Who Owns LISTED FDS TR (HLAL)? -- Institutional Holders (2026-06-30)

68 institutions reported holding $40.9M of LISTED FDS TR (HLAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: GOLDMAN SACHS GROUP INC ($5.6M), MERCER GLOBAL ADVISORS INC /ADV ($4.3M), RFG Advisory, LLC ($3.0M), MISSION WEALTH MANAGEMENT, LP ($2.6M), Farther Finance Advisors, LLC ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GOLDMAN SACHS GROUP INC$5.6M78,935Hold
2MERCER GLOBAL ADVISORS INC /ADV$4.3M60,448Trimmed
3RFG Advisory, LLC$3.0M41,657Added
4MISSION WEALTH MANAGEMENT, LP$2.6M36,360Added
5Farther Finance Advisors, LLC$2.5M35,023Trimmed
6Sequoia Financial Advisors, LLC$2.2M30,428Hold
7Cerro Pacific Wealth Advisors LLC$1.8M25,122New
8Valeo Financial Advisors, LLC$1.2M16,399Trimmed
9Federation des caisses Desjardins du Quebec$950,55813,315Trimmed
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$824,48311,549Added
11Allworth Financial LP$792,32011,098Added
12Cetera Investment Advisers$765,08910,717Added
13TD Waterhouse Canada Inc.$643,1809,054Added
14Purpose Unlimited Inc.$618,4008,467Added
15CIBC WORLD MARKET INC.$616,9528,642Trimmed
16Walkner Condon Financial Advisors LLC$567,8367,954Trimmed
17Kaizen Financial Strategies$567,1037,993New
18ENVESTNET ASSET MANAGEMENT INC$561,4647,865Added
19MML INVESTORS SERVICES, LLC$560,5357,852Trimmed
20COMPASS CAPITAL CORP /MA/ /ADV$557,8267,631Hold
21Apollon Wealth Management, LLC$550,6207,713Added
22Royal Bank of Canada$541,0007,574Trimmed
23RAYMOND JAMES FINANCIAL INC$513,4377,192Added
24Snowden Capital Advisors LLC$507,6267,111Trimmed
25JONES FINANCIAL COMPANIES LLLP$499,8297,224Added

来源：SEC 13F 申报文件 · 截至 2026-06-30