LISTED FDS TR WAHED DOW JONES is a security (CUSIP 53656F268) tracked across SEC portfolio filings. 44 institutional managers reported $29.1M on Form 13F as of 2026-06-30.
Showing 15 of 44 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| RFG Advisory, LLC | BIRMINGHAM, AL | $5.1M | 128,221 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $3.3M | 109,265 |
| MORGAN STANLEY | NEW YORK, NY | $2.7M | 86,796 |
| CITADEL ADVISORS LLC | MIAMI, FL | $1.9M | 62,732 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $1.9M | 48,263 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $1.9M | 50,186 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.5M | 49,808 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $1.4M | 36,570 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $1.0M | 26,095 |
| SageOak Financial, LLC | TULSA, OK | $932K | 23,615 |
| Kaizen Financial Strategies | CAMPBELL, CA | $678K | 17,793 |
| COMPASS CAPITAL CORP /MA/ /ADV | BRAINTREE, MA | $543K | 15,267 |
| Purpose Unlimited Inc. | TORONTO, A6 | $456K | 14,768 |
| Royal Bank of Canada | TORONTO, A6 | $430K | 14,023 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $430K | 10,882 |