Who owns HFEQ?
Unlimited HFEQ Equity Long/Short ETF · Unlimited
9 institutions reported holding HFEQ, worth $12.9M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of HFEQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookwood Investment Group LLC | Phoenix, AZ | $7.5M | 305,300 | −41,812 shares |
| Corient Private Wealth LP | Miami, FL | $3.1M | 124,348 | No change |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $611K | 24,846 | No change |
| Brady Martz Wealth Solutions, LLC | Grand Forks, ND | $611K | 24,846 | No change |
| HRT Financial LP | New York, NY | $410K | 16,685 | New position |
| Wealthcare Advisory Partners LLC | West Chester, PA | $399K | 16,227 | +1,056 shares |
| GTS Securities LLC | New York, NY | $259K | 10,542 | New position |
| National Bank of Canada | Montreal, Quebec, Canada | $18K | 750 | No change |
| UBS Group AG | Zurich, Switzerland | $15K | 592 | −104 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HFEQ?
9 institutional managers reported holding HFEQ in Form 13F filings for June 30, 2026, worth $12.9M in total. The largest reported position was held by Brookwood Investment Group LLC, at $7.5M.
Did institutions buy or sell HFEQ last quarter?
Reported 13F value fell 15.3% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HFEQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.