13F Insight
DOSSIER · 13F Holders · Q3 2026
HFGM

TIDAL TRUST I

36 institutions still hold TIDAL TRUST I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 886364363·36 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$103M
visible holders
Holders
36
filers reporting
Concentration
12.59%
Tactive Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

36 institutions reported HFGM in Q3 2026. Tactive Advisors, LLC leads at 12.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tactive Advisors, LLC
CIK 0002002409
$13M413K3.11%Q3 202602
Insight Wealth Strategies, LLC
CIK 0001749914
$12M389K1.21%Q3 202603
Weil Company, Inc.
CIK 0001318011
$10M327K1.76%Q2 202604
MATHER GROUP, LLC.
CIK 0001527641
$7M237K0.06%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$7M234K0.01%Q2 202606
NAPA WEALTH MANAGEMENT
CIK 0001602844
$7M216K3.20%Q3 202507
Brookwood Investment Group LLC
CIK 0002066812
$6M205K0.70%Q2 202608
Wealthcare Advisory Partners LLC
CIK 0001683059
$6M199K0.12%Q2 202609
Encompass More Asset Management
CIK 0002011218
$6M185K0.82%Q2 202610
Corient Private Wealth LLC
CIK 0001948780
$4M144K0.01%Q2 202611
CLG LLC
CIK 0002059872
$3M107K0.71%Q2 202612
GenTrust, LLC
CIK 0001697110
$3M102K0.12%Q2 202613
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$3M100K1.09%Q2 202614
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$3M83K0.38%Q2 202615
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$3M83K0.02%Q2 202616
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$2M75K0.28%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$2M62K0.00%Q2 202618
Arrowroot Family Office, LLC
CIK 0002017744
$2M62K0.54%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M60K0.00%Q2 202620
Accurate Wealth Management, LLC
CIK 0001877728
$2M58K0.17%Q2 2026
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