Who owns Unlimited HFGM Global Macro ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of HFGM from SEC Form 13F filings across 22 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, 22 institutions disclosed 2.0M shares of Unlimited HFGM Global Macro ETF worth $60.3M — about 239.9% of shares outstanding; the largest disclosed holder is MATHER GROUP, LLC.. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$60.3M
value, 2026 filers
239.9%
of shares outstanding (2.0M sh)
5
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 | MATHER GROUP, LLC. | 236,633 | $7.2M | 0.1% | 28.8% | +79.4% |
| 2 | HighTower Advisors, LLC | 233,800 | $7.1M | 0.0% | 28.4% | +11.8% |
| 3 | Brookwood Investment Group LLC | 204,511 | $6.2M | 0.7% | 24.9% | -7.4% |
| 4 | Wealthcare Advisory Partners LLC | 198,552 | $6.1M | 0.1% | 24.1% | -7.0% |
| 5 | Encompass More Asset Management | 185,377 | $5.7M | 0.8% | 22.5% | +227.7% |
| 6 | Corient Private Wealth LP | 144,479 | $4.4M | 0.0% | 17.6% | -0.2% |
| 7 | GenTrust, LLC | 101,854 | $3.1M | 0.1% | 12.4% | +16.5% |
| 8 | Arete Wealth Advisors, LLC | 87,638 | $2.7M | 0.1% | 10.6% | +208.3% |
| 9 | Focus Partners Advisor Solutions, LLC | 83,178 | $2.5M | 0.0% | 10.1% | +21.8% |
| 10 | Brady Martz Wealth Solutions, LLC | 83,178 | $2.5M | 0.4% | 10.1% | +21.8% |
| 11 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 75,326 | $2.3M | 0.3% | 9.2% | new |
| 12 | TRUIST FINANCIAL CORP | 62,442 | $1.9M | 0.0% | 7.6% | -11.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 60,026 | $1.8M | 0.0% | 7.3% | -12.3% |
| 14 | Accurate Wealth Management, LLC | 57,888 | $1.8M | 0.2% | 7% | +63.9% |
| 15 | Magnolia Private Wealth, LLC | 44,724 | $1.4M | 0.7% | 5.4% | +10.8% |
| 16 | Oregon Pacific Wealth Management, LLC | 42,023 | $1.3M | 1.2% | 5.1% | -0.9% |
| 17 | Quantinno Capital Management LPNEW | 37,700 | $1.2M | 0.0% | 4.6% | new |
| 18 | JANE STREET GROUP, LLCNEW | 25,166 | $768,570 | 0.0% | 3.1% | new |
| 19 | NATIONAL BANK OF CANADA /FI/ | 9,064 | $275,636 | 0.0% | 1.1% | -3.3% |
| 20 | SIGNATUREFD, LLCNEW | 635 | $19,393 | 0.0% | 0.1% | new |
| 21 | ROYAL BANK OF CANADA | 25 | $1,000 | 0.0% | 0% | -86.7% |
| 22 | AE Wealth Management LLCNEW | 1 | $26 | 0.0% | 0% | 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 · options positioning · supply chain. Research, not investment advice.