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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

35

Shares (Excl. Options)

3,430,291

Price

$30.54

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,065,697
Value change
+$32,438,702
Number of holders
35
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
2,118,552
SEC-reported price per share
$30.23
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.
  • 35 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 28 to 35 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $68,783,746 to $104,664,120.

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 35 institutions filings for Q2 2026.

Open SEC evidence

Security key

886364363

Latest holder period

Q2 2026

13F holders

35

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 30 Jun 2026, 35 institutional investors reported holding 3,430,291 shares of Tidal Trust I - Unlimited Hfgm Global Macro Etf - Common Stock - ETF (HFGM). This represents 162% 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
159%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Tactive Advisors, LLC 20% 426,576 +146% 3.2% $13,027,631
Insight Wealth Strategies, LLC 18% 376,670 +637% 1.1% $11,385,743
Weil Company, Inc. 15% 327,272 +8.6% 1.8% $9,994,875
MATHER GROUP, LLC. 11% 236,633 +79% 0.06% $7,226,772
HighTower Advisors, LLC 11% 233,800 +12% 0.01% $7,140,265
Brookwood Investment Group LLC 9.7% 204,511 -7.4% 0.72% $6,245,766
Wealthcare Advisory Partners LLC 9.4% 198,552 -7% 0.11% $6,063,771
Encompass More Asset Management 8.8% 185,377 +228% 0.83% $5,661,414
Corient Private Wealth LP 6.8% 144,479 0% 0.01% $4,412,389
CLG LLC 5% 106,627 -1.5% 0.72% $3,256,399
GenTrust, LLC 4.8% 101,854 +17% 0.12% $3,110,621
INVENIO WEALTH PARTNERS LLC 4.7% 99,527 +1.4% 1.1% $3,039,555
Brady Martz Wealth Solutions, LLC 3.9% 83,178 +22% 0.38% $2,540,256
Focus Partners Advisor Solutions, LLC 3.9% 83,178 +22% 0.02% $2,540,256
COMPASS FINANCIAL MANAGEMENT LLC 3.6% 75,326 0% 0.28% $2,302,721
TRUIST FINANCIAL CORP 2.9% 62,442 -11% 0% $1,906,979
Arrowroot Family Office, LLC 2.9% 61,750 +252% 0.54% $1,885,845
ENVESTNET ASSET MANAGEMENT INC 2.8% 60,026 -12% 0% $1,833,194
Accurate Wealth Management, LLC 2.7% 57,888 +64% 0.17% $1,787,790
Magnolia Private Wealth, LLC 2.1% 44,724 +11% 0.99% $1,365,871
Arete Wealth Advisors, LLC 2.1% 43,811 +208% 0.09% $1,337,987
Oregon Pacific Wealth Management, LLC 2% 42,023 -0.88% 1.2% $1,283,382
RHS Financial, LLC 1.9% 39,888 +447% 0.49% $1,218,180
Quantinno Capital Management LP 1.8% 37,700 0% $1,151,358
JANE STREET GROUP, LLC 1.2% 25,166 0% $768,570

Quarter history

Institutional holders across reporting periods

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

Periods
5
Latest
Q2 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,430,291 $104,664,120 +$32,438,702 $30.54 35
2026 Q1 2,144,789 $68,783,746 +$30,600,316 $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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