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HFND TIDAL TRUST I

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UNLIMITED HFND (fund)

14 managers (14 13F filers) reported a position in HFND shares at 2024-12-31, 286,728 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
14
13F filers
14
New
1
Added
5
Reduced
3
Sold out
4
Shares held by filers
286,728

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Darwin Wealth Management, LLC84,247$1.83M0.62%-13,40013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,640$1.43M<0.01%-2,13113F-HR/ATimeline
Oregon Pacific Wealth Management, LLC49,235$1.07M1.05%13F-HRTimeline
Fermata Advisors, LLC25,046$545K0.1%+3,82213F-HRTimeline
Atria Investments, Inc11,526$251K<0.01%013F-HRTimeline
Sowell Financial Services LLC11,526$251K0.01%013F-HRTimeline
Magnolia Private Wealth, LLC10,548$229K0.2%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,386$226K<0.01%+40813F-HRTimelineGroup
Hobbs Group Advisors, LLC9,352$203K0.08%+32813F-HRTimeline
COMERICA BANK7,039$153K<0.01%+24713F-HR/ATimeline
Allworth Financial LP1,976$43.9K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY127$2.78K<0.01%+12613F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC80$1.74K<0.01%-18313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.