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HFGM TIDAL TRUST I

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UNLIMITED HFGM (fund)

35 managers (35 13F filers) reported a position in HFGM shares at 2026-06-30, 3,430,291 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
17
Reduced
10
Sold out
2
Shares held by filers
3,430,291

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Tactive Advisors, LLC426,576$13M3.21%+253,45013F-HRTimeline
Insight Wealth Strategies, LLC376,670$11.4M1.11%+325,56713F-HRTimeline
Weil Company, Inc.327,272$9.99M1.76%+25,87213F-HRTimeline
MATHER GROUP, LLC.236,633$7.23M0.06%+104,72313F-HRTimeline
HighTower Advisors, LLC233,800$7.14M0.01%+24,58613F-HRTimeline
Brookwood Investment Group LLC204,511$6.25M0.72%-16,41413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …198,552$6.06M0.11%-14,98513F-HRTimelineGroup
Encompass More Asset Management185,377$5.66M0.83%+128,80713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP144,479$4.41M0.01%-29913F-HR/ATimelineGroup
CLG LLC106,627$3.26M0.72%-1,64613F-HRTimeline
GenTrust, LLC101,854$3.11M0.12%+14,44013F-HRTimeline
INVENIO WEALTH PARTNERS LLC99,527$3.04M1.09%+1,32913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth83,178$2.54M0.02%+14,88913F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC83,178$2.54M0.38%+14,88913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC75,326$2.3M0.28%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,442$1.91M<0.01%-8,11113F-HRTimelineGroup
Arrowroot Family Office, LLC61,750$1.89M0.54%+44,18713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,026$1.83M<0.01%-8,43513F-HRTimelineGroup
Accurate Wealth Management, LLC57,888$1.79M0.17%+22,56713F-HRTimeline
Magnolia Private Wealth, LLC44,724$1.37M0.75%+4,35813F-HRTimeline
Arete Wealth Advisors, LLC43,811$1.34M0.09%+29,60013F-HR/ATimeline
Oregon Pacific Wealth Management, LLC42,023$1.28M1.2%-37313F-HRTimeline
RHS Financial, LLC39,888$1.22M0.49%+32,59913F-HRTimeline
Quantinno Capital Management LP37,700$1.15M<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,166$769K<0.01%new13F-HRTimelineGroup
SMART Wealth LLC21,015$642K0.14%-3,31013F-HRTimeline
National Philanthropic Trust14,770$451K0.01%+5,92913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,046$398K0.02%+3,39013F-HRTimelineGroup
Signet Private Wealth LLC10,137$310K0.25%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,064$276K<0.01%-30813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,310$70.5K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC635$19.4K<0.01%new13F-HRTimeline
Caitlin John, LLC310$9.47K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25$1K<0.01%-16313F-HRTimelineGroup
AE Wealth Management LLC1$26<0.01%new13F-HRTimeline

Events

  • Weil Company, Inc. reported 25,513 HFGM shares, 0.53% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0001085146-26-000791

    Accepted , ingested