Skip to content

HFND TIDAL TRUST I

Follow

UNLIMITED HFND (fund)

17 managers (17 13F filers) reported a position in HFND shares at 2026-06-30, 760,566 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
5
Added
4
Reduced
5
Sold out
2
Shares held by filers
760,566

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, 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
AXXCESS WEALTH MANAGEMENT, LLC113,178$2.78M0.04%new13F-HRTimeline
Darwin Wealth Management, LLC113,177$2.78M0.76%+2,74913F-HRTimeline
MATHER GROUP, LLC.112,891$2.77M0.02%-160,77713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…96,542$2.37M0.05%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC86,284$2.12M0.14%+63,52913F-HR/ATimeline
Arrowroot Family Office, LLC75,272$1.85M0.53%-48,50513F-HRTimeline
Empire Financial Management Company, LLC42,343$1.04M0.41%new13F-HRTimeline
Fermata Advisors, LLC38,190$937K0.19%+1,48113F-HRTimeline
January Capital Advisors LLC16,423$403K0.34%-6313F-HRTimeline
Oregon Pacific Wealth Management, LLC14,648$359K0.34%+6613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,231$325K<0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC10,917$268K0.03%new13F-HRTimeline
GTS SECURITIES LLC10,826$266K0.01%-5,41613F-HRTimeline
Clark Asset Management, LLC9,352$229K0.02%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,104$101K0.01%13F-HRTimeline
Farther Finance Advisors, LLC2,874$70.5K<0.01%-82413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA314$8K<0.01%new13F-HRTimelineGroup