13FBOX
TIDAL TRUST I · 13F Institutional Holdings
Options Calculator Rankings
T

TIDAL TRUST I

RISR
Institutions
58
Combined AUM (Q2 2026)
$185.5M
Combined Shares (Q2 2026)
4.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
41 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-293,160
16 · 4 Exit · ≈
⚖️ Net
+1.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$185.5M
Institutions
58
New Buys
17
Adds
24
Reduces
12
Exits
4
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Family Investment Center, Inc.
8.07%8.34%#1$48.6M1.3M$43.4M1.2M+145,197+12.13%Add
Reliant Wealth Planning
4.65%4.99%#2$16.9M467,373$16.5M456,074+11,299+2.48%Add
Janney Montgomery Scott LLC
0.02%<0.01%#29$11.6M320,086$322,0008,900+311,186+3,496.47%Add
TRUIST FINANCIAL CORP
0.01%0.01%#37$9.0M247,629$7.7M212,049+35,580+16.78%Add
Coppell Advisory Solutions LLC
0.73%#8$8.9M3,398$00+3,398New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#47$8.8M244,321$7.7M212,771+31,550+14.83%Add
Farther Finance Advisors, LLC
0.06%0.03%#24$7.2M198,141$3.3M90,732+107,409+118.38%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%<0.01%#38$6.2M169,170$2.2M60,791+108,379+178.28%Add
HARBOR INVESTMENT ADVISORY, LLC
0.41%0.43%#12$5.9M162,869$5.5M151,069+11,800+7.81%Add
Smart Money Group LLC
1.42%1.61%#4$5.5M152,655$5.5M152,706-51-0.03%Reduce
Private Wealth Asset Management, LLC
0.51%0.57%#10$5.3M146,484$5.3M146,722-238-0.16%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#36$4.8M132,413$6.2M169,808-37,395-22.02%Reduce
J.W. COLE ADVISORS, INC.
0.08%#19$4.5M123,672$00+123,672New Buy
Nvest Financial, LLC
1.32%#5$4.2M115,696$00+115,696New Buy
Harbour Wealth Management Group, Inc.
2.72%2.97%#3$4.0M111,066$4.0M109,093+1,973+1.81%Add
Berger Financial Group, Inc
0.16%0.17%#16$3.2M87,124$3.0M83,309+3,815+4.58%Add
Sanctuary Advisors, LLC
0.01%0.01%#34$3.0M83,714$2.7M75,180+8,534+11.35%Add
Tidal Investments LLC
0.01%0.01%#41$2.9M80,439$2.9M80,967-528-0.65%Reduce
3EDGE Asset Management, LP
0.13%0.13%#17$2.8M77,769$2.8M76,733+1,036+1.35%Add
Pinnacle Financial Partners, Inc.
0.02%0.03%#31$2.5M69,476$3.4M94,157-24,681-26.21%Reduce
Focus Financial Network, Inc.
0.07%0.03%#23$2.3M62,358$812,70222,438+39,920+177.91%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$2.0M55,119$1.8M48,419+6,700+13.84%Add
FIG FINANCIAL ADVISORY SERVICES INC /ADV
1.12%#6$1.9M52,901$00+52,901New Buy
Legacy Capital Wealth Partners, LLC
0.32%#14$1.7M46,372$00+46,372New Buy
Kingsview Wealth Management, LLC
0.03%0.02%#27$1.4M39,360$1.4M39,36000.00%Unchanged
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.44%#11$1.0M27,930$00+27,930New Buy
Turner Financial Group, Inc.
0.86%#7$864,24223,874$00+23,874New Buy
BlackDiamond Wealth Management, LLC
0.32%0.25%#13$809,36622,029$525,73414,515+7,514+51.77%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#44$775,71521,429$745,97920,596+833+4.04%Add
Capital Advisors, Ltd. LLC
0.07%0.08%#22$728,16320,115$733,00020,240-125-0.62%Reduce
Savvy Advisors, Inc.
0.01%0.01%#35$649,18917,933$215,0745,938+11,995+202.00%Add
Encompass More Asset Management
0.08%0.07%#20$517,62414,299$442,97112,230+2,069+16.92%Add
LEVEL FOUR ADVISORY SERVICES, LLC
0.01%0.01%#33$503,57813,911$390,66910,786+3,125+28.97%Add
FLOW TRADERS U.S. LLC
0.02%#30$464,15612,822$00+12,822New Buy
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#51$416,66211,510$377,35410,418+1,092+10.48%Add
Weaver Consulting Group
0.08%#18$400,01011,050$00+11,050New Buy
Inspire Advisors, LLC
0.03%0.03%#25$378,64610,460$321,7568,883+1,577+17.75%Add
Sankala Group LLC
0.26%#15$377,19910,233$00+10,233New Buy
GOLDMAN SACHS GROUP INC
<0.01%#54$334,7419,247$00+9,247New Buy
AE Wealth Management LLC
<0.01%<0.01%#48$305,8118,448$12,134335+8,113+2,421.79%Add
Orion Porfolio Solutions, LLC
<0.01%0.06%#46$300,9678,314$7.1M196,469-188,155-95.77%Reduce
Atria Investments, Inc
<0.01%<0.01%#42$288,0437,957$290,1228,010-53-0.66%Reduce
Onyx Bridge Wealth Group LLC
0.02%0.03%#28$253,9797,016$254,1207,01600.00%Unchanged
CreativeOne Wealth, LLC
0.01%#40$252,4956,975$00+6,975New Buy
Worth Asset Management, LLC
0.07%#21$233,7436,457$00+6,457New Buy
QUANTIFY CHAOS ADVISORS, LLC
0.65%0.71%#9$231,1956,387$227,9126,292+95+1.51%Add
Dunhill Financial, LLC
0.03%0.03%#26$124,4193,437$124,4883,43700.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#56$107,4842,969$116,9793,263-294-9.01%Reduce
Wealth Enhancement Trust Services, Inc.
0.01%0.01%#39$80,5982,232$79,0682,183+49+2.24%Add
TUCKER ASSET MANAGEMENT LLC
0.01%#32$49,0061,353$00+1,353New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow