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HFGM TIDAL TRUST I

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UNLIMITED HFGM (fund)

16 managers (16 13F filers) reported a position in HFGM shares at 2025-09-30, 1,164,734 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
11
Added
4
Reduced
0
Sold out
1
Shares held by filers
1,164,734

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NAPA WEALTH MANAGEMENT215,661$6.82M3.2%new13F-HRTimeline
Weil Company, Inc.148,505$4.69M1.13%+28,36013F-HRTimeline
HighTower Advisors, LLC133,615$4.22M<0.01%+7,72713F-HRTimeline
Brookwood Investment Group LLC128,892$4.07M0.53%+101,95813F-HRTimeline
CLG LLC126,258$3.99M1.09%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP118,316$3.74M0.01%013F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC96,798$3.06M1.11%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC50,415$1.59M1.38%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,238$1.27M<0.01%new13F-HRTimelineGroup
Insight Wealth Strategies, LLC20,877$660K0.08%new13F-HRTimeline
Encompass More Asset Management19,477$616K0.12%+2,35913F-HRTimeline
GTS SECURITIES LLC15,987$505K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,756$466K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,756$466K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,628$336K0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC9,555$302K0.02%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