LISTED FDS TR HLAL
WAHED FTSE ETF · ETP · CUSIP 53656F607
61
institutional holders
+4 vs Q1 2026
573.4k
shares reported held*
$40.9mreported value*
13 new
20 added
17 reduced
7 sold out
net bought ≈ $3.3m (+46.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $71.40. Options: 1 managers hold calls ($52.1k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 19 |
| Q4 2022 | 18 |
| Q1 2023 | 23 |
| Q2 2023 | 27 |
| Q3 2023 | 28 |
| Q4 2023 | 28 |
| Q1 2024 | 37 |
| Q2 2024 | 37 |
| Q3 2024 | 41 |
| Q4 2024 | 43 |
| Q1 2025 | 43 |
| Q2 2025 | 47 |
| Q3 2025 | 43 |
| Q4 2025 | 53 |
| Q1 2026 | 57 |
| Q2 2026 | 61 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 24 | 12 |
| Q4 2024 | 25 | 9 |
| Q1 2025 | 20 | 18 |
| Q2 2025 | 27 | 13 |
| Q3 2025 | 21 | 14 |
| Q4 2025 | 30 | 8 |
| Q1 2026 | 36 | 22 |
| Q2 2026 | 33 | 24 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $17.0k | $0 | 0.00 |
| Q4 2025 | $34.5k | $0 | 0.00 |
| Q1 2026 | $49.3k | $0 | 0.00 |
| Q2 2026 | $52.1k | $0 | 0.00 |
Biggest buyers
| Cerro Pacific Wealth Advisors LLC | New | +25.1k |
| RFG Advisory, LLC | Added | +10.5k |
| Kaizen Financial Strategies | New | +8.0k |
| Allworth Financial LP | Added | +5.4k |
| LPL Financial LLC | New | +4.6k |
| Tower Research Capital LLC (TRC) | New | +4.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | +4.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | +3.6k |
| Foundation Wealth Management, LLC | New | +3.4k |
| WESBANCO BANK INC | New | +3.3k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -10.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -7.9k |
| JANE STREET GROUP, LLC | Sold out | -6.3k |
| JPMORGAN CHASE & CO | Reduced | -5.4k |
| PARK AVENUE SECURITIES LLC | Sold out | -3.9k |
| 1832 Asset Management L.P. | Sold out | -3.8k |
| Mariner, LLC | Sold out | -3.7k |
| UBS Group AG | Reduced | -2.8k |
| CIBC WORLD MARKET INC. | Reduced | -1.9k |
| MERCER GLOBAL ADVISORS INC /ADV | Reduced | -1.7k |
Biggest calls
| SIMPLEX TRADING, LLC | Unchanged | $52.1k1.2k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 78.9k $5.6m | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 60.4k $4.3m | Reduced -1.7k |
| RFG Advisory, LLC 0.05% of their portfolio | 41.7k $3.0m | Added +10.5k |
| MISSION WEALTH MANAGEMENT, LP 0.03% of their portfolio | 36.4k $2.6m | Added +590 |
| Farther Finance Advisors, LLC 0.02% of their portfolio | 35.0k $2.5m | Reduced -211 |
| Sequoia Financial Advisors, LLC 0.01% of their portfolio | 30.4k $2.2m | Unchanged |
| Cerro Pacific Wealth Advisors LLC 0.41% of their portfolio | 25.1k $1.8m | New |
| Valeo Financial Advisors, LLC 0.02% of their portfolio | 16.4k $1.2m | Reduced -879 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 13.3k $950.6k | Reduced -7 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 11.5k $824.5k | Added +3.6k |
| Allworth Financial LP 0.00% of their portfolio | 11.1k $792.3k | Added +5.4k |
| Cetera Investment Advisers 0.00% of their portfolio | 10.7k $765.1k | Added +148 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 9.1k $643.2k | Added +405 |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 8.6k $617.0k | Reduced -1.9k |
| Purpose Unlimited Inc. 0.02% of their portfolio | 8.5k $618.4k | Added +1.0k |
| Kaizen Financial Strategies 0.22% of their portfolio | 8.0k $567.1k | New |
| Walkner Condon Financial Advisors LLC 0.07% of their portfolio | 8.0k $567.8k | Reduced -23 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 7.9k $561.5k | Added +2.5k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 7.9k $560.5k | Reduced -40 |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 7.7k $550.6k | Added +122 |
| COMPASS CAPITAL CORP /MA/ /ADV 0.18% of their portfolio | 7.6k $557.8k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.6k $541.0k | Reduced -10.9k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 7.2k $499.8k | Added +1.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 7.2k $513.4k | Added +413 |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 7.1k $507.6k | Reduced -159 |
| Sepio Capital, LP 0.02% of their portfolio | 6.7k $479.6k | Added +1 |
| Financial Engines Advisors L.L.C. 0.00% of their portfolio | 5.5k $390.1k | Added +277 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.8k $339.8k | Reduced -5.4k |
| Main Street Financial Solutions, LLC 0.02% of their portfolio | 4.8k $341.7k | Reduced -1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.7k $335.8k | Reduced -7.9k |
| LPL Financial LLC 0.00% of their portfolio | 4.6k $331.9k | New |
| REGIONS FINANCIAL CORP 0.00% of their portfolio | 4.4k $312.3k | Unchanged |
| BLVD Private Wealth, LLC 0.23% of their portfolio | 4.4k $311.3k | Reduced -172 |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 4.2k $298.3k | New |
| Strengthening Families & Communities, LLC 0.07% of their portfolio | 4.2k $297.3k | Added +14 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 4.1k $294.5k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 3.9k $278.4k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio | 3.9k $277.9k | Unchanged |
| Foundation Wealth Management, LLC 0.14% of their portfolio | 3.4k $242.0k | New |
| WESBANCO BANK INC 0.01% of their portfolio | 3.3k $238.7k | New |
| Strategic Blueprint, LLC 0.01% of their portfolio | 3.3k $237.8k | New |
| Larson Financial Group LLC 0.01% of their portfolio | 3.2k $230.8k | Added +2.1k |
| Stanich Group LLC 0.14% of their portfolio | 3.1k $221.3k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 3.0k $216.7k | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 3.0k $215.2k | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 3.0k $212.5k | Added +118 |
| Falcon Wealth Planning 0.01% of their portfolio | 3.0k $210.6k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.4k $172.7k | Added +250 |
| Providence Capital Advisors, LLC 0.02% of their portfolio | 2.2k $157.6k | Unchanged |
| Murphy & Mullick Capital Management Corp 0.08% of their portfolio | 1.7k $121.4k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 1.2k $84.5k | Added +100 |
| Pacific Center for Financial Services 0.02% of their portfolio | 978 $69.8k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 885 $63.3k | Reduced -11 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 756 $54.0k | Unchanged |
| Timbuktu Capital Management, LLC 0.05% of their portfolio | 500 $35.7k | First filing |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 375 $26.8k | New |
| UBS Group AG 0.00% of their portfolio | 300 $21.4k | Reduced -2.8k |
| AE Wealth Management LLC 0.00% of their portfolio | 163 $11.6k | Added +78 |
| Go Invest LLC 0.00% of their portfolio | 92 $6.6k | Added +7 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 41 $2.9k | Reduced -43 |
| FMR LLC 0.00% of their portfolio | 26 $1.9k | Reduced -1 |