Unltd HFND Mult St Ret TrackHFNDETF

13F holders, Q4 2024 (December 31)
13holders −1
1new positions
4sold out
1famous investor
$21.75avg. 13F price*

At the end of Q4 2024, 13 institutions reported holding Unltd HFND Mult St Ret Track (HFND) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were Darwin Wealth Management, LLC ($1.8M), Wealth Enhancement Advisory Services, LLC ($1.4M) and Oregon Pacific Wealth Management, LLC ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Unltd HFND Mult St Ret Track
Filed as
TIDAL ETF TR (Q4 2024)
CUSIP
886364439
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 11Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 13Q4 2024Q1 2025: 9Q1 2025Q2 2025: 9Q2 2025Q3 2025: 12Q3 2025Q4 2025: 14Q4 2025Q1 2026: 13Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$44K
Exits4$1.6M

All 13F filers, Q3 2024 → Q4 2024: 6,907 shares bought and 87,410 shares sold, net −80,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Darwin Wealth Management, LLC 0.62% Reduce -13.7% 84,247 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.1% 65,640 $1.4M
Oregon Pacific Wealth Management, LLC 1.05% — 49,235 $1.1M
Fermata Advisors, LLC 0.10% Add +18.0% 25,046 $545K
Sowell Financial Services LLC 0.01% No change 11,526 $251K
Atria Investments, Inc 0.00% No change 11,526 $251K
Magnolia Private Wealth, LLC 0.20% — 10,548 $229K
Citadel Advisors 0.00% Add +4.1% 10,386 $226K
Hobbs Group Advisors, LLC 0.08% Add +3.6% 9,352 $203K
Comerica Bank 0.00% Add +3.6% 7,039 $153K
Allworth Financial LP 0.00% New 1,976 $44K
Morgan Stanley 0.00% Add +12600.0% 127 $3K
Assetmark, Inc. 0.00% Reduce -69.6% 80 $2K

"% of holder's portfolio" is HFND's weight in each manager's 13F, not the share of Unltd HFND Mult St Ret Track the manager owns.