SEC 13F Intelligence

TIDAL TRUST I

CUSIP 886365105

Tidal Trust I has 8 institutional holders in Filings Flow’s 13F database, together reporting 425.9K shares worth $11M as of Q1 2026. The largest reported holders are Authentikos Wealth Advisory, LLC, Smart Wealth LLC, and Morgan Stanley.

Institutional Holders
8
Q1 2026
Reported Value
$11M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 6Q4 ’25Q1 ’26: 8Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $21MQ4 ’25Q1 ’26: $11MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Authentikos Wealth Advisory, LLC$148M AUM2.40%$4M133.2KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM0.99%$2M48.6KQ2 2026
SMART Wealth LLC$341M AUM0.88%$3M112.3KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.01%$14,247534Q1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$868,08732.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$384,76714.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$22,537880Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$420,95715.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$3M116.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$500,69921.3KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$301,52612.8KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$377,80816.0KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$40,4161.6KQ4 2025OLDER

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