DOSSIER · 13F Holders · Q2 2026
HFGM

TIDAL TRUST I

36 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 886364363·36 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$102M
visible holders
Holders
36
filers reporting
Concentration
12.75%
Tactive Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

36 institutions reported HFGM in Q2 2026. Tactive Advisors, LLC leads at 12.7% 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
$13M427K3.21%Q2 2026
02
Insight Wealth Strategies, LLC
CIK 0001749914
$11M377K1.11%Q2 2026
03
Weil Company, Inc.
CIK 0001318011
$10M327K1.76%Q2 2026
04
MATHER GROUP, LLC.
CIK 0001527641
$7M237K0.06%Q2 2026
05
HighTower Advisors, LLC
CIK 0001462245
$7M234K0.01%Q2 2026
06
NAPA WEALTH MANAGEMENT
CIK 0001602844
$7M216K3.20%Q3 2025
07
Brookwood Investment Group LLC
CIK 0002066812
$6M205K0.70%Q2 2026
08
Wealthcare Advisory Partners LLC
CIK 0001683059
$6M199K0.12%Q2 2026
09
Encompass More Asset Management
CIK 0002011218
$6M185K0.82%Q2 2026
10
Corient Private Wealth LLC
CIK 0001948780
$4M144K0.01%Q2 2026
11
CLG LLC
CIK 0002059872
$3M107K0.71%Q2 2026
12
GenTrust, LLC
CIK 0001697110
$3M102K0.12%Q2 2026
13
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$3M100K1.09%Q2 2026
14
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$3M83K0.38%Q2 2026
15
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$3M83K0.02%Q2 2026
16
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$2M75K0.28%Q2 2026
17
TRUIST FINANCIAL CORP
CIK 0000092230
$2M62K0.00%Q2 2026
18
Arrowroot Family Office, LLC
CIK 0002017744
$2M62K0.54%Q2 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M60K0.00%Q2 2026
20
Accurate Wealth Management, LLC
CIK 0001877728
$2M58K0.17%Q2 2026
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