DOSSIER · 13F Holders · Q2 2026
SFY

TIDAL TRUST I

65 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 886364173·65 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$322M
visible holders
Holders
65
filers reporting
Concentration
84.47%
SOFI WEALTH, LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported SFY in Q2 2026. SOFI WEALTH, LLC leads at 84.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SOFI WEALTH, LLC
CIK 0001925582
$272M1.8M10.94%Q2 2026
02
Advisors Capital Management, LLC
CIK 0001345576
$10M66K0.10%Q2 2026
03
MUSTICO FINANCIAL GROUP, INC.
CIK 0002034361
$10M13K6.21%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$5M35K0.00%Q2 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M30K0.00%Q2 2026
06
Nova Wealth Management, Inc.
CIK 0002051980
$3M23K1.86%Q2 2026
07
Teamwork Financial Advisors, LLC
CIK 0001629931
$3M18K0.24%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M16K0.00%Q2 2026
09
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M12K0.00%Q2 2026
10
WEDBUSH SECURITIES INC
CIK 0001142495
$2M12K0.05%Q1 2026
11
Centric Wealth Management
CIK 0001752761
$1M9K0.20%Q2 2026
12
FMR LLC
CIK 0000315066
$1M8K0.00%Q2 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$1M7K0.00%Q2 2026
14
Bawa N Mallick Trust
CIK 0002040013
$989K7K0.32%Q2 2026
15
ZEGA Investments, LLC
CIK 0002045703
$970K7K0.10%Q2 2026
16
Pathway Financial Advisers, LLC
CIK 0002024152
$955K6K0.24%Q2 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$760K5K0.00%Q2 2026
18
Concurrent Investment Advisors, LLC
CIK 0002001015
$713K5K0.01%Q2 2026
19
IEQ CAPITAL, LLC
CIK 0001779789
$662K4K0.00%Q2 2026
20
Joel Isaacson & Co., LLC
CIK 0001599330
$620K4K0.02%Q2 2026
Page 1 of 4
45 more holders available. Log in →
Insiders at TIDAL TRUST I
Heckaman Alton D JrSaxton Ronald LSwindells Charles JLanier Douglas JMatiuk GregBruckmann William A IiiSmith Clyde W JrCannon Deanna L