SEC 13F Intelligence

TIDAL TRUST I

CUSIP 886364363

Tidal Trust I has 3 institutional holders in Filings Flow’s 13F database, together reporting 2.28M shares worth $68M as of Q1 2026. The largest reported holders are Tactive Advisors, LLC, Weil Company, Inc., and Brookwood Investment Group LLC.

Institutional Holders
28
Q1 2026
Reported Value
$68M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 27Q4 ’25Q1 ’26: 28Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $38MQ4 ’25Q1 ’26: $68MQ1 ’26Q2 ’26: $19MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Tactive Advisors, LLC$406M AUM3.21%$13M426.6KQ2 2026
NAPA WEALTH MANAGEMENT$213M AUM3.20%$7M215.7KQ3 2025OLDER
Weil Company, Inc.$445M AUM2.17%$10M301.4KQ1 2026OLDER
INVENIO WEALTH PARTNERS LLC$252M AUM1.25%$3M98.2KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.87%$7M220.9KQ1 2026OLDER
Magnolia Private Wealth, LLC$150M AUM0.86%$1M40.4KQ1 2026OLDER
CLG LLC$403M AUM0.86%$3M108.3KQ1 2026OLDER
Brady Martz Wealth Solutions, LLC$587M AUM0.37%$2M68.3KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.30%$2M56.6KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.23%$779,86024.3KQ1 2026OLDER
Arrowroot Family Office, LLC$302M AUM0.19%$563,07017.6KQ1 2026OLDER
Insight Wealth Strategies, LLC$896M AUM0.18%$2M51.1KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.14%$1M35.3KQ1 2026OLDER
GenTrust, LLC$2.3B AUM0.12%$3M87.4KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.11%$6M198.6KQ2 2026
RHS Financial, LLC$211M AUM0.11%$233,6857.3KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.04%$4M131.9KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.03%$455,60414.2KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.02%$2M68.3KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$315,42310.9KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$7M209.2KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$70,5472.3KQ2 2026
Creative Capital Management Investments LLC$348M AUM0.00%$12,055418Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M70.6KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$2,43776Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M68.5KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$298,1239.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M40.2KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,768200Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$254,4927.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$4,642144.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$69,4762.4KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6,000188Q1 2026OLDER

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