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
$34.65
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,319,854
Total reported value
$38,080,167
% of total 13F portfolios
0%
Share change
+370,781
Value change
+$10,597,197
Number of holders
27
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 31 Dec 2025, 27 institutional investors reported holding 1,319,854 shares of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM). This represents 62% of the company’s total 2,118,552 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM) together control 62% 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
Weil Company, Inc. 9.5% 200,322 +35% 1.3% $5,777,276
HighTower Advisors, LLC 9.3% 198,059 +48% 0.01% $5,712,034
Brookwood Investment Group LLC 8.3% 176,896 +37% 0.61% $5,101,681
CLG LLC 5.7% 119,913 -5% 0.86% $3,458,290
Corient Private Wealth LLC 5.6% 118,316 0% 0.01% $3,412,233
INVENIO WEALTH PARTNERS LLC 4.7% 99,051 +2.3% 1.1% $2,856,631
GenTrust, LLC 2.3% 48,890 0.06% $1,409,988
Oregon Pacific Wealth Management, LLC 2% 43,084 -15% 1.3% $1,242,543
Insight Wealth Strategies, LLC 1.7% 36,961 +77% 0.12% $1,065,944
Tactive Advisors, LLC 1.5% 32,658 0.28% $941,857
Brady Martz Wealth Solutions, LLC 1.4% 30,349 0.15% $875,265
Focus Partners Advisor Solutions, LLC 1.4% 30,349 0.01% $875,265
Wealthcare Advisory Partners LLC 1.1% 23,836 +124% 0.01% $687,422
TRUIST FINANCIAL CORP 1.1% 23,685 +61% 0% $683,075
ENVESTNET ASSET MANAGEMENT INC 1.1% 23,685 +61% 0% $683,075
SMART Wealth LLC 1.1% 23,310 0.2% $672,266
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.91% 19,306 0% $556,785
Encompass More Asset Management 0.84% 17,898 -8.1% 0.1% $516,178
Magnolia Private Wealth, LLC 0.72% 15,158 0.31% $437,157
GTS SECURITIES LLC 0.52% 10,937 -32% 0.01% $315,423
Arete Wealth Advisors, LLC 0.44% 9,284 -2.8% 0.02% $268,000
Arrowroot Family Office, LLC 0.36% 7,602 0.08% $219,242
Accurate Wealth Management, LLC 0.34% 7,202 0.03% $223,046
BANK OF AMERICA CORP /DE/ 0.11% 2,409 0% $69,476
Creative Capital Management Investments LLC 0.02% 418 0% $12,055

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 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