SEC 13F Intelligence

TIDAL TRUST I

CUSIP 886364371

Tidal Trust I has 10 institutional holders in Filings Flow’s 13F database, together reporting 722.2K shares worth $13M as of Q1 2026. The largest reported holders are Brookwood Investment Group LLC, Napa Wealth Management, and Clg LLC.

Institutional Holders
10
Q1 2026
Reported Value
$13M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 8Q4 ’25Q1 ’26: 10Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $12MQ4 ’25Q1 ’26: $13MQ1 ’26Q2 ’26: $399,197Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NAPA WEALTH MANAGEMENT$213M AUM3.25%$7M309.0KQ3 2025OLDER
Brookwood Investment Group LLC$810M AUM0.90%$7M347.1KQ1 2026OLDER
CLG LLC$403M AUM0.76%$3M144.8KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.23%$828,81439.3KQ1 2026OLDER
Brady Martz Wealth Solutions, LLC$587M AUM0.09%$523,76124.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$679,94432.6KQ4 2025OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$399,19716.2KQ2 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$523,76124.8KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$7,989379Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$204,2139.8KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$15,780750Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$89,0624.3KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2,621124.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$14,672696Q1 2026OLDER

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