13F Insight
DOSSIER · 13F Holders · Q2 2026
GVLU

TIDAL TRUST I

17 institutions still hold TIDAL TRUST I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 886364520·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$150M
visible holders
Holders
17
filers reporting
Concentration
80.35%
Gotham Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported GVLU in Q2 2026. Gotham Asset Management, LLC leads at 80.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gotham Asset Management, LLC
CIK 0001510387
$121M4.6M0.28%Q2 202602
Chemistry Wealth Management LLC
CIK 0001910183
$8M318K1.34%Q2 202603
HighTower Advisors, LLC
CIK 0001462245
$6M237K0.01%Q2 202604
Carnegie Investment Counsel
CIK 0001511506
$4M165K0.09%Q2 202605
UBS Group AG
CIK 0001610520
$3M130K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$2M64K0.00%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M40K0.00%Q2 202608
Fiduciary Alliance LLC
CIK 0001954805
$925K35K0.06%Q2 202609
Centric Wealth Management
CIK 0001752761
$892K34K0.14%Q2 202610
BENJAMIN EDWARDS INC
CIK 0001451623
$801K30K0.01%Q2 202611
ZEGA Investments, LLC
CIK 0002045703
$664K25K0.07%Q2 202612
Maridea Wealth Management LLC
CIK 0002056245
$468K18K0.05%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$240K9K0.00%Q2 202614
Sankala Group LLC
CIK 0002113426
$195K7K0.13%Q2 202615
Hara Capital LLC
CIK 0002010015
$167K6K0.09%Q2 202616
MORGAN STANLEY
CIK 0000895421
$7K2630.00%Q2 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025