Who owns Unlimited HFGM Global Macro ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HFGM from SEC Form 13F filings across 35 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, 35 institutions disclosed 3.4M shares of Unlimited HFGM Global Macro ETF worth $104.7M — about 416.8% of shares outstanding; the largest disclosed holder is Tactive Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
35
13F holders
$104.7M
value, 2026 filers
416.8%
of shares outstanding (3.4M sh)
8
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 HFGM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tactive Advisors, LLC | 426,576 | $13.0M | 3.2% | 51.8% | +146.4% |
| 2 | Insight Wealth Strategies, LLC | 376,670 | $11.4M | 1.1% | 45.8% | +637.1% |
| 3 | Weil Company, Inc. | 327,272 | $10.0M | 1.8% | 39.8% | +8.6% |
| 4 | MATHER GROUP, LLC. | 236,633 | $7.2M | 0.1% | 28.8% | +79.4% |
| 5 | HighTower Advisors, LLC | 233,800 | $7.1M | 0.0% | 28.4% | +11.8% |
| 6 | Brookwood Investment Group LLC | 204,511 | $6.2M | 0.7% | 24.9% | -7.4% |
| 7 | Wealthcare Advisory Partners LLC | 198,552 | $6.1M | 0.1% | 24.1% | -7.0% |
| 8 | Encompass More Asset Management | 185,377 | $5.7M | 0.8% | 22.5% | +227.7% |
| 9 | Corient Private Wealth LP | 144,479 | $4.4M | 0.0% | 17.6% | -0.2% |
| 10 | CLG LLC | 106,627 | $3.3M | 0.7% | 13% | -1.5% |
| 11 | GenTrust, LLC | 101,854 | $3.1M | 0.1% | 12.4% | +16.5% |
| 12 | INVENIO WEALTH PARTNERS LLC | 99,527 | $3.0M | 1.1% | 12.1% | +1.4% |
| 13 | Focus Partners Advisor Solutions, LLC | 83,178 | $2.5M | 0.0% | 10.1% | +21.8% |
| 14 | Brady Martz Wealth Solutions, LLC | 83,178 | $2.5M | 0.4% | 10.1% | +21.8% |
| 15 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 75,326 | $2.3M | 0.3% | 9.2% | new |
| 16 | TRUIST FINANCIAL CORP | 62,442 | $1.9M | 0.0% | 7.6% | -11.5% |
| 17 | Arrowroot Family Office, LLC | 61,750 | $1.9M | 0.5% | 7.5% | +251.6% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 60,026 | $1.8M | 0.0% | 7.3% | -12.3% |
| 19 | Accurate Wealth Management, LLC | 57,888 | $1.8M | 0.2% | 7% | +63.9% |
| 20 | Magnolia Private Wealth, LLC | 44,724 | $1.4M | 0.7% | 5.4% | +10.8% |
| 21 | Arete Wealth Advisors, LLC | 43,811 | $1.3M | 0.1% | 5.3% | +208.3% |
| 22 | Oregon Pacific Wealth Management, LLC | 42,023 | $1.3M | 1.2% | 5.1% | -0.9% |
| 23 | RHS Financial, LLC | 39,888 | $1.2M | 0.5% | 4.8% | +447.2% |
| 24 | Quantinno Capital Management LPNEW | 37,700 | $1.2M | 0.0% | 4.6% | new |
| 25 | JANE STREET GROUP, LLCNEW | 25,166 | $768,570 | 0.0% | 3.1% | new |
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. Research, not investment advice.