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Disclosery

HLAL LISTED FDS TR

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COM (fund)

58 managers (58 13F filers) reported a position in HLAL shares at 2026-03-31, 596,660 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
58
13F filers
58
New
11
Added
26
Reduced
15
Sold out
7
Shares held by filers
596,660

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$4.68M<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV62,144$3.69M0.01%-14,03113F-HRTimeline
rebel Financial LLC59,825$3.55M1.54%-33413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,770$2.12M0.04%-15413F-HRTimeline
Farther Finance Advisors, LLC35,234$2.11M0.02%-48813F-HRTimeline
RFG Advisory, LLC31,121$1.85M0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC30,428$1.8M0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,465$1.09M<0.01%-9,33213F-HRTimelineGroup
Valeo Financial Advisors, LLC17,278$1.02M0.02%+5,68913F-HRTimeline
Federation des caisses Desjardins du Qu…13,322$790K<0.01%-35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,619$749K<0.01%+7,87113F-HRTimelineGroup
Cetera Investment Advisers10,569$627K<0.01%+1,21913F-HRTimeline
CIBC WORLD MARKET INC.10,550$626K<0.01%+3913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,240$588K<0.01%new13F-HR/ATimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV7,631$526K0.19%013F-HRTimeline
TD Waterhouse Canada Inc.8,649$516K<0.01%-1,37513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,987$474K<0.01%+95313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC7,977$473K0.06%-813F-HRTimeline
MML INVESTORS SERVICES, LLC7,892$468K<0.01%+1,17513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,591$450K0.01%-16913F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.7,458$445K0.02%+1,04513F-HRTimelineGroup
Snowden Capital Advisors LLC7,270$431K0.01%+66513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,779$402K<0.01%+2,24613F-HRTimelineGroup
Sepio Capital, LP6,717$398K0.02%-1,59113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,333$376K<0.01%new13F-HRTimelineGroup
Allworth Financial LP5,678$337K<0.01%+2,05113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,811$337K<0.01%+1,76413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,341$317K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC5,446$313K0.15%+93513F-HRTimeline
Financial Engines Advisors L.L.C.5,188$308K<0.01%+13913F-HRTimeline
Jaffetilchin Investment Partners, LLC5,070$301K0.02%new13F-HRTimeline
Main Street Financial Solutions, LLC4,787$284K0.02%+1,00913F-HRTimeline
BLVD Private Wealth, LLC4,532$269K0.23%-11013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,374$259K<0.01%new13F-HRTimelineGroup
Strengthening Families & Communities, L…4,150$246K0.06%-90613F-HRTimeline
NewEdge Advisors, LLC3,899$231K<0.01%013F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP3,892$231K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,884$230K<0.01%+27113F-HRTimelineGroup
1832 Asset Management L.P.3,808$226K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,678$218K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,122$185K<0.01%+2,82213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,859$170K<0.01%+79013F-HRTimelineGroup
Providence Capital Advisors, LLC2,207$131K0.02%-3713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,169$129K<0.01%+16213F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,700$101K0.07%+20013F-HRTimeline
Larson Financial Group LLC1,106$65.6K<0.01%+8313F-HRTimeline
IFP Advisors, Inc1,084$64.3K<0.01%+20913F-HRTimeline
Pacific Center for Financial Services978$58K0.01%013F-HRTimeline
Qube Research & Technologies Ltd921$54.6K<0.01%+38513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY896$53.2K<0.01%-11413F-HRTimelineGroup
Steward Partners Investment Advisory, L…756$44.8K<0.01%-10913F-HRTimeline
CWM, LLCin group CWM, LLC113$6.7K<0.01%+6813F-HRTimelineGroup
AE Wealth Management LLC85$5.04K<0.01%new13F-HRTimeline
Go Invest LLC85$5.02K<0.01%+2713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84$4.99K<0.01%+8413F-HR/ATimelineGroup
Advisory Services Network, LLC80$4.75K<0.01%new13F-HRTimeline
MAI Capital Management66$3.92K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC27$1.62K<0.01%+113F-HRTimelineGroup