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Unltd Hfnd Mult ST RET Track (HFND)

CUSIP: 886364439 | NYSE | 49 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mather Group, Llc.112,219
0.0% of portfolio›$2.7M
Wealthcare Advisory Partners LLC97,351
0.0% of portfolio›$2.3M
Fermata Advisors, LLC39,255
0.2% of portfolio›$937.2K
Fifth Third Bancorp26,406
0.0% of portfolio›$630.4K
Accurate Wealth Management, LLC18,566
0.0% of portfolio›$444.0K
Oregon Pacific Wealth Management, LLC10,544
0.2% of portfolio›$251.7K
Clark Asset Management, LLC9,352
0.0% of portfolio›$223.3K
Compass Financial Management LLC2,933
0.0% of portfolio›$70.0K
Farther Finance Advisors, LLC2,874
0.0% of portfolio›$68.6K
StyleTurnoverLocationFiled
Mather Group, Llc.
112,219$2.7M0.0%ETFMediumChicago, IL2026-10-14
Wealthcare Advisory Partners LLC
97,351$2.3M0.0%ETFLowWest Chester, PA2026-10-21
Fermata Advisors, LLC
39,255$937.2K0.2%ETFLowSonoma, CA2026-10-13
Fifth Third Bancorp
26,406$630.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Accurate Wealth Management, LLC
18,566$444.0K0.0%CoreMediumWesley Chapel, FL2026-10-20
Oregon Pacific Wealth Management, LLC
10,544$251.7K0.2%ETFMediumMedford, OR2026-10-20
Clark Asset Management, LLC
9,352$223.3K0.0%ETFVery LowStratham, NH2026-10-19
Compass Financial Management LLC
2,933$70.0K0.0%CoreN/ATampa, FL2026-10-30
Farther Finance Advisors, LLC
2,874$68.6K0.0%IndexLowSan Francisco, CA2026-10-08