Wahed Ftse USA Shariah ETF (HLAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

rebel Financial LLC

INCREASED

Shares58,139 from 58,096

Change+43 (+0%)

Value$4.3M (+$202.1K)

Filed 2026-11-04

Mission Wealth Management, LP

INCREASED

Shares41,690 from 36,360

Change+5,330 (+15%)

Value$3.1M (+$523.2K)

Filed 2026-10-15

RFG Advisory, LLC

DECREASED

Shares37,204 from 41,657

Change-4,453 (-11%)

Value$2.8M (-$190.6K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares36,683 from 35,023

Change+1,660 (+5%)

Value$2.7M (+$244.4K)

Filed 2026-10-08

Cerro Pacific Wealth Advisors LLC

INCREASED

Shares29,765 from 25,122

Change+4,643 (+18%)

Value$2.2M (+$433.3K)

Filed 2026-10-22

Venture Visionary Partners LLC

NEW

Shares15,944

Change+15,944

Value$1.2M

Filed 2026-10-07

Valeo Financial Advisors, LLC

DECREASED

Shares11,853 from 16,399

Change-4,546 (-28%)

Value$886.8K (-$284.0K)

Filed 2026-10-08

Kaizen Financial Strategies

INCREASED

Shares8,886 from 7,993

Change+893 (+11%)

Value$664.8K (+$97.7K)

Filed 2026-10-09

TD Waterhouse Canada Inc.

DECREASED

Shares8,404 from 9,054

Change-650 (-7%)

Value$631.4K (-$11.7K)

Filed 2026-10-16

Walkner Condon Financial Advisors LLC

DECREASED

Shares7,939 from 7,954

Change-15 (0%)

Value$593.9K (+$26.1K)

Filed 2026-11-02

Apollon Wealth Management, LLC

INCREASED

Shares7,846 from 7,713

Change+133 (+2%)

Value$587.0K (+$36.4K)

Filed 2026-10-23

Truist Financial Corp

NEW

Shares6,653

Change+6,653

Value$497.7K

Filed 2026-10-30

Choreo, LLC

NEW

Shares6,300

Change+6,300

Value$471.3K

Filed 2026-10-28

Sepio Capital, LP

DECREASED

Shares6,002 from 6,718

Change-716 (-11%)

Value$449.1K (-$30.5K)

Filed 2026-10-22

Larson Financial Group LLC

INCREASED

Shares5,053 from 3,233

Change+1,820 (+56%)

Value$378.0K (+$147.2K)

Filed 2026-11-05

Regions Financial Corp

INCREASED

Shares4,745 from 4,374

Change+371 (+8%)

Value$355.0K (+$42.7K)

Filed 2026-11-05

Park Avenue Securities LLC

NEW

Shares4,265

Change+4,265

Value$319

Filed 2026-10-26

Blvd Private Wealth, LLC

DECREASED

Shares4,160 from 4,360

Change-200 (-5%)

Value$311.2K (-$54)

Filed 2026-10-14

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares4,020 from 4,088

Change-68 (-2%)

Value$304.3K (+$9.8K)

Filed 2026-10-13

Foundation Wealth Management, LLC

INCREASED

Shares3,395 from 3,390

Change+5 (+0%)

Value$254.0K (+$11.9K)

Filed 2026-10-22

Strategic Blueprint, LLC

DECREASED

Shares3,318 from 3,331

Change-13 (0%)

Value$248.2K (+$10.4K)

Filed 2026-10-22

Stanich Group LLC

DECREASED

Shares3,097 from 3,100

Change-3 (0%)

Value$231.7K (+$10.4K)

Filed 2026-10-16

Paulson Wealth Management Inc.

NEW

Shares2,848

Change+2,848

Value$213.1K

Filed 2026-11-02

Kestra Advisory Services, LLC

NEW

Shares2,762

Change+2,762

Value$206.6K

Filed 2026-11-02

Murphy & Mullick Capital Management Corp

INCREASED

Shares1,800 from 1,700

Change+100 (+6%)

Value$134.7K (+$13.3K)

Filed 2026-11-02

Pacific Center for Financial Services

UNCHANGED

Shares978 from 978

Change0 (0%)

Value$73.2K (+$3.3K)

Filed 2026-10-15

IFP Advisors, Inc

DECREASED

Shares798 from 1,184

Change-386 (-33%)

Value$59.7K (-$24.8K)

Filed 2026-10-16

Strengthening Families & Communities, LLC

DECREASED

Shares403 from 4,164

Change-3,761 (-90%)

Value$30.1K (-$267.1K)

Filed 2026-10-21

Go Invest LLC

INCREASED

Shares124 from 92

Change+32 (+35%)

Value$9.3K (+$2.7K)

Filed 2026-10-09

Markowski Investments

NEW

Shares25

Change+25

Value$1.9K

Filed 2026-10-30

Citigroup Inc

NEW

Shares1

Change+1

Value$75

Filed 2026-11-04

Wesbanco Bank Inc

CLOSED

Shares0 from 3,344

Change-3,344 (-100%)

Value$0 (-$238.7K)

Filed 2026-11-04

Goldman Sachs Group Inc

N/A

Shares— from 78,935

Change-78,935 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 60,448

Change-60,448 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 30,428

Change-30,428 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 13,315

Change-13,315 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 11,549

Change-11,549 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 11,098

Change-11,098 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,717

Change-10,717 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 8,642

Change-8,642 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 8,467

Change-8,467 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,865

Change-7,865 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,852

Change-7,852 (-100%)

Value—

Compass Capital Corp

N/A

Shares— from 7,631

Change-7,631 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,574

Change-7,574 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,224

Change-7,224 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 7,192

Change-7,192 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 7,111

Change-7,111 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 6,178

Change-6,178 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 5,465

Change-5,465 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 5,074

Change-5,074 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,820

Change-4,820 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 4,786

Change-4,786 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 4,704

Change-4,704 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 4,649

Change-4,649 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,179

Change-4,179 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,899

Change-3,899 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 3,892

Change-3,892 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,036

Change-3,036 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 3,009

Change-3,009 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 2,977

Change-2,977 (-100%)

Value—

Falcon Wealth Planning

N/A

Shares— from 2,950

Change-2,950 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,419

Change-2,419 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 2,207

Change-2,207 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 885

Change-885 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 756

Change-756 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 375

Change-375 (-100%)

Value—

UBS Group AG

N/A

Shares— from 300

Change-300 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 41

Change-41 (-100%)

Value—

FMR LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
rebel Financial LLC	INCREASED	58,139	58,096	+43	+0%	$4.1M	$4.3M	+$202.1K	2026-11-04
Mission Wealth Management, LP	INCREASED	41,690	36,360	+5,330	+15%	$2.6M	$3.1M	+$523.2K	2026-10-15
RFG Advisory, LLC	DECREASED	37,204	41,657	-4,453	-11%	$3.0M	$2.8M	-$190.6K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	36,683	35,023	+1,660	+5%	$2.5M	$2.7M	+$244.4K	2026-10-08
Cerro Pacific Wealth Advisors LLC	INCREASED	29,765	25,122	+4,643	+18%	$1.8M	$2.2M	+$433.3K	2026-10-22
Venture Visionary Partners LLC	NEW	15,944	—	+15,944	—	—	$1.2M	—	2026-10-07
Valeo Financial Advisors, LLC	DECREASED	11,853	16,399	-4,546	-28%	$1.2M	$886.8K	-$284.0K	2026-10-08
Kaizen Financial Strategies	INCREASED	8,886	7,993	+893	+11%	$567.1K	$664.8K	+$97.7K	2026-10-09
TD Waterhouse Canada Inc.	DECREASED	8,404	9,054	-650	-7%	$643.2K	$631.4K	-$11.7K	2026-10-16
Walkner Condon Financial Advisors LLC	DECREASED	7,939	7,954	-15	0%	$567.8K	$593.9K	+$26.1K	2026-11-02
Apollon Wealth Management, LLC	INCREASED	7,846	7,713	+133	+2%	$550.6K	$587.0K	+$36.4K	2026-10-23
Truist Financial Corp	NEW	6,653	—	+6,653	—	—	$497.7K	—	2026-10-30
Choreo, LLC	NEW	6,300	—	+6,300	—	—	$471.3K	—	2026-10-28
Sepio Capital, LP	DECREASED	6,002	6,718	-716	-11%	$479.6K	$449.1K	-$30.5K	2026-10-22
Larson Financial Group LLC	INCREASED	5,053	3,233	+1,820	+56%	$230.8K	$378.0K	+$147.2K	2026-11-05
Regions Financial Corp	INCREASED	4,745	4,374	+371	+8%	$312.3K	$355.0K	+$42.7K	2026-11-05
Park Avenue Securities LLC	NEW	4,265	—	+4,265	—	—	$319	—	2026-10-26
Blvd Private Wealth, LLC	DECREASED	4,160	4,360	-200	-5%	$311.3K	$311.2K	-$54	2026-10-14
Wealth Enhancement Advisory Services, LLC	DECREASED	4,020	4,088	-68	-2%	$294.5K	$304.3K	+$9.8K	2026-10-13
Foundation Wealth Management, LLC	INCREASED	3,395	3,390	+5	+0%	$242.0K	$254.0K	+$11.9K	2026-10-22
Strategic Blueprint, LLC	DECREASED	3,318	3,331	-13	0%	$237.8K	$248.2K	+$10.4K	2026-10-22
Stanich Group LLC	DECREASED	3,097	3,100	-3	0%	$221.3K	$231.7K	+$10.4K	2026-10-16
Paulson Wealth Management Inc.	NEW	2,848	—	+2,848	—	—	$213.1K	—	2026-11-02
Kestra Advisory Services, LLC	NEW	2,762	—	+2,762	—	—	$206.6K	—	2026-11-02
Murphy & Mullick Capital Management Corp	INCREASED	1,800	1,700	+100	+6%	$121.4K	$134.7K	+$13.3K	2026-11-02
Pacific Center for Financial Services	UNCHANGED	978	978	0	0%	$69.8K	$73.2K	+$3.3K	2026-10-15
IFP Advisors, Inc	DECREASED	798	1,184	-386	-33%	$84.5K	$59.7K	-$24.8K	2026-10-16
Strengthening Families & Communities, LLC	DECREASED	403	4,164	-3,761	-90%	$297.3K	$30.1K	-$267.1K	2026-10-21
Go Invest LLC	INCREASED	124	92	+32	+35%	$6.6K	$9.3K	+$2.7K	2026-10-09
Markowski Investments	NEW	25	—	+25	—	—	$1.9K	—	2026-10-30
Citigroup Inc	NEW	1	—	+1	—	—	$75	—	2026-11-04
Wesbanco Bank Inc	CLOSED	0	3,344	-3,344	-100%	$238.7K	$0	-$238.7K	2026-11-04
Goldman Sachs Group Inc	N/A	—	78,935	-78,935	-100%	$5.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	60,448	-60,448	-100%	$4.3M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	30,428	-30,428	-100%	$2.2M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	13,315	-13,315	-100%	$950.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	11,549	-11,549	-100%	$824.5K	—	—	—
Allworth Financial LP	N/A	—	11,098	-11,098	-100%	$792.3K	—	—	—
Cetera Investment Advisers	N/A	—	10,717	-10,717	-100%	$765.1K	—	—	—
CIBC World Market Inc.	N/A	—	8,642	-8,642	-100%	$617.0K	—	—	—
Purpose Unlimited Inc.	N/A	—	8,467	-8,467	-100%	$618.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,865	-7,865	-100%	$561.5K	—	—	—
MML Investors Services, LLC	N/A	—	7,852	-7,852	-100%	$560.5K	—	—	—
Compass Capital Corp	N/A	—	7,631	-7,631	-100%	$557.8K	—	—	—
Royal Bank of Canada	N/A	—	7,574	-7,574	-100%	$541.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,224	-7,224	-100%	$499.8K	—	—	—
Raymond James Financial Inc	N/A	—	7,192	-7,192	-100%	$513.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	7,111	-7,111	-100%	$507.6K	—	—	—
Atomic Invest LLC	N/A	—	6,178	-6,178	-100%	$435.4K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	5,465	-5,465	-100%	$390.1K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	5,074	-5,074	-100%	$362.2K	—	—	—
JPMorgan Chase & Co	N/A	—	4,820	-4,820	-100%	$339.8K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	4,786	-4,786	-100%	$341.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	4,704	-4,704	-100%	$335.8K	—	—	—
LPL Financial LLC	N/A	—	4,649	-4,649	-100%	$331.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,179	-4,179	-100%	$298.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,899	-3,899	-100%	$278.4K	—	—	—
Money Concepts Capital Corp	N/A	—	3,892	-3,892	-100%	$277.9K	—	—	—
HighTower Advisors, LLC	N/A	—	3,036	-3,036	-100%	$216.7K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	3,009	-3,009	-100%	$215.2K	—	—	—
Bank of Montreal	N/A	—	2,977	-2,977	-100%	$212.5K	—	—	—
Falcon Wealth Planning	N/A	—	2,950	-2,950	-100%	$210.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,419	-2,419	-100%	$172.7K	—	—	—
Providence Capital Advisors, LLC	N/A	—	2,207	-2,207	-100%	$157.6K	—	—	—
Morgan Stanley	N/A	—	885	-885	-100%	$63.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	756	-756	-100%	$54.0K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	500	-500	-100%	$35.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	375	-375	-100%	$26.8K	—	—	—
UBS Group AG	N/A	—	300	-300	-100%	$21.4K	—	—	—
AE Wealth Management LLC	N/A	—	163	-163	-100%	$11.6K	—	—	—
Wells Fargo & Company	N/A	—	41	-41	-100%	$2.9K	—	—	—
FMR LLC	N/A	—	26	-26	-100%	$1.9K	—	—	—

Showing 72 of 72 institutions