HFGM Unlimited HFGM Global Macro ETF

NYSE ·
$31.16
Price · Aug 19, 2026

HFGM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$31.16
Market Cap
P/E (TTM)
EPS (TTM)
Revenue (TTM)
Div Yield
ROE
Debt/Equity
52W Range
$29 – $37

HFGM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
HFGM
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
HFGM
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
HFGM
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
HFGM
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
HFGM
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
HFGM
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
Dec. 24, 2025$3.2400

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Institutional owners (13F) 35 filers · $98.7M 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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (0 vs prior Q) 2 (-1 vs prior Q) 15 (-2 vs prior Q) 10 (+6 vs prior Q) +606K

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
Tactive Advisors, LLC $13,027,631 426,576 13.20% Shares
Weil Company, Inc. $9,994,875 327,272 10.13% Shares
MATHER GROUP, LLC. $7,226,772 236,633 7.32% Shares
HighTower Advisors, LLC $7,140,265 233,800 7.24% Shares
NAPA WEALTH MANAGEMENT $6,817,044 215,661 6.91% Shares
Brookwood Investment Group LLC $6,245,766 204,511 6.33% Shares
Wealthcare Advisory Partners LLC $6,063,771 198,552 6.14% Shares
Encompass More Asset Management $5,661,414 185,377 5.74% Shares
Corient Private Wealth LP $4,412,389 144,479 4.47% Shares
CLG LLC $3,256,399 106,627 3.30% Shares
GenTrust, LLC $3,110,621 101,854 3.15% Shares
INVENIO WEALTH PARTNERS LLC $3,039,555 99,527 3.08% Shares
Focus Partners Advisor Solutions, LLC $2,540,256 83,178 2.57% Shares
Brady Martz Wealth Solutions, LLC $2,189,345 68,289 2.22% Shares
TRUIST FINANCIAL CORP $1,906,979 62,442 1.93% Shares
Arrowroot Family Office, LLC $1,885,845 61,750 1.91% Shares
ENVESTNET ASSET MANAGEMENT INC $1,833,194 60,026 1.86% Shares
Accurate Wealth Management, LLC $1,787,790 57,888 1.81% Shares
Insight Wealth Strategies, LLC $1,638,349 51,103 1.66% Shares
Magnolia Private Wealth, LLC $1,365,871 44,724 1.38% Shares
Arete Wealth Advisors, LLC $1,337,987 43,811 1.36% Shares
Oregon Pacific Wealth Management, LLC $1,283,382 42,023 1.30% Shares
RHS Financial, LLC $1,218,180 39,888 1.23% Shares
Quantinno Capital Management LP $1,151,358 37,700 1.17% Shares
JANE STREET GROUP, LLC $768,570 25,166 0.78% Shares
SMART Wealth LLC $641,801 21,015 0.65% Shares
National Philanthropic Trust $451,076 14,770 0.46% Shares
Signet Private Wealth LLC $309,584 10,137 0.31% Shares
NATIONAL BANK OF CANADA /FI/ $275,636 9,064 0.28% Shares
HARBOR INVESTMENT ADVISORY, LLC $70,547 2,310 0.07% Shares
SIGNATUREFD, LLC $19,393 635 0.02% Shares
Caitlin John, LLC $9,467 310 0.01% Shares
ROYAL BANK OF CANADA $1,000 25 0.00% Shares
Summit Global Investments $398 13,046 0.00% Shares
AE Wealth Management LLC $26 1 0.00% Shares