SEC 13F Intelligence

TIDAL TR IV

CUSIP 88635A303

Tidal Tr IV has 10 institutional holders in Filings Flow’s 13F database, together reporting 19.58M shares worth $694M as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Jane Street Group, LLC, and Citadel Advisors LLC.

Institutional Holders
10
Q1 2026
Reported Value
$694M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 1Q4 ’25Q1 ’26: 10Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $991,464Q4 ’25Q1 ’26: $694MQ1 ’26Q2 ’26: $16Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fisher Asset Management, LLC$294.9B AUM0.23%$676M19.07MQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$27,473775Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M215.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M235.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$16,074470Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$451,56212.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M50.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$12,442351Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$15,774445Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$6,133173Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.