DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
HFGM

TIDAL TRUST I

31 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 886364363·31 13F holders·last filed Mar 31, 2026
Market cap
7.6%
vs prior quarter
13F value held
$73M
65.0% inst. owned
of float
Holders
31
-116 QoQ
filers reporting
Activity
+50 / −89
+949 added · −761 reduced
this quarter
Concentration
13.20%
Weil Company, Inc. #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported HFGM in Q1 2026. Weil Company, Inc. leads at 13.2% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Weil Company, Inc.
CIK 0001318011
$10M301K2.17%Q1 2026
02
Brookwood Investment Group LLC
CIK 0002066812
$7M221K0.87%Q1 2026
03
Wealthcare Advisory Partners LLC
CIK 0001683059
$7M214K0.13%Q1 2026
04
NAPA WEALTH MANAGEMENT
CIK 0001602844
$7M216K3.20%Q3 2025
05
HighTower Advisors, LLC
CIK 0001462245
$7M209K0.01%Q1 2026
06
Tactive Advisors, LLC
CIK 0002002409
$6M173K1.56%Q1 2026
07
MATHER GROUP, LLC.
CIK 0001527641
$4M132K0.04%Q1 2026
08
CLG LLC
CIK 0002059872
$3M108K0.86%Q1 2026
09
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$3M98K1.25%Q1 2026
10
GenTrust, LLC
CIK 0001697110
$3M87K0.12%Q1 2026
11
TRUIST FINANCIAL CORP
CIK 0000092230
$2M71K0.00%Q1 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M68K0.00%Q1 2026
13
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$2M68K0.02%Q1 2026
14
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$2M68K0.37%Q1 2026
15
Encompass More Asset Management
CIK 0002011218
$2M57K0.30%Q1 2026
16
Insight Wealth Strategies, LLC
CIK 0001749914
$2M51K0.18%Q1 2026
17
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$1M42K1.42%Q1 2026
18
Magnolia Private Wealth, LLC
CIK 0002055130
$1M40K0.86%Q1 2026
19
Accurate Wealth Management, LLC
CIK 0001877728
$1M35K0.14%Q1 2026
20
SMART Wealth LLC
CIK 0002044723
$779,86024K0.23%Q1 2026
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