13F Insight
DOSSIER · 13F Holders · Q2 2026
HLAL

LISTED FDS TR

67 institutions still hold LISTED FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656F607·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$34M
visible holders
Holders
67
filers reporting
Concentration
16.35%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported HLAL in Q2 2026. GOLDMAN SACHS GROUP INC leads at 16.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M79K0.00%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$4M60K0.01%Q2 202603
rebel Financial LLC
CIK 0002077940
$4M60K1.54%Q1 202604
RFG Advisory, LLC
CIK 0001633387
$3M42K0.05%Q2 202605
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$3M36K0.03%Q2 202606
Farther Finance Advisors, LLC
CIK 0001992825
$3M35K0.02%Q2 202607
Sequoia Financial Advisors, LLC
CIK 0001599900
$2M30K0.01%Q2 202608
Cerro Pacific Wealth Advisors LLC
CIK 0001842669
$2M25K0.41%Q2 202609
Valeo Financial Advisors, LLC
CIK 0001722641
$1M16K0.02%Q2 202610
Federation des caisses Desjardins du Quebec
CIK 0002022297
$951K13K0.00%Q2 202611
Vishria Bird Financial Group, LLC
CIK 0001746438
$847K14K0.17%Q3 202512
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$824K12K0.00%Q2 202613
Allworth Financial LP
CIK 0001555170
$792K11K0.00%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$765K11K0.00%Q2 202615
TD Waterhouse Canada Inc.
CIK 0001999606
$643K9K0.00%Q2 202616
Purpose Unlimited Inc.
CIK 0002115120
$618K8K0.02%Q2 202617
CIBC WORLD MARKET INC.
CIK 0001421224
$617K9K0.00%Q2 202618
Walkner Condon Financial Advisors LLC
CIK 0001817494
$568K8K0.07%Q2 202619
Kaizen Financial Strategies
CIK 0001842013
$567K8K0.18%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$561K8K0.00%Q2 2026
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