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Unltd Hfgm Global Macro ETF (HFGM)

CUSIP: 886364363 | NYSE | 45 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tactive Advisors, LLC413,442
3.1% of portfolio›$13.0M
Insight Wealth Strategies, LLC388,918
1.2% of portfolio›$12.2M
Mather Group, Llc.235,662
0.1% of portfolio›$7.4M
Wealthcare Advisory Partners LLC190,039
0.1% of portfolio›$6.0M
Invenio Wealth Partners LLC102,541
1.1% of portfolio›$3.2M
Encompass More Asset Management83,209
0.4% of portfolio›$2.6M
Compass Financial Management LLC80,481
0.3% of portfolio›$2.5M
Kestra Advisory Services, LLC72,581
0.0% of portfolio›$2.3M
Accurate Wealth Management, LLC65,101
0.2% of portfolio›$2.1M
Kestra Investment Management, LLC55,868
0.0% of portfolio›$1.8M
RHS Financial, LLC45,968
0.5% of portfolio›$1.4M
Oregon Pacific Wealth Management, LLC42,638
1.2% of portfolio›$1.3M
Weil Company, Inc.25,513
0.1% of portfolio›$799.7K
Smart Wealth LLC18,895
0.1% of portfolio›$592.2K
Summit Global Investments16,804
0.0% of portfolio›$527
Harbor Investment Advisory, LLC2,310
0.0% of portfolio›$72.4K
Signaturefd, LLC872
0.0% of portfolio›$27.3K
StyleTurnoverLocationFiled
Tactive Advisors, LLC
413,442$13.0M3.1%ETFHighJacksonville, FL2026-10-08
Insight Wealth Strategies, LLC
388,918$12.2M1.2%ETFHighSan Ramon, CA2026-10-09
Mather Group, Llc.
235,662$7.4M0.1%ETFMediumChicago, IL2026-10-14
Wealthcare Advisory Partners LLC
190,039$6.0M0.1%ETFLowWest Chester, PA2026-10-21
Invenio Wealth Partners LLC
102,541$3.2M1.1%ETFLowCoral Gables, FL2026-10-20
Encompass More Asset Management
83,209$2.6M0.4%ETFHighDanville, CA2026-10-16
Compass Financial Management LLC
80,481$2.5M0.3%CoreN/ATampa, FL2026-10-30
Kestra Advisory Services, LLC
72,581$2.3M0.0%CoreLowAustin, TX2026-11-02
Accurate Wealth Management, LLC
65,101$2.1M0.2%CoreMediumWesley Chapel, FL2026-10-20
Kestra Investment Management, LLC
55,868$1.8M0.0%ETFMediumAustin, TX2026-11-04
RHS Financial, LLC
45,968$1.4M0.5%ETFMediumSan Francisco, CA2026-10-13
Oregon Pacific Wealth Management, LLC
42,638$1.3M1.2%ETFMediumMedford, OR2026-10-20
Weil Company, Inc.
25,513$799.7K0.1%ETFLowSan Diego, CA2026-10-14
Smart Wealth LLC
18,895$592.2K0.1%ETFHighOmaha, NE2026-11-04
Summit Global Investments
16,804$5270.0%CoreMediumBountiful, UT2026-10-28
Harbor Investment Advisory, LLC
2,310$72.4K0.0%GrowthLowLutherville, MD2026-10-13
Signaturefd, LLC
872$27.3K0.0%IndexLowAtlanta, GA2026-10-23