% | 7Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 7,574 | $573K | -10,891 | -59.0% | 27Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 7,224 | $546K | +1,413 | +24.3% | 7Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 7,192 | $544K | +413 | +6.1% | 5Q | SEC ↗ |
| 26 | Snowden Capital Advisors LLC | 7,111 | $538K | -159 | -2.2% | 10Q | SEC ↗ |
| 27 | Sepio Capital, LP | 6,718 | $508K | +1 | +0.0% | 10Q | SEC ↗ |
| 28 | Atomic Invest LLC | 6,178 | $467K | +732 | +13.4% | 1Q | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 5,465 | $413K | +277 | +5.3% | 6Q | SEC ↗ |
| 30 | Jaffetilchin Investment Partners, LLC NEW | 5,070 | $383K | — | +0.0% | 1Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 4,820 | $364K | -5,420 | -52.9% | 2Q | SEC ↗ |
| 32 | Main Street Financial Solutions, LLC | 4,786 | $362K | -1 | -0.0% | 3Q | SEC ↗ |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,704 | $356K | -7,915 | -62.7% | 3Q | SEC ↗ |
| 34 | LPL Financial LLC NEW | 4,649 | $351K | — | +0.0% | 1Q | SEC ↗ |
| 35 | REGIONS FINANCIAL CORP | 4,374 | $331K | — | +0.0% | 2Q | SEC ↗ |
| 36 | BLVD Private Wealth, LLC | 4,360 | $330K | -172 | -3.8% | 5Q | SEC ↗ |
| 37 | Tower Research Capital LLC (TRC) NEW | 4,179 | $316K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Strengthening Families & Communities, | 4,164 | $315K | +14 | +0.3% | 19Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 4,088 | $309K | — | +0.0% | 1Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 3,899 | $295K | — | +0.0% | 7Q | SEC ↗ |
| 41 | MONEY CONCEPTS CAPITAL CORP | 3,892 | $294K | — | +0.0% | 2Q | SEC ↗ |
| 42 | Foundation Wealth Management, LLC NEW | 3,390 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 43 | WESBANCO BANK INC NEW | 3,344 | $253K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Strategic Blueprint, LLC NEW | 3,331 | $252K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Larson Financial Group LLC | 3,233 | $244K | +2,127 | +192.3% | 8Q | SEC ↗ |
| 46 | Stanich Group LLC NEW | 3,100 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 47 | HighTower Advisors, LLC NEW | 3,036 | $230K | — | +0.0% | 1Q | SEC ↗ |
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW | 3,009 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 49 | BANK OF MONTREAL /CAN | 2,977 | $225K | +118 | +4.1% | 4Q | SEC ↗ |
| 50 | Falcon Wealth Planning NEW | 2,950 | $223K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Cerro Pacific Wealth Advisors LLC | 25,122 | $2M |
| Kaizen Financial Strategies | 7,993 | $604K |
| Jaffetilchin Investment Partners, L | 5,070 | $383K |
| LPL Financial LLC | 4,649 | $351K |
| Tower Research Capital LLC (TRC) | 4,179 | $316K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,088 | $309K |
| Foundation Wealth Management, LLC | 3,390 | $256K |
| WESBANCO BANK INC | 3,344 | $253K |
| Strategic Blueprint, LLC | 3,331 | $252K |
| Stanich Group LLC | 3,100 | $234K |
| HighTower Advisors, LLC | 3,036 | $230K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 3,009 | $227K |
| Falcon Wealth Planning | 2,950 | $223K |
| Timbuktu Capital Management, LLC | 500 | $38K |
| PNC Financial Services Group, Inc. | 375 | $28K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 6,333 | $479K |
| Brookwood Investment Group LLC | 5,800 | $438K |
| PARK AVENUE SECURITIES LLC | 3,884 | $294K |
| 1832 Asset Management L.P. | 3,808 | $288K |
| Mariner, LLC | 3,678 | $278K |
| Kestra Advisory Services, LLC | 2,380 | $180K |
| Qube Research & Technologies Ltd | 921 | $70K |
| Advisory Services Network, LLC | 80 | $6K |
| BANK OF AMERICA CORP /DE | 75 | $6K |
| MAI Capital Management | 66 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RFG Advisory, LLC | +10,536 | +33.9% | 41,657 |
| Allworth Financial LP | +5,420 | +95.5% | 11,098 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,562 | +44.6% | 11,549 |
| ENVESTNET ASSET MANAGEMENT INC | +2,524 | +47.3% | 7,865 |
| Larson Financial Group LLC | +2,127 | +192.3% | 3,233 |
| JONES FINANCIAL COMPANIES LLLP | +1,413 | +24.3% | 7,224 |
| Purpose Unlimited Inc. | +1,009 | +13.5% | 8,467 |
| Atomic Invest LLC | +732 | +13.4% | 6,178 |
| MISSION WEALTH MANAGEMENT, LP | +590 | +1.6% | 36,360 |
| RAYMOND JAMES FINANCIAL INC | +413 | +6.1% | 7,192 |
| TD Waterhouse Canada Inc. | +405 | +4.7% | 9,054 |
| Financial Engines Advisors L.L.C. | +277 | +5.3% | 5,465 |
| OSAIC HOLDINGS, INC. | +250 | +11.5% | 2,419 |
| Cetera Investment Advisers | +148 | +1.4% | 10,717 |
| Apollon Wealth Management, LLC | +122 | +1.6% | 7,713 |
| BANK OF MONTREAL /CAN | +118 | +4.1% | 2,977 |
| IFP Advisors, Inc | +100 | +9.2% | 1,184 |
| AE Wealth Management LLC | +78 | +91.8% | 163 |
| CWM, LLC | +68 | +151.1% | 113 |
| Strengthening Families & Communitie | +14 | +0.3% | 4,164 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -10,891 | -59.0% | 7,574 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -7,915 | -62.7% | 4,704 |
| JPMORGAN CHASE & CO | -5,420 | -52.9% | 4,820 |
| UBS Group AG | -2,822 | -90.4% | 300 |
| CIBC WORLD MARKET INC. | -1,908 | -18.1% | 8,642 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,696 | -2.7% | 60,448 |
| Valeo Financial Advisors, LLC | -879 | -5.1% | 16,399 |
| rebel Financial LLC | -334 | -0.6% | 59,825 |
| Farther Finance Advisors, LLC | -211 | -0.6% | 35,023 |
| BLVD Private Wealth, LLC | -172 | -3.8% | 4,360 |
| Snowden Capital Advisors LLC | -159 | -2.2% | 7,111 |
| WELLS FARGO & COMPANY/MN | -43 | -51.2% | 41 |
| MML INVESTORS SERVICES, LLC | -40 | -0.5% | 7,852 |
| Walkner Condon Financial Advisors L | -23 | -0.3% | 7,954 |
| MORGAN STANLEY | -11 | -1.2% | 885 |
| Federation des caisses Desjardins d | -7 | -0.1% | 13,315 |
| FMR LLC | -1 | -3.7% | 26 |
| Main Street Financial Solutions, LL | -1 | -0.0% | 4,786 |