HFGM institutional holders

TIDAL TRUST I · 13F, 2026Q2

Managers holding35
Shares held3,430,291
Reported value$104.7m
Quarter flows8 new, 17 added, 10 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Tactive Advisors, LLC426,576$13.0m3.2%
Insight Wealth Strategies, LLC376,670$11.4m1.1%
Weil Company, Inc.327,272$10.0m1.8%
MATHER GROUP, LLC.236,633$7.2m0.1%
HighTower Advisors, LLC233,800$7.1m0.0%
Brookwood Investment Group LLC204,511$6.2m0.7%
Wealthcare Advisory Partners LLC198,552$6.1m0.1%
Encompass More Asset Management185,377$5.7m0.8%
Corient Private Wealth LP144,479$4.4m0.0%
CLG LLC106,627$3.3m0.7%
GenTrust, LLC101,854$3.1m0.1%
INVENIO WEALTH PARTNERS LLC99,527$3.0m1.1%
Focus Partners Advisor Solutions, LLC83,178$2.5m0.0%
Brady Martz Wealth Solutions, LLC83,178$2.5m0.4%
COMPASS FINANCIAL MANAGEMENT LLC75,326$2.3m0.3%
TRUIST FINANCIAL CORP62,442$1.9m0.0%
Arrowroot Family Office, LLC61,750$1.9m0.5%
ENVESTNET ASSET MANAGEMENT INC60,026$1.8m0.0%
Accurate Wealth Management, LLC57,888$1.8m0.2%
Magnolia Private Wealth, LLC44,724$1.4m0.7%
Arete Wealth Advisors, LLC43,811$1.3m0.1%
Oregon Pacific Wealth Management, LLC42,023$1.3m1.2%
RHS Financial, LLC39,888$1.2m0.5%
Quantinno Capital Management LP37,700$1.2m0.0%
JANE STREET GROUP, LLC25,166$768,5700.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HFGM"). HFGM price history · All 13F data

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