SEC 13F Intelligence

TIDAL ETF TR

CUSIP 886364207

Tidal Etf Tr has 17 institutional holders in Filings Flow’s 13F database, together reporting 24.07M shares worth $320M as of Q4 2022. The largest reported holders are Sofi Wealth, LLC, Empowered Funds, LLC, and Teamwork Financial Advisors, LLC.

Institutional Holders
17
Q4 2022
Reported Value
$320M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’19: 3Q2 ’19Q3 ’19: 4Q3 ’19Q2 ’21: 10Q2 ’21Q4 ’21: 11Q4 ’21Q4 ’22: 17Q4 ’22filingsflow.com
Total reported value
Q2 ’19: $1MQ2 ’19Q3 ’19: $310,000Q3 ’19Q2 ’21: $3MQ2 ’21Q4 ’21: $2MQ4 ’21Q4 ’22: $320MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SOFI WEALTH, LLC$2.1B AUM50.11%$681M32.77MQ3 2024OLDER
Empowered Funds, LLC$15.7B AUM0.40%$23M1.16MQ2 2024OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.38%$3M133.1KQ3 2024OLDER
Centric Wealth Management$501M AUM0.26%$987,9849.0KQ3 2024OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.02%$485,44223.4KQ3 2024OLDER
Tidal Investments LLC$47.4B AUM0.01%$1M49.5KQ3 2024OLDER
Bear Mountain Capital, Inc.$333M AUM0.01%$20,3501.1KQ1 2024OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$3M135.2KQ2 2024OLDER
Archer Investment Corp$469M AUM0.00%$15,419742Q3 2024OLDER
Concord Wealth Partners$770M AUM0.00%$18,394169Q4 2024
Annapolis Financial Services, LLC$338M AUM0.00%$8,271398Q3 2024OLDER
IFP Advisors, Inc$4.8B AUM0.00%$58,7723.0KQ2 2024OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$397,49619.1KQ4 2024
ASSETMARK, INC$49.0B AUM0.00%$220,54511.1KQ2 2024OLDER
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$415,84920.0KQ3 2024OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$41,5602.0KQ3 2024OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$803,25840.4KQ2 2024OLDER
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$261,12112.6KQ3 2024OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$348,14816.8KQ3 2024OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$581,54928.0KQ3 2024OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$4,676225Q3 2024OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$502,37724.2KQ3 2024OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$51,9742.6KQ2 2024OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$57,5782.8KQ3 2024OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,14056Q3 2024OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$59329Q3 2024OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,513313Q3 2024OLDER
UBS Group AG$666.3B AUM0.00%$11,034531Q3 2024OLDER
Sandy Spring Bank$2.4B AUM0.00%$201Q2 2024OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1307Q1 2024OLDER
CWM, LLC$38.1B AUM$022Q3 2024OLDER

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