HFGM · Unlimited HFGM Global Macro ETF ETF
$31.77
+0.19 (+0.59%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $4,412,388
Total Shares: 144,479
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+86.8 pts
Top 5
100.0%
+51.2 pts
Top 10
100.0%
+26.2 pts
HHI
10,000
Highly concentrated+9,318
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
28
Unchanged
0
Holder count:
-28
Institutional value:
-94.0%
Shares held:
-93.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −299 | 144,479 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Weil Company, Inc. | 301,400 | $9,662,884 | |
| Small Brookwood Investment Group LLC | 220,925 | $7,082,855 | |
| Mid Wealthcare Advisory Partners LLC | 213,537 | $6,845,996 | |
| Large HighTower Advisors, LLC | 209,214 | $6,707,400 | |
| Small Tactive Advisors, LLC | 173,126 | $5,550,419 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC HFGM | $4,412,388 | 100.00% | 144,479 | Shares | 2026-08-27 |