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

TIDAL TRUST I

17 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 886364462·17 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$68M
75.0% inst. owned
of float
Holders
17
-105 QoQ
filers reporting
Activity
+8 / −15
+887 added · −960 reduced
this quarter
Concentration
81.29%
Curran Financial Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported YALL in Q1 2026. Curran Financial Partners, LLC leads at 81.3% of the visible book. -105 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Curran Financial Partners, LLC
CIK 0001843867
$55M1.3M9.92%Q1 202602
Kingsview Wealth Management, LLC
CIK 0001791965
$5M112K0.06%Q1 202603
LPL Financial LLC
CIK 0001403438
$3M74K0.00%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$2M56K0.01%Q1 202605
Brookstone Capital Management
CIK 0001599584
$965,70023K0.01%Q1 202606
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$622,04215K0.01%Q1 202607
EQUITABLE TRUST CO
CIK 0000033250
$510,52512K0.02%Q1 202608
World Investment Advisors
CIK 0001652594
$243,8516K0.00%Q1 202609
American Financial Advisors, LLC
CIK 0001767898
$201,5925K0.03%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$43,0601K0.00%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$13,7763360.00%Q1 202612
VISION FINANCIAL MARKETS LLC
CIK 0001378145
$13,6713270.01%Q1 202613
UBS Group AG
CIK 0001610520
$5,3161270.00%Q1 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$5,2331250.00%Q1 202615
Parkside Financial Bank & Trust
CIK 0001455267
$30770.00%Q1 202616
MORGAN STANLEY
CIK 0000895421
$5110.00%Q1 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025