13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
RISR

TIDAL TRUST I

50 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 886364637·50 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.8%
vs prior quarter
13F value held
$135M
49.0% inst. owned
of float
Holders
50
-42 QoQ
filers reporting
Activity
+43 / −97
+815 added · −730 reduced
this quarter
Concentration
32.17%
Family Investment Center, Inc. #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported RISR in Q1 2026. Family Investment Center, Inc. leads at 32.2% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Family Investment Center, Inc.
CIK 0001897700
$43M1.2M8.34%Q1 202602
Reliant Wealth Planning
CIK 0001823393
$17M456K4.99%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M213K0.00%Q1 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$8M212K0.01%Q1 202605
Orion Porfolio Solutions, LLC
CIK 0001360533
$7M196K0.06%Q1 202606
Semmax Financial Advisors Inc.
CIK 0001767301
$7M189K1.80%Q2 202507
Smart Money Group LLC
CIK 0001728866
$6M153K1.61%Q1 202608
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$5M151K0.43%Q1 202609
Private Wealth Asset Management, LLC
CIK 0001883006
$5M147K0.57%Q1 202610
Harbour Wealth Management Group, Inc.
CIK 0002085855
$4M109K2.98%Q1 202611
Pinnacle Financial Partners, Inc.
CIK 0002082866
$3M94K0.03%Q1 202612
Farther Finance Advisors, LLC
CIK 0001992825
$3M91K0.03%Q1 202613
Berger Financial Group, Inc
CIK 0001826136
$3M83K0.17%Q1 202614
Tidal Investments LLC
CIK 0001600064
$3M81K0.01%Q1 202615
3EDGE Asset Management, LP
CIK 0001665605
$3M77K0.13%Q1 202616
Sanctuary Advisors, LLC
CIK 0001777271
$3M75K0.01%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M61K0.00%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M48K0.00%Q1 202619
CITADEL ADVISORS LLC
CIK 0001423053
$2M44K0.00%Q4 202520
Kingsview Wealth Management, LLC
CIK 0001791965
$1M39K0.02%Q1 2026
Page 1 of 3
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