HFND Institutional Ownership
Unlimited HFND Multi-Strategy Return Tracker ETF
1W: +0.2%
1M: -1.5%
3M: -2.4%
YTD: +6.6%
1Y: +1.5%
3Y: +25.2%
$24.03
+0.15 (+0.63%)
Weekly Expected Move ±0.9%
$24
$24
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Overview
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Holdings
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Institutional Ownership — HFND
19
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
6
New Positions
4
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 113,178 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Darwin Wealth Management, LLC | 113,177 | 3M | +2,749 | +2.5% | 8Q | SEC ↗ |
| 3 | MATHER GROUP, LLC. | 112,891 | 3M | -160,777 | -58.7% | 2Q | SEC ↗ |
| 4 | CARY STREET PARTNERS FINANCIAL LLC NEW | 96,542 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Arete Wealth Advisors, LLC | 86,284 | 2M | +63,529 | +279.2% | 4Q | SEC ↗ |
| 6 | Arrowroot Family Office, LLC | 75,272 | 2M | -48,505 | -39.2% | 3Q | SEC ↗ |
| 7 | Empire Financial Management Company, L NEW | 42,343 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Fermata Advisors, LLC | 38,190 | 918K | +1,481 | +4.0% | 13Q | SEC ↗ |
| 9 | January Capital Advisors LLC | 16,423 | 395K | -63 | -0.4% | 2Q | SEC ↗ |
| 10 | Oregon Pacific Wealth Management, LLC | 14,648 | 352K | +66 | +0.5% | 4Q | SEC ↗ |
| 11 | FIFTH THIRD BANCORP | 13,231 | 318K | — | +0.0% | 2Q | SEC ↗ |
| 12 | Accurate Wealth Management, LLC NEW | 10,917 | 262K | — | +0.0% | 1Q | SEC ↗ |
| 13 | GTS SECURITIES LLC | 10,826 | 260K | -5,416 | -33.3% | 2Q | SEC ↗ |
| 14 | Clark Asset Management, LLC | 9,352 | 225K | — | +0.0% | 5Q | SEC ↗ |
| 15 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 4,104 | 99K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC | 2,874 | 69K | -824 | -22.3% | 5Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA NEW | 314 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 18 | UBS Group AG | 0 | 0K | -609 | -100.0% | 1Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 0 | 0K | -135 | -100.0% | 1Q | SEC ↗ |
| 20 | Osbon Capital Management LLC | 0 | 0K | -1,168 | -100.0% | 2Q | SEC ↗ |
| 21 | ASSETMARK, INC | 0 | 0K | -263 | -100.0% | 7Q | SEC ↗ |
| 22 | Miller Global Investments, LLC | 0 | 0K | -119,514 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 113,178 | 3M |
| CARY STREET PARTNERS FINANCIAL LLC | 96,542 | 2M |
| Empire Financial Management Company | 42,343 | 1M |
| Accurate Wealth Management, LLC | 10,917 | 262K |
| COMPASS FINANCIAL MANAGEMENT LLC | 4,104 | 99K |
| ROYAL BANK OF CANADA | 314 | 8K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Miller Global Investments, LLC | 119,514 | 3M |
| Osbon Capital Management LLC | 1,168 | 28K |
| UBS Group AG | 609 | 15K |
| ASSETMARK, INC | 263 | 6K |
| JONES FINANCIAL COMPANIES LLLP | 135 | 3K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arete Wealth Advisors, LLC | +63,529 | +279.2% | 86,284 |
| Darwin Wealth Management, LLC | +2,749 | +2.5% | 113,177 |
| Fermata Advisors, LLC | +1,481 | +4.0% | 38,190 |
| Oregon Pacific Wealth Management, L | +66 | +0.5% | 14,648 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | -160,777 | -58.7% | 112,891 |
| Arrowroot Family Office, LLC | -48,505 | -39.2% | 75,272 |
| GTS SECURITIES LLC | -5,416 | -33.3% | 10,826 |
| Farther Finance Advisors, LLC | -824 | -22.3% | 2,874 |
| January Capital Advisors LLC | -63 | -0.4% | 16,423 |