Who owns HFND?
Unlimited HFND Multi-Strategy Return Tracker ETF · Unlimited
17 institutions reported holding HFND, worth $18.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HFND
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Axxcess Wealth Management, LLC | Carlsbad, CA | $2.8M | 113,178 | New position |
| Darwin Wealth Management, LLC | Tampa, FL | $2.8M | 113,177 | +2,749 shares |
| Mather Group, LLC. | Chicago, IL | $2.8M | 112,891 | −160,777 shares |
| CARY Street Partners Financial LLC | Richmond, VA | $2.4M | 96,542 | New position |
| Arete Wealth Advisors, LLC | Chicago, IL | $2.1M | 86,284 | +63,529 shares |
| Arrowroot Family Office, LLC | Marina Del Rey, CA | $1.8M | 75,272 | −48,505 shares |
| Empire Financial Management Company, LLC | New York, NY | $1.0M | 42,343 | New position |
| Fermata Advisors, LLC | Sonoma, CA | $937K | 38,190 | +1,481 shares |
| January Capital Advisors LLC | San Francisco, CA | $403K | 16,423 | −63 shares |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $359K | 14,648 | +66 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 HFND?
17 institutional managers reported holding HFND in Form 13F filings for June 30, 2026, worth $18.7M in total. The largest reported position was held by Axxcess Wealth Management, LLC, at $2.8M.
Did institutions buy or sell HFND last quarter?
Reported 13F value rose 25.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 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 HFND 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.