Who Owns Unlimited HFND Multi-Strategy Return Tracker ETF (HFND)?Hedge Fund & Institutional Holders

$23.35-0.10 (-0.45%)Financial ServicesNYSE

Institutional Holders

13

as of Q4 2025

Total Institutional Value

$2.7682749269519055e+30T

% of Float Held

—

QoQ Change in Holders

+8 / -4

Price History

$19.56$20.72$21.87$23.03$24.18Sep 24May 25Mar 26

HFND — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Darwin Wealth Management, LLCNew Position+123K+$2.8M
AXXCESS WEALTH MANAGEMENT, LLCNew Position+122K+$2.7M
Miller Global Investments, LLCNew Position+120K+$2.7M
Arrowroot Family Office, LLCNew Position+85K+$1.9M
Pursuit Wealth Management LLCNew Position+74K+$1.7M
Oregon Pacific Wealth Management, LLCNew Position+15K+$337K
Clark Asset Management, LLCNew Position+9K+$210K
JONES FINANCIAL COMPANIES LLLPNew Position+135+$0
COMERICA BANKIncreased+603+$-282.7M
Fermata Advisors, LLCIncreased+6K+$-686.3M

HFND — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NAPA WEALTH MANAGEMENTClosed Position-125K-$3.0B
Farther Finance Advisors, LLCDecreased-48K-$1.7B
GTS SECURITIES LLCClosed Position-22K-$530.8M
JOURNEY STRATEGIC WEALTH LLCClosed Position-9K-$223.0M
MORGAN STANLEYClosed Position-309-$7.3M
Arete Wealth Advisors, LLCDecreased-209-$21K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Darwin Wealth Management, LLC122,763$2.8M0.86%Share
2AXXCESS WEALTH MANAGEMENT, LLC121,943$2.7M0.01%Share
3Miller Global Investments, LLC119,514$2.7M2.44%Share
4Arrowroot Family Office, LLC84,514$1.9M0.69%Share
5Pursuit Wealth Management LLC73,970$1.7M1.43%Share
6Fermata Advisors, LLC35,067$790K0.19%Share
7Farther Finance Advisors, LLC22,856$515K0.01%Share
8Oregon Pacific Wealth Management, LLC14,970$337K0.35%Share
9Arete Wealth Advisors, LLC14,783$333K0.02%Share
10COMERICA BANK12,591$283K0.00%Share
11Clark Asset Management, LLC9,352$210K0.02%Share
12ASSETMARK, INC263$5K0.00%Share
13JONES FINANCIAL COMPANIES LLLP135$00.00%Share

HFND Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202513$14.3M+4
Q3 20259$6.4B+0
Q2 20259$7.9B+1
Q1 20258$3.1B-3
Q4 202411$1.3B-1
Q3 202412$1.9T+1
Q2 202411$1.8T+3
Q1 20248$824.7B—

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As of Q4 2025, 13 institutional investors hold HFND (Unlimited HFND Multi-Strategy Return Tracker ETF). The largest holder is Darwin Wealth Management, LLC with $2.8M in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own HFND?

As of Q4 2025, 13 institutional investors report holding HFND (Unlimited HFND Multi-Strategy Return Tracker ETF) in their 13F filings.

Who is the largest institutional holder of HFND?

The largest institutional holder of HFND is Darwin Wealth Management, LLC with $2.8M in shares.

Is institutional ownership of HFND increasing or decreasing?

This quarter, 8 institutions opened new positions in HFND and 4 closed their positions.