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Disclosery

HLAL LISTED FDS TR

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COM (fund)

62 managers (62 13F filers) reported a position in HLAL shares at 2026-06-30, 579,595 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
13
Added
21
Reduced
17
Sold out
7
Shares held by filers
579,595

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC78,935$5.64M<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV60,448$4.32M0.01%-1,69613F-HR/ATimeline
RFG Advisory, LLC41,657$2.97M0.05%+10,53613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP36,360$2.6M0.03%+59013F-HRTimeline
Farther Finance Advisors, LLC35,023$2.5M0.02%-21113F-HRTimeline
Sequoia Financial Advisors, LLC30,428$2.17M0.01%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC25,122$1.79M0.41%new13F-HRTimeline
Valeo Financial Advisors, LLC16,399$1.17M0.02%-87913F-HRTimeline
Federation des caisses Desjardins du Qu…13,315$951K<0.01%-713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,549$824K<0.01%+3,56213F-HRTimelineGroup
Allworth Financial LP11,098$792K<0.01%+5,42013F-HRTimeline
Cetera Investment Advisers10,717$765K<0.01%+14813F-HRTimeline
TD Waterhouse Canada Inc.9,054$643K<0.01%+40513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.8,467$618K0.02%+1,00913F-HRTimelineGroup
CIBC WORLD MARKET INC.8,642$617K<0.01%-1,90813F-HRTimeline
Walkner Condon Financial Advisors LLC7,954$568K0.07%-2313F-HRTimeline
Kaizen Financial Strategies7,993$567K0.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,865$561K<0.01%+2,52413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,852$561K<0.01%-4013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,631$558K0.18%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,713$551K0.01%+12213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,574$541K<0.01%-10,89113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,192$513K<0.01%+41313F-HRTimelineGroup
Snowden Capital Advisors LLC7,111$508K0.01%-15913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,224$500K<0.01%+1,41313F-HRTimelineGroup
Sepio Capital, LP6,718$480K0.02%+113F-HRTimeline
Atomic Invest LLC6,178$435K0.04%+73213F-HRTimeline
Financial Engines Advisors L.L.C.5,465$390K<0.01%+27713F-HRTimeline
Main Street Financial Solutions, LLC4,786$342K0.02%-113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,820$340K<0.01%-5,42013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,704$336K<0.01%-7,91513F-HRTimelineGroup
LPL Financial LLC4,649$332K<0.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,374$312K<0.01%013F-HRTimelineGroup
BLVD Private Wealth, LLC4,360$311K0.23%-17213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,179$298K0.01%new13F-HRTimelineGroup
Strengthening Families & Communities, L…4,164$297K0.07%+1413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,088$295K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC3,899$278K<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,892$278K0.01%013F-HRTimeline
Foundation Wealth Management, LLC3,390$242K0.14%new13F-HRTimeline
WESBANCO BANK INC3,344$239K0.01%new13F-HRTimeline
Strategic Blueprint, LLC3,331$238K0.01%new13F-HRTimeline
Larson Financial Group LLC3,233$231K0.01%+2,12713F-HRTimeline
Stanich Group LLC3,100$221K0.14%new13F-HRTimeline
HighTower Advisors, LLC3,036$217K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,009$215K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,977$213K<0.01%+11813F-HRTimelineGroup
Falcon Wealth Planning2,950$211K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,419$173K<0.01%+25013F-HRTimelineGroup
Providence Capital Advisors, LLC2,207$158K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,700$121K0.08%013F-HRTimeline
IFP Advisors, Inc1,184$84.5K<0.01%+10013F-HRTimeline
Pacific Center for Financial Services978$69.8K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY885$63.3K<0.01%-1113F-HRTimelineGroup
Steward Partners Investment Advisory, L…756$54K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC500$35.7K0.05%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…375$26.8K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG300$21.4K<0.01%-2,82213F-HRTimelineGroup
AE Wealth Management LLC163$11.6K<0.01%+7813F-HRTimeline
Go Invest LLC92$6.58K<0.01%+713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41$2.91K<0.01%-4313F-HRTimelineGroup
FMR LLCin group FMR LLC26$1.88K<0.01%-113F-HRTimelineGroup