Who owns HLAL?
Wahed FTSE USA Shariah ETF · Wahed
61 institutions reported holding HLAL, worth $40.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HLAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Goldman Sachs Group Inc. | New York, NY | $5.6M | 78,935 | No change |
| Mercer Global Advisors Inc. | Denver, CO | $4.3M | 60,448 | −1,696 shares |
| RFG Advisory, LLC | Birmingham, AL | $3.0M | 41,657 | +10,536 shares |
| Mission Wealth Management, LP | Santa Barbara, CA | $2.6M | 36,360 | +590 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $2.5M | 35,023 | −211 shares |
| Sequoia Financial Advisors, LLC | Akron, OH | $2.2M | 30,428 | No change |
| Cerro Pacific Wealth Advisors LLC | San Luis Obispo, CA | $1.8M | 25,122 | New position |
| Valeo Financial Advisors, LLC | Carmel, IN | $1.2M | 16,399 | −879 shares |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $951K | 13,315 | −7 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $824K | 11,549 | +3,562 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HLAL?
61 institutional managers reported holding HLAL in Form 13F filings for June 30, 2026, worth $40.9M in total. The largest reported position was held by Goldman Sachs Group Inc., at $5.6M.
Did institutions buy or sell HLAL last quarter?
Reported 13F value rose 33.1% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HLAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.