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HFGM TIDAL TRUST I

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UNLIMITED HFGM (fund)

26 managers (26 13F filers) reported a position in HFGM shares at 2025-12-31, 1,310,570 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
26
13F filers
26
New
13
Added
8
Reduced
4
Sold out
2
Shares held by filers
1,310,570

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Weil Company, Inc.200,322$5.78M1.33%+51,81713F-HRTimeline
HighTower Advisors, LLC198,059$5.71M0.01%+64,44413F-HRTimeline
Brookwood Investment Group LLC176,896$5.1M0.61%+48,00413F-HRTimeline
CLG LLC119,913$3.46M0.86%-6,34513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP118,316$3.41M<0.01%013F-HR/ATimelineGroup
INVENIO WEALTH PARTNERS LLC99,051$2.86M1.06%+2,25313F-HRTimeline
GenTrust, LLC48,890$1.41M0.06%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC43,084$1.24M1.28%-7,33113F-HRTimeline
Insight Wealth Strategies, LLC36,961$1.07M0.12%+16,08413F-HRTimeline
Tactive Advisors, LLC32,658$942K0.28%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth30,349$875K0.01%new13F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC30,349$875K0.15%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,836$687K0.01%+13,20813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,685$683K<0.01%+8,92913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,685$683K<0.01%+8,92913F-HRTimelineGroup
SMART Wealth LLC23,310$672K0.2%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,306$557K<0.01%new13F-HRTimelineGroup
Encompass More Asset Management17,898$516K0.1%-1,57913F-HRTimeline
Magnolia Private Wealth, LLC15,158$437K0.31%new13F-HRTimeline
GTS SECURITIES LLC10,937$315K0.01%-5,05013F-HRTimeline
Accurate Wealth Management, LLC7,202$223K0.03%new13F-HRTimeline
Arrowroot Family Office, LLC7,602$219K0.08%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,409$69.5K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…418$12.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC200$5.77K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates76$2.19K<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