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HFGM TIDAL TRUST I

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UNLIMITED HFGM (fund)

29 managers (29 13F filers) reported a position in HFGM shares at 2026-03-31, 2,289,582 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
7
Added
17
Reduced
4
Sold out
4
Shares held by filers
2,289,582

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, 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.

HolderSharesValue% of portfolioChangeSource
Weil Company, Inc.301,400$9.66M2.17%+101,07813F-HRTimeline
Brookwood Investment Group LLC220,925$7.08M0.9%+44,02913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …213,537$6.85M0.13%+189,70113F-HRTimelineGroup
HighTower Advisors, LLC209,214$6.71M0.01%+11,15513F-HRTimeline
Tactive Advisors, LLC173,126$5.55M1.56%+140,46813F-HRTimeline
MATHER GROUP, LLC.131,910$4.23M0.04%new13F-HRTimeline
CLG LLC108,273$3.47M0.86%-11,64013F-HRTimeline
INVENIO WEALTH PARTNERS LLC98,198$3.15M1.25%-85313F-HRTimeline
GenTrust, LLC87,414$2.8M0.12%+38,52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,553$2.26M<0.01%+46,86813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,461$2.19M<0.01%+44,77613F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth68,289$2.19M0.02%+37,94013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC68,289$2.19M0.37%+37,94013F-HRTimeline
Encompass More Asset Management56,570$1.81M0.31%+38,67213F-HRTimeline
Insight Wealth Strategies, LLC51,103$1.64M0.18%+14,14213F-HRTimeline
Oregon Pacific Wealth Management, LLC42,396$1.36M1.42%-68813F-HRTimeline
Magnolia Private Wealth, LLC40,366$1.29M0.86%+25,20813F-HRTimeline
Accurate Wealth Management, LLC35,321$1.16M0.14%+28,11913F-HRTimeline
SMART Wealth LLC24,325$780K0.23%+1,01513F-HRTimeline
Arrowroot Family Office, LLC17,563$563K0.19%+9,96113F-HR/ATimeline
Arete Wealth Advisors, LLC14,211$456K0.03%new13F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments9,656$310K0.02%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,372$298K<0.01%new13F-HRTimelineGroup
National Philanthropic Trust8,841$283K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,938$254K<0.01%-11,36813F-HRTimelineGroup
RHS Financial, LLC7,289$234K0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA188$6K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates76$2.44K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP144,778$4.64K+26,46213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

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