Who owns HFGM?
Unlimited HFGM Global Macro ETF · Unlimited
35 institutions reported holding HFGM, worth $104.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HFGM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tactive Advisors, LLC | Jacksonville, FL | $13.0M | 426,576 | +253,450 shares |
| Insight Wealth Strategies, LLC | San Ramon, CA | $11.4M | 376,670 | +325,567 shares |
| Weil Company, Inc. | San Diego, CA | $10.0M | 327,272 | +25,872 shares |
| Mather Group, LLC. | Chicago, IL | $7.2M | 236,633 | +104,723 shares |
| HighTower Advisors, LLC | Chicago, IL | $7.1M | 233,800 | +24,586 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $6.2M | 204,511 | −16,414 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $6.1M | 198,552 | −14,985 shares |
| Encompass More Asset Management | Danville, CA | $5.7M | 185,377 | +128,807 shares |
| Corient Private Wealth LP | Miami, FL | $4.4M | 144,479 | −299 shares |
| CLG LLC | Long Beach, CA | $3.3M | 106,627 | −1,646 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 HFGM?
35 institutional managers reported holding HFGM in Form 13F filings for June 30, 2026, worth $104.7M in total. The largest reported position was held by Tactive Advisors, LLC, at $13.0M.
Did institutions buy or sell HFGM last quarter?
Reported 13F value rose 42.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 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 HFGM 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.