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TIDAL TRUST I
Ticker: HFGM
CUSIP: 886364363
Class: UNLIMITED HFGM
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
Weil Company, Inc.
200,322
$5,777
HighTower Advisors, LLC
198,059
$5,712
Brookwood Investment Group LLC
176,896
$5,102
CLG LLC
119,913
$3,458
Corient Private Wealth LLC
118,316
$3,412
INVENIO WEALTH PARTNERS LLC
99,051
$2,857
GenTrust, LLC
48,890
$1,410
Oregon Pacific Wealth Management, LLC
43,084
$1,243
Insight Wealth Strategies, LLC
36,961
$1,066
Tactive Advisors, LLC
32,658
$942
Buckingham Strategic Partners
30,349
$875
Brady Martz Wealth Solutions, LLC
30,349
$875
Wealthcare Advisory Partners LLC
23,836
$687
TRUIST FINANCIAL CORP
23,685
$683
ENVESTNET ASSET MANAGEMENT INC
23,685
$683
SMART Wealth LLC
23,310
$672
SUSQUEHANNA INTERNATIONAL GROUP, LLP
19,306
$557
Encompass More Asset Management
17,898
$516
Magnolia Private Wealth, LLC
15,158
$437
GTS SECURITIES LLC
10,937
$315
Arete Wealth Advisors, LLC
9,284
$0
Arrowroot Family Office, LLC
7,602
$219
Accurate Wealth Management, LLC
7,202
$223
BANK OF AMERICA CORP /DE/
2,409
$69
Creative Capital Management Investments LLC
418
$12
Farther Finance Advisors, LLC
200
$6
Global Wealth Strategies & Associates
76
$2
Total (27 institutions)
1,319,854
$37,812