13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
JSTC

TIDAL TRUST I

54 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 886364876·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$110M
65.0% inst. owned
of float
Holders
54
+12 QoQ
filers reporting
Activity
+104 / −87
+1,025 added · −863 reduced
this quarter
Concentration
50.95%
Abacus Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported JSTC in Q1 2026. Abacus Wealth Partners, LLC leads at 50.9% of the visible book. +12 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Abacus Wealth Partners, LLC
CIK 0001978011
$56M2.9M5.13%Q1 202602
MORGAN STANLEY
CIK 0000895421
$10M528K0.00%Q1 202603
Cerity Partners LLC
CIK 0001566475
$6M326K0.01%Q1 202604
Ballentine Partners, LLC
CIK 0001374889
$5M250K0.07%Q1 202605
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$5M243K0.08%Q1 202606
First Affirmative Financial Network
CIK 0001656282
$4M183K1.38%Q1 202607
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$3M168K0.02%Q1 202608
Westfuller Advisors, LLC
CIK 0002024115
$3M139K1.17%Q1 202609
TFC Financial Management, Inc.
CIK 0001827844
$3M131K0.32%Q1 202610
GARRISON POINT ADVISORS, LLC
CIK 0001767107
$2M122K1.08%Q1 202611
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$2M96K0.05%Q1 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M83K0.00%Q1 202613
Creative Planning
CIK 0001540235
$2M82K0.00%Q1 202614
Atria Investments, Inc
CIK 0001535865
$1M74K0.02%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M65K0.00%Q1 202616
IMA Advisory Services, Inc.
CIK 0001455495
$1M62K0.12%Q1 202617
PFG Investments, LLC
CIK 0001973224
$1M61K0.06%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$1M60K0.00%Q1 202619
North Berkeley Wealth Management, LLC
CIK 0002062383
$1M56K0.58%Q1 202620
First Pacific Financial
CIK 0001810089
$994,91151K0.13%Q1 2026
Page 1 of 3
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