# LISTED FDS TR (HLAL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HLAL/

- Reporting holders: 5
- Reported value: $5.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 36,683 | 0.0% | 14 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.2M | 15,944 | 0.0% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $886.8K | 11,853 | 0.0% | 11 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $664.8K | 8,886 | 0.3% | 2 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $9.3K | 124 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $5.5M |
| Q2 2026 | 62 | $46.3M |
| Q1 2026 | 57 | $35.2M |
| Q4 2025 | 54 | $34.4M |
| Q3 2025 | 43 | $27.7M |
| Q2 2025 | 46 | $30.3M |
| Q1 2025 | 42 | $24.2M |
| Q4 2024 | 42 | $28.7M |
| Q3 2024 | 40 | $24.6M |
| Q2 2024 | 37 | $24.8M |
| Q1 2024 | 37 | $17.0M |
| Q4 2023 | 28 | $9.5M |