Who owns Unlimited HFEQ Equity Long/Short ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HFEQ from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 524,136 shares of Unlimited HFEQ Equity Long/Short ETF worth $12.5M — about 1067.6% of shares outstanding; the largest disclosed holder is Brookwood Investment Group LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$12.5M
value, 2026 filers
1067.6%
of shares outstanding (524,136 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HFEQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | 305,300 | $7.5M | 0.8% | 621.9% | -12.0% |
| 2 | Corient Private Wealth LP | 124,348 | $3.1M | 0.0% | 253.3% | 0.0% |
| 3 | Focus Partners Advisor Solutions, LLC | 24,846 | $611,231 | 0.0% | 50.6% | 0.0% |
| 4 | Brady Martz Wealth Solutions, LLC | 24,846 | $611,231 | 0.1% | 50.6% | 0.0% |
| 5 | HRT FINANCIAL LPNEW | 16,685 | $410 | 0.0% | 34% | new |
| 6 | Wealthcare Advisory Partners LLC | 16,227 | $399,197 | 0.0% | 33.1% | +7.0% |
| 7 | GTS SECURITIES LLCNEW | 10,542 | $259,344 | 0.0% | 21.5% | new |
| 8 | NATIONAL BANK OF CANADA /FI/ | 750 | $18,315 | 0.0% | 1.5% | 0.0% |
| 9 | UBS Group AG | 592 | $14,564 | 0.0% | 1.2% | -14.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.