HFEQ Unlimited HFEQ Equity Long/Short ETF
HFEQ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
HFEQ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| Dec. 24, 2025 | $2.1990 |
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Institutional owners (13F) 10 filers · $19.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (-3 vs prior Q) | 3 (+1 vs prior Q) | 1 (-2 vs prior Q) | 2 (0 vs prior Q) | -223K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Brookwood Investment Group LLC | $7,510,624 | 305,300 | 38.86% | Shares |
| NAPA WEALTH MANAGEMENT | $6,932,909 | 309,022 | 35.87% | Shares |
| Corient Private Wealth LP | $3,059,060 | 124,348 | 15.83% | Shares |
| Focus Partners Advisor Solutions, LLC | $611,231 | 24,846 | 3.16% | Shares |
| Brady Martz Wealth Solutions, LLC | $523,761 | 24,846 | 2.71% | Shares |
| Wealthcare Advisory Partners LLC | $399,197 | 16,227 | 2.07% | Shares |
| GTS SECURITIES LLC | $259,344 | 10,542 | 1.34% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $18,315 | 750 | 0.09% | Shares |
| UBS Group AG | $14,564 | 592 | 0.08% | Shares |
| HRT FINANCIAL LP | $410 | 16,685 | 0.00% | Shares |