Unltd HFGM Global Macro ETFHFGMETF

13F holders, Q1 2026 (March 31)
29holders +3
7new positions
4sold out
$32.07avg. 13F price*

At the end of Q1 2026, 29 institutions reported holding Unltd HFGM Global Macro ETF (HFGM) in their 13F filings, up 3 from Q4 2025. 7 opened new positions and 4 sold out. The largest holders were Weil Company, Inc. ($9.7M), Brookwood Investment Group LLC ($7.1M) and Wealthcare Advisory Partners LLC ($6.8M).

Company
Unltd HFGM Global Macro ETF
Filed as
TIDAL TRUST I (Q1 2026)
CUSIP
886364363
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2025: 6Q2 2025Q3 2025: 16Q3 2025Q4 2025: 26Q4 2025Q1 2026: 29Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$5.8M
Exits4$403K

All 13F filers, Q4 2025 → Q1 2026: 1,017,525 shares bought and 38,513 shares sold, net +979,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Weil Company, Inc. 2.17% Add +50.5% 301,400 $9.7M
Brookwood Investment Group LLC 0.90% Add +24.9% 220,925 $7.1M
Wealthcare Advisory Partners LLC 0.13% Add +795.9% 213,537 $6.8M
HighTower Advisors, LLC 0.01% Add +5.6% 209,214 $6.7M
Tactive Advisors, LLC 1.56% Add +430.1% 173,126 $5.6M
Corient Private Wealth LP 0.01% Add +22.4% 144,778 $4.6M
Mather Group, Llc. 0.04% New 131,910 $4.2M
CLG LLC 0.86% Reduce -9.7% 108,273 $3.5M
Invenio Wealth Partners LLC 1.25% Reduce -0.9% 98,198 $3.1M
GenTrust, LLC 0.12% Add +78.8% 87,414 $2.8M
Truist Financial Corp. 0.00% Add +197.9% 70,553 $2.3M
Envestnet Asset Management Inc. 0.00% Add +189.1% 68,461 $2.2M
Brady Martz Wealth Solutions, LLC 0.37% Add +125.0% 68,289 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +125.0% 68,289 $2.2M
Encompass More Asset Management 0.31% Add +216.1% 56,570 $1.8M
Insight Wealth Strategies, LLC 0.18% Add +38.3% 51,103 $1.6M
Oregon Pacific Wealth Management, LLC 1.42% Reduce -1.6% 42,396 $1.4M
Magnolia Private Wealth, LLC 0.86% Add +166.3% 40,366 $1.3M
Accurate Wealth Management, LLC 0.14% Add +390.4% 35,321 $1.2M
SMART Wealth LLC 0.23% Add +4.3% 24,325 $780K
Arrowroot Family Office, LLC 0.19% Add +131.0% 17,563 $563K
Arete Wealth Advisors, LLC 0.03% New 14,211 $456K
Summit Global Investments 0.02% New 9,656 $310K
National Bank of Canada 0.00% New 9,372 $298K
National Philanthropic Trust 0.00% New 8,841 $283K
Susquehanna International Group, LLP 0.00% Reduce -58.9% 7,938 $254K
RHS Financial, LLC 0.11% New 7,289 $234K
Royal Bank of Canada 0.00% New 188 $6K
Global Wealth Strategies & Associates 0.00% No change 76 $2K

"% of holder's portfolio" is HFGM's weight in each manager's 13F, not the share of Unltd HFGM Global Macro ETF the manager owns.