HFEQ TIDAL TRUST I
FollowUNLI HFEQ EQ ETF (fund)
10 managers (10 13F filers) reported a position in HFEQ shares at 2026-03-31, 722,229 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 5
- Added
- 3
- Reduced
- 2
- Sold out
- 3
- Shares held by filers
- 722,229
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 347,112 | $7.32M | 0.93% | -71,692 | 13F-HRTimeline |
| CLG LLC | 144,764 | $3.05M | 0.76% | new | 13F-HRTimeline |
| Tactive Advisors, LLC | 39,317 | $829K | 0.23% | +9,795 | 13F-HRTimeline |
| Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth | 24,846 | $524K | 0.01% | new | 13F-HRTimelineGroup |
| Brady Martz Wealth Solutions, LLC | 24,846 | $524K | 0.09% | new | 13F-HRTimeline |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 15,171 | $320K | 0.01% | new | 13F-HRTimelineGroup |
| NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/ | 750 | $15.8K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 696 | $14.7K | <0.01% | +293 | 13F-HRTimelineGroup |
| Global Wealth Strategies & Associates | 379 | $7.99K | <0.01% | -55 | 13F-HRTimeline |
| Corient Private Wealth LPin group Corient Private Wealth LP | 124,348 | $2.62K | <0.01% | +20,655 | 13F-HRTimelineGroup |