DOSSIER · 13F Holders · Q3 2026
SFYF

TIDAL TRUST I

15 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 886364405·15 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
15
filers reporting
Concentration
18.67%
Perigon Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

15 institutions reported SFYF in Q3 2026. Perigon Wealth Management, LLC leads at 18.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Perigon Wealth Management, LLC
CIK 0001575239
$619K10K0.01%Q3 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$558K9K0.00%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$556K9K0.00%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$483K8K0.00%Q2 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$383K6K0.01%Q2 2026
06
TRUIST FINANCIAL CORP
CIK 0000092230
$280K4K0.00%Q3 2026
07
&PARTNERS
CIK 0000107136
$247K4K0.00%Q2 2026
08
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$116K2K0.01%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$59K9130.00%Q3 2026
10
MORGAN STANLEY
CIK 0000895421
$8K1270.00%Q2 2026
11
BlackRock, Inc.
CIK 0002012383
$6K1020.00%Q2 2026
12
GHP Investment Advisors, Inc.
CIK 0001401561
$1K180.00%Q3 2026
13
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7310.00%Q2 2026
14
VANGUARD ADVISERS INC
CIK 0000947529
$6210.00%Q2 2026
15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025