Security Snapshot

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

CUSIP: 886364363

13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

28

Shares (Excl. Options)

2,144,789

Price

$32.06

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+943,251
Value change
+$30,302,671
Number of holders
28
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
2,118,552
SEC-reported price per share
$33.42
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • HFGM - Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF is tracked under CUSIP 886364363.
  • 28 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 27 to 28 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $38,080,167 to $68,783,746.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 28 institutions filings for Q1 2026.

Open SEC evidence

Security key

886364363

Latest holder period

Q1 2026

13F holders

28

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
HFGM
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 31 Mar 2026, 28 institutional investors reported holding 2,144,789 shares of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM). This represents 101% of the company’s total 2,118,552 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
101%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Weil Company, Inc. 14% 301,400 +50% 2.2% $9,662,873
Brookwood Investment Group LLC 10% 220,925 +25% 0.9% $7,082,856
Wealthcare Advisory Partners LLC 10% 213,537 +796% 0.13% $6,845,987
HighTower Advisors, LLC 9.9% 209,214 +5.6% 0.01% $6,707,383
Tactive Advisors, LLC 8.2% 173,126 +430% 1.6% $5,550,420
MATHER GROUP, LLC. 6.2% 131,910 0.04% $4,229,035
CLG LLC 5.1% 108,273 -9.7% 0.86% $3,471,243
INVENIO WEALTH PARTNERS LLC 4.6% 98,198 -0.86% 1.2% $3,148,228
GenTrust, LLC 4.1% 87,414 +79% 0.12% $2,802,493
TRUIST FINANCIAL CORP 3.3% 70,553 +198% 0% $2,261,929
ENVESTNET ASSET MANAGEMENT INC 3.2% 68,461 +189% 0% $2,194,860
Focus Partners Advisor Solutions, LLC 3.2% 68,289 +125% 0.02% $2,189,345
Brady Martz Wealth Solutions, LLC 3.2% 68,289 +125% 0.37% $2,189,345
Encompass More Asset Management 2.7% 56,570 +216% 0.31% $1,813,634
Insight Wealth Strategies, LLC 2.4% 51,103 +38% 0.18% $1,638,349
Oregon Pacific Wealth Management, LLC 2% 42,396 -1.6% 1.4% $1,359,216
Magnolia Private Wealth, LLC 1.9% 40,366 +166% 1.2% $1,294,134
Accurate Wealth Management, LLC 1.7% 35,321 +390% 0.14% $1,155,703
SMART Wealth LLC 1.1% 24,325 +4.4% 0.23% $779,860
Arrowroot Family Office, LLC 0.83% 17,563 +131% 0.19% $563,070
Arete Wealth Advisors, LLC 0.67% 14,211 +53% 0.03% $455,604
Summit Global Investments 0.46% 9,656 0.02% $310,000
NATIONAL BANK OF CANADA /FI/ 0.44% 9,372 0% $298,123
National Philanthropic Trust 0.42% 8,841 0% $283,442
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.37% 7,938 -59% 0% $254,492

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
4
Latest
Q1 2026
Rows shown
1-4 of 4
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,144,789 $68,783,746 +$30,302,671 $32.06 28
2025 Q4 1,319,854 $38,080,167 +$10,597,197 $28.84 27
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
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