HFEQ Institutional Ownership & Shareholders
UNLIMITED HFEQ EQUITY LS ETF (HFEQ) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Brookwood Investment Group Llc is currently the largest disclosed institutional shareholder of HFEQ tracked by InsiderSet, reporting ownership valued at approximately $7.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.93M, representing an estimated loss of -7.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HFEQ value among the investors covered in this analysis. Major shareholders include Brookwood Investment Group Llc, Corient Private Wealth Llc, Brady Martz Wealth Solutions, Llc, and several other long-term asset managers with concentrated positions in UNLIMITED HFEQ EQUITY LS ETF (HFEQ).
This page ranks the largest institutional HFEQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$12.84M
Largest Holder
Brookwood Investment Group Llc
Largest Position
$7.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookwood Investment Group Llc | 0.87% | 305,300 | $7,510,624 | $6,933,119 | -$577,505 | -7.69% | |
| Corient Private Wealth Llc | 0.00% | 124,348 | $3,059,060 | $2,823,844 | -$235,216 | -7.69% | |
| Brady Martz Wealth Solutions, Llc | 0.09% | 24,846 | $611,231 | $564,233 | -$46,998 | -7.69% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 24,846 | $611,231 | $564,233 | -$46,998 | -7.69% | |
| Hrt Financial Lp | 0.00% | 16,685 | $410,000 | $378,903 | -$31,097 | -7.58% | |
| Wealthcare Advisory Partners Llc | 0.01% | 14,982 | $344,874 | $340,229 | -$4,645 | -1.35% | |
| Gts Securities Llc | 0.01% | 10,542 | $259,344 | $239,400 | -$19,944 | -7.69% | |
| National Bank Of Canada | 0.00% | 750 | $18,315 | $17,032 | -$1,283 | -7.01% | |
| Ubs Group Ag | 0.00% | 592 | $14,564 | $13,444 | -$1,120 | -7.69% |
Frequently asked questions about HFEQ
Who are the largest institutional holders of HFEQ?
The largest institutional holders of HFEQ reported in the latest SEC Form 13F filings include Brookwood Investment Group Llc, Corient Private Wealth Llc, Brady Martz Wealth Solutions, Llc, Focus Partners Advisor Solutions, Llc, and Hrt Financial Lp. InsiderSet ranks institutional holders by their latest reported HFEQ position.
What is HFEQ institutional ownership?
This page tracks HFEQ positions reported by institutional investment managers through SEC Form 13F. UNLIMITED HFEQ EQUITY LS ETF (HFEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HFEQ?
InsiderSet currently tracks 9 institutional managers reporting HFEQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HFEQ shareholders.
How much HFEQ stock do institutions own?
Institutional investment managers disclosed approximately $12.84M in HFEQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HFEQ institutional ownership last updated?
The latest HFEQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HFEQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HFEQ position after the reporting date.
Are institutions buying or selling HFEQ?
Institutional buying and selling can be analyzed by comparing HFEQ positions across consecutive 13F reporting periods. InsiderSet's HFEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HFEQ ownership changes.
How has HFEQ institutional ownership changed over time?
InsiderSet tracks HFEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.