HLAL institutional holders

LISTED FDS TR · 13F, 2026Q2

Managers holding61
Shares held573,417
Reported value$40.9m
Quarter flows14 new, 20 added, 17 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GOLDMAN SACHS GROUP INC78,935$5.6m0.0%
MERCER GLOBAL ADVISORS INC /ADV60,448$4.3m0.0%
RFG Advisory, LLC41,657$3.0m0.0%
MISSION WEALTH MANAGEMENT, LP36,360$2.6m0.0%
Farther Finance Advisors, LLC35,023$2.5m0.0%
Sequoia Financial Advisors, LLC30,428$2.2m0.0%
Cerro Pacific Wealth Advisors LLC25,122$1.8m0.4%
Valeo Financial Advisors, LLC16,399$1.2m0.0%
Federation des caisses Desjardins du Quebec13,315$950,5580.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11,549$824,4830.0%
Allworth Financial LP11,098$792,3200.0%
Cetera Investment Advisers10,717$765,0890.0%
TD Waterhouse Canada Inc.9,054$643,1800.0%
Purpose Unlimited Inc.8,467$618,4000.0%
CIBC WORLD MARKET INC.8,642$616,9520.0%
Walkner Condon Financial Advisors LLC7,954$567,8360.1%
Kaizen Financial Strategies7,993$567,1030.2%
ENVESTNET ASSET MANAGEMENT INC7,865$561,4640.0%
MML INVESTORS SERVICES, LLC7,852$560,5350.0%
COMPASS CAPITAL CORP /MA/ /ADV7,631$557,8260.2%
Apollon Wealth Management, LLC7,713$550,6200.0%
ROYAL BANK OF CANADA7,574$541,0000.0%
RAYMOND JAMES FINANCIAL INC7,192$513,4370.0%
Snowden Capital Advisors LLC7,111$507,6260.0%
JONES FINANCIAL COMPANIES LLLP7,224$499,8290.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HLAL"). HLAL price history · All 13F data

Get a free API keySee history bundlesDownload free samples