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Unltd Hfgm Global Macro ETF (HFGM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tactive Advisors, LLC
DECREASED
Shares413,442 from 426,576
Change-13,134 (-3%)
Value$13.0M (-$69.3K)
Filed 2026-10-08
Insight Wealth Strategies, LLC
INCREASED
Shares388,918 from 376,670
Change+12,248 (+3%)
Value$12.2M (+$803.9K)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares235,662 from 236,633
Change-971 (0%)
Value$7.4M (+$159.5K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares190,039 from 198,552
Change-8,513 (-4%)
Value$6.0M (-$107.5K)
Filed 2026-10-21
GenTrust, LLC
INCREASED
Shares120,833 from 101,854
Change+18,979 (+19%)
Value$3.8M (+$676.6K)
Filed 2026-11-06
Invenio Wealth Partners LLC
INCREASED
Shares102,541 from 99,527
Change+3,014 (+3%)
Value$3.2M (+$174.3K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED
Shares95,997 from 83,178
Change+12,819 (+15%)
Value$3.0M (+$468.5K)
Filed 2026-11-05
Encompass More Asset Management
DECREASED
Shares83,209 from 185,377
Change-102,168 (-55%)
Value$2.6M (-$3.1M)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares80,481 from 75,326
Change+5,155 (+7%)
Value$2.5M (+$219.8K)
Filed 2026-10-30
Kestra Advisory Services, LLC
NEW
Shares72,581
Change+72,581
Value$2.3M
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares65,101 from 57,888
Change+7,213 (+12%)
Value$2.1M (+$272.0K)
Filed 2026-10-20
Kestra Investment Management, LLC
NEW
Shares55,868
Change+55,868
Value$1.8M
Filed 2026-11-04
RHS Financial, LLC
INCREASED
Shares45,968 from 39,888
Change+6,080 (+15%)
Value$1.4M (+$222.6K)
Filed 2026-10-13
Oregon Pacific Wealth Management, LLC
INCREASED
Shares42,638 from 42,023
Change+615 (+1%)
Value$1.3M (+$53.0K)
Filed 2026-10-20
Weil Company, Inc.
DECREASED
Shares25,513 from 327,272
Change-301,759 (-92%)
Value$799.7K (-$9.2M)
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares18,895 from 21,015
Change-2,120 (-10%)
Value$592.2K (-$49.6K)
Filed 2026-11-04
Summit Global Investments
INCREASED
Shares16,804 from 13,046
Change+3,758 (+29%)
Value$527 (-$397.5K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$72.4K (+$1.9K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares872 from 635
Change+237 (+37%)
Value$27.3K (+$7.9K)
Filed 2026-10-23
CLG LLC
CLOSED
Shares0 from 106,627
Change-106,627 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-13
Truist Financial Corp
CLOSED
Shares0 from 62,442
Change-62,442 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-30
HighTower Advisors, LLC
N/A
Shares— from 233,800
Change-233,800 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 204,511
Change-204,511 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 83,178
Change-83,178 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 61,750
Change-61,750 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 60,026
Change-60,026 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 44,724
Change-44,724 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 43,811
Change-43,811 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 37,700
Change-37,700 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,166
Change-25,166 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 14,770
Change-14,770 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 10,137
Change-10,137 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25
Change-25 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Tactive Advisors, LLC
DECREASED413,442426,576-13,134-3%$13.0M$13.0M-$69.3K2026-10-08
Insight Wealth Strategies, LLC
INCREASED388,918376,670+12,248+3%$11.4M$12.2M+$803.9K2026-10-09
Mather Group, Llc.
DECREASED235,662236,633-9710%$7.2M$7.4M+$159.5K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED190,039198,552-8,513-4%$6.1M$6.0M-$107.5K2026-10-21
GenTrust, LLC
INCREASED120,833101,854+18,979+19%$3.1M$3.8M+$676.6K2026-11-06
Invenio Wealth Partners LLC
INCREASED102,54199,527+3,014+3%$3.0M$3.2M+$174.3K2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED95,99783,178+12,819+15%$2.5M$3.0M+$468.5K2026-11-05
Encompass More Asset Management
DECREASED83,209185,377-102,168-55%$5.7M$2.6M-$3.1M2026-10-16
Compass Financial Management LLC
INCREASED80,48175,326+5,155+7%$2.3M$2.5M+$219.8K2026-10-30
Kestra Advisory Services, LLC
NEW72,581—+72,581——$2.3M—2026-11-02
Accurate Wealth Management, LLC
INCREASED65,10157,888+7,213+12%$1.8M$2.1M+$272.0K2026-10-20
Kestra Investment Management, LLC
NEW55,868—+55,868——$1.8M—2026-11-04
RHS Financial, LLC
INCREASED45,96839,888+6,080+15%$1.2M$1.4M+$222.6K2026-10-13
Oregon Pacific Wealth Management, LLC
INCREASED42,63842,023+615+1%$1.3M$1.3M+$53.0K2026-10-20
Weil Company, Inc.
DECREASED25,513327,272-301,759-92%$10.0M$799.7K-$9.2M2026-10-14
Smart Wealth LLC
DECREASED18,89521,015-2,120-10%$641.8K$592.2K-$49.6K2026-11-04
Summit Global Investments
INCREASED16,80413,046+3,758+29%$398.0K$527-$397.5K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED2,3102,31000%$70.5K$72.4K+$1.9K2026-10-13
Signaturefd, LLC
INCREASED872635+237+37%$19.4K$27.3K+$7.9K2026-10-23
CLG LLC
CLOSED0106,627-106,627-100%$3.3M$0-$3.3M2026-10-13
Truist Financial Corp
CLOSED062,442-62,442-100%$1.9M$0-$1.9M2026-10-30
HighTower Advisors, LLC
N/A—233,800-233,800-100%$7.1M———
Brookwood Investment Group LLC
N/A—204,511-204,511-100%$6.2M———
Focus Partners Advisor Solutions, LLC
N/A—83,178-83,178-100%$2.5M———
Arrowroot Family Office, LLC
N/A—61,750-61,750-100%$1.9M———
Envestnet Asset Management Inc
N/A—60,026-60,026-100%$1.8M———
Magnolia Private Wealth, LLC
N/A—44,724-44,724-100%$1.4M———
Arete Wealth Advisors, LLC
N/A—43,811-43,811-100%$1.3M———
Quantinno Capital Management LP
N/A—37,700-37,700-100%$1.2M———
Jane Street Group, LLC
N/A—25,166-25,166-100%$768.6K———
National Philanthropic Trust
N/A—14,770-14,770-100%$451.1K———
Signet Private Wealth LLC
N/A—10,137-10,137-100%$309.6K———
National Bank of Canada
N/A—9,064-9,064-100%$275.6K———
Caitlin John, LLC
N/A—310-310-100%$9.5K———
Royal Bank of Canada
N/A—25-25-100%$1.0K———
AE Wealth Management LLC
N/A—1-1-100%$26———
Showing 36 of 36 institutions