Who Owns LISTED FDS TR (HLAL)? -- Institutional Holders (2026-03-31)

62 institutions reported holding $34.6M of LISTED FDS TR (HLAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: GOLDMAN SACHS GROUP INC ($4.7M), MERCER GLOBAL ADVISORS INC /ADV ($3.7M), rebel Financial LLC ($3.5M), MISSION WEALTH MANAGEMENT, LP ($2.1M), Farther Finance Advisors, LLC ($2.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GOLDMAN SACHS GROUP INC$4.7M78,935Hold
2MERCER GLOBAL ADVISORS INC /ADV$3.7M62,144Trimmed
3rebel Financial LLC$3.5M59,825Trimmed
4MISSION WEALTH MANAGEMENT, LP$2.1M35,770Trimmed
5Farther Finance Advisors, LLC$2.1M35,234Trimmed
6RFG Advisory, LLC$1.8M31,121New
7Sequoia Financial Advisors, LLC$1.8M30,428Hold
8Royal Bank of Canada$1.1M18,465Trimmed
9Valeo Financial Advisors, LLC$1.0M17,278Added
10Federation des caisses Desjardins du Quebec$790,26113,322Trimmed
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$748,55912,619Added
12Cetera Investment Advisers$626,97910,569Added
13CIBC WORLD MARKET INC.$625,82610,550Added
14JPMORGAN CHASE & CO$588,39010,240New
15COMPASS CAPITAL CORP /MA/ /ADV$526,1577,631Hold
16TD Waterhouse Canada Inc.$516,3398,649Trimmed
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$473,7897,987Added
18Walkner Condon Financial Advisors LLC$473,1967,977Trimmed
19MML INVESTORS SERVICES, LLC$468,1527,892Added
20Apollon Wealth Management, LLC$450,2767,591Trimmed
21Purpose Unlimited Inc.$445,4907,458Added
22Snowden Capital Advisors LLC$431,2477,270Added
23RAYMOND JAMES FINANCIAL INC$402,1306,779Added
24Sepio Capital, LP$398,4356,717Trimmed
25JANE STREET GROUP, LLC$375,6746,333New

Source: SEC Form 13F filings · as of 2026-03-31