13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
GRNY

TIDAL TRUST I

335 institutions still hold TIDAL TRUST I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 886364231·335 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.1%
vs prior quarter
13F value held
$881M
77.0% inst. owned
of float
Holders
335
-104 QoQ
filers reporting
Activity
+8 / −103
+900 added · −787 reduced
this quarter
Concentration
18.51%
Howard Capital Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

335 institutions reported GRNY in Q1 2026. Howard Capital Management Inc. leads at 18.5% of the visible book. -104 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Howard Capital Management Inc.
CIK 0001733173
$163M6.8M2.67%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$140M5.9M0.02%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$125M5.3M0.04%Q1 202604
HighTower Advisors, LLC
CIK 0001462245
$47M2.0M0.05%Q1 202605
LPL Financial LLC
CIK 0001403438
$38M1.6M0.01%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M1.4M0.01%Q1 202607
TrueWealth Advisors, LLC
CIK 0001817714
$34M1.4M8.48%Q1 202608
Venture Visionary Partners LLC
CIK 0001792283
$31M1.3M1.05%Q1 202609
Stenger Family Office, LLC
CIK 0002056106
$31M1.3M5.47%Q1 202610
Socha Financial Group, LLC
CIK 0001967966
$29M1.2M14.54%Q1 202611
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$28M1.1M0.50%Q1 202612
CWM, LLC
CIK 0001535847
$26M1.1M0.07%Q1 202613
Reliant Wealth Planning
CIK 0001823393
$24M1.0M7.38%Q1 202614
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$22M914K0.24%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$20M825K0.05%Q1 202616
SMITH, MOORE & CO.
CIK 0000200724
$19M784K1.36%Q1 202617
Pinnacle Wealth Management, LLC
CIK 0001911464
$18M769K12.36%Q1 202618
MORGAN STANLEY
CIK 0000895421
$17M731K0.00%Q1 202619
NewEdge Advisors, LLC
CIK 0001633516
$17M721K0.06%Q1 202620
SAGE PRIVATE WEALTH GROUP, LLC
CIK 0001845635
$16M686K8.24%Q1 2026
Page 1 of 17
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