Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / Common Stock - ETF
Symbol
HFGM
Shares outstanding
2,118,552
Price per share
$28.84
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,164,734
Total reported value
$36,817,207
% of total 13F portfolios
0%
Share change
+737,854
Value change
+$23,407,768
Number of holders
16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Weil Company, Inc. 7.5% $4,995,771 158,044 Weil Company, Inc. 30 Jun 2025

As of 30 Sep 2025, 16 institutional investors reported holding 1,164,734 shares of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM). This represents 55% of the company’s total 2,118,552 outstanding shares.

Top 17 Institutional Shareholders

The largest institutional shareholders of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
NAPA WEALTH MANAGEMENT 10% 215,661 3.2% $6,817,044
Weil Company, Inc. 7% 148,505 +24% 1.1% $4,694,243
HighTower Advisors, LLC 6.3% 133,615 +6.1% 0% $4,223,570
Brookwood Investment Group LLC 6.1% 128,892 +379% 0.53% $4,074,276
CLG LLC 6% 126,258 1.1% $3,991,015
Corient Private Wealth LLC 5.6% 118,316 0% 0.01% $3,739,969
INVENIO WEALTH PARTNERS LLC 4.6% 96,798 1.1% $3,059,785
Oregon Pacific Wealth Management, LLC 2.4% 50,415 1.4% $1,593,618
JANE STREET GROUP, LLC 1.9% 40,238 0% $1,271,923
Insight Wealth Strategies, LLC 0.99% 20,877 0.08% $659,922
Encompass More Asset Management 0.92% 19,477 +14% 0.12% $615,668
GTS SECURITIES LLC 0.75% 15,987 0.02% $505,349
ENVESTNET ASSET MANAGEMENT INC 0.7% 14,756 0% $466,437
TRUIST FINANCIAL CORP 0.7% 14,756 0% $466,437
Wealthcare Advisory Partners LLC 0.5% 10,628 0.01% $335,951
Arete Wealth Advisors, LLC 0.45% 9,555 0.02% $302,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0% 0 -100% $0

Institutional Holders of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 671,297 $19,375,516 +$5,371,551 $28.84 10
2025 Q3 1,164,734 $36,817,207 +$23,407,768 $31.61 16
2025 Q2 426,880 $11,547,701 +$11,547,701 $27.05 6