SEC 13F Intelligence

TIDAL TRUST I

CUSIP 886364702

Tidal Trust I has 64 institutional holders in Filings Flow’s 13F database, together reporting 5.11M shares worth $92M as of Q1 2026. The largest reported holders are Shariaportfolio, Inc., Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC, and Rfg Advisory, LLC.

Institutional Holders
64
Q1 2026
Reported Value
$92M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 9Q2 ’21Q4 ’21: 9Q4 ’21Q4 ’22: 16Q4 ’22Q4 ’25: 58Q4 ’25Q1 ’26: 64Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $3MQ2 ’21Q4 ’21: $2MQ4 ’21Q4 ’22: $4MQ4 ’22Q4 ’25: $106MQ4 ’25Q1 ’26: $92MQ1 ’26Q2 ’26: $29MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SHARIAPORTFOLIO, INC.$226M AUM12.84%$29M1.62MQ2 2026
rebel Financial LLC$231M AUM1.70%$4M219.6KQ1 2026OLDER
True Vision MN LLC$194M AUM0.84%$2M91.4KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.61%$2M129.2KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.32%$2M100.6KQ1 2026OLDER
Strategic Family Wealth Counselors, L.L.C.$381M AUM0.28%$1M58.6KQ1 2026OLDER
SageOak Financial, LLC$142M AUM0.19%$265,35114.8KQ1 2026OLDER
Emergent Wealth Advisors, LLC$169M AUM0.18%$297,65916.6KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.14%$230,22712.9KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.12%$6M349.7KQ1 2026OLDER
Vertex Planning Partners, LLC$515M AUM0.11%$552,51529.9KQ3 2025OLDER
Advocacy Wealth Management, LLC$2.3B AUM0.09%$2M118.9KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.08%$492,34027.5KQ1 2026OLDER
BWM Planning, LLC$379M AUM0.07%$252,25114.1KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$522,73429.2KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.06%$223,25212.5KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.05%$243,23013.5KQ2 2026
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.05%$767,31942.9KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.04%$474,65326.5KQ1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.03%$347,27819.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.03%$765,60542.9KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.02%$263,16114.4KQ4 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.02%$193,12310.8KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.02%$432,82224.2KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.02%$1M78.3KQ3 2025OLDER
Strategic Blueprint, LLC$1.7B AUM0.01%$254,18614.2KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$494,04527.6KQ1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$304,64017.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M56.8KQ1 2026OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.01%$821,59245.9KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.01%$3M168.0KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$500,46028.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$3M169.6KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$195,82610.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$3M175.0KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$994,38155.6KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$1M80.1KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$265,95814.9KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$489,40427.3KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$255,07014.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M196.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M307.0KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$204,18611.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$3M141.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$20M1.10MQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$971,28854.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M166.6KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$818,55045.7KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$127,2517.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$951,83452.1KQ4 2025OLDER
Empower Advisory Group, LLC$38.5B AUM0.00%$683,72638.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$42,7272.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M59.7KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$191,71510.7KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$3M149.7KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$188,41310.5KQ2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M180.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M106.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$243,79813.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$235,42113.2KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$768,44742.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$182,49010.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M103.5KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$211,80211.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$494,32427.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$106,6126.0KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$55531Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$943,82051.7KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$427,34523.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$307,70117.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$3,669201Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$201Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$20Q2 2026

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