Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / WAHED FTSE ETF
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
213,563
-
Shares change
-
-6,448
-
Total reported value, excl. options
-
$8,907,296
-
Value change
-
-$288,915
-
Number of buys
-
11
-
Number of sells
-
-13
-
Price
-
$41.44
Significant Holders of LISTED FDS TR - WAHED FTSE ETF (HLAL) as of Q3 2023
31 filings reported holding HLAL - LISTED FDS TR - WAHED FTSE ETF as of Q3 2023.
LISTED FDS TR - WAHED FTSE ETF (HLAL) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 213,563 shares
.
Largest 10 shareholders include MISSION WEALTH MANAGEMENT, LP (33,742 shares), Fulcrum Equity Management (33,247 shares), CITADEL ADVISORS LLC (20,975 shares), Sequoia Financial Advisors, LLC (17,379 shares), Farther Finance Advisors, LLC (15,147 shares), Apollon Wealth Management, LLC (12,331 shares), Legacy Capital Group California, Inc. (11,676 shares), TD Waterhouse Canada Inc. (8,052 shares), Walkner Condon Financial Advisors LLC (8,017 shares), and Kaizen Financial Strategies (6,673 shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.