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

TIDAL TRUST I

NANC
Institutions
53
Combined AUM (Q2 2026)
$8.0M
Combined Shares (Q2 2026)
158,609
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+26,500
20 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-87,770
18 · 8 Exit · ≈
⚖️ Net
-61,270
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.0M
Institutions
53
New Buys
10
Adds
10
Reduces
10
Exits
8
Unchanged
23
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.01%0.01%#5$1.3M26,331$965,13122,870+3,461+15.13%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#32$1.2M23,722$803,74119,046+4,676+24.55%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#29$970,34619,173$807,96119,146+27+0.14%Add
BANK OF MONTREAL /CAN/
<0.01%<0.01%#30$726,65814,358$650,97715,426-1,068-6.92%Reduce
Mutual Advisors, LLC
0.01%0.01%#3$623,51512,320$529,48312,547-227-1.81%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#18$513,28710,142$296,0007,018+3,124+44.51%Add
Concurrent Investment Advisors, LLC
<0.01%#9$430,1368,499$00+8,499New Buy
LAKE STREET PRIVATE WEALTH, LLC
0.05%0.03%#1$426,1878,421$220,7065,230+3,191+61.01%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#42$313,8836,202$1.2M28,991-22,789-78.61%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#28$281,5945,564$237,2095,621-57-1.01%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#8$276,6855,467$200,4084,749+718+15.12%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#40$213,0004,217$219,0005,184-967-18.65%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#15$196,0633,874$164,7083,867+7+0.18%Add
Geneos Wealth Management Inc.
<0.01%<0.01%#12$118,8832,349$99,1282,34900.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#50$63,7181,259$56,3911,25900.00%Unchanged
Continuum Advisory, LLC
<0.01%#6$52,7861,043$00+1,043New Buy
Friedenthal Financial
0.01%0.01%#2$30,125595$25,11959500.00%Unchanged
Concord Wealth Partners
<0.01%#11$23,230459$00+459New Buy
OSAIC HOLDINGS, INC.
<0.01%#41$22,289440$00+440New Buy
GoalVest Advisory LLC
<0.01%<0.01%#10$17,967355$14,98135500.00%Unchanged
Larson Financial Group LLC
<0.01%<0.01%#23$16,145319$13,46231900.00%Unchanged
North Star Investment Management Corp.
<0.01%<0.01%#19$16,099318$12,580298+20+6.71%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#45$15,234301$00+301New Buy
Kingdom Financial Group LLC.
<0.01%#7$15,132299$00+299New Buy
United Financial Planning Group LLC
0.01%0.01%#4$13,947276$11,62927600.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#48$12,653250$6,330150+100+66.67%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#37$12,201241$10,17024100.00%Unchanged
SIMPLEX TRADING, LLC
<0.01%<0.01%#47$11,539228$97,3552,307-2,079-90.12%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#25$11,324225$9,58322500.00%Unchanged
HOLLENCREST CAPITAL MANAGEMENT
<0.01%<0.01%#21$10,122200$12,871305-105-34.43%Reduce
Ritter Daniher Financial Advisory LLC / DE
<0.01%<0.01%#14$10,122200$8,44020000.00%Unchanged
Investment Research & Advisory Group, Inc.
<0.01%<0.01%#13$7,709152$6,42815200.00%Unchanged
Main Street Group, LTD
<0.01%<0.01%#16$6,326125$5,27512500.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#33$5,516109$4,811114-5-4.39%Reduce
Kings Path Partners LLC
<0.01%#17$5,112101$00+101New Buy
VANGUARD ADVISERS INC
<0.01%<0.01%#46$4,85996$3,54584+12+14.29%Add
Archer Investment Corp
<0.01%<0.01%#20$4,30285$3,5878500.00%Unchanged
Key FInancial Inc
<0.01%<0.01%#22$3,44168$2,8706800.00%Unchanged
Parallel Advisors, LLC
<0.01%<0.01%#39$2,38447$1,9874700.00%Unchanged
Tradewinds Capital Management, LLC
<0.01%<0.01%#26$1,72134$1,4353400.00%Unchanged
Crewe Advisors LLC
<0.01%<0.01%#34$1,36727$1,1402700.00%Unchanged
AdvisorNet Financial, Inc
<0.01%<0.01%#38$1,26825$1,0572500.00%Unchanged
Bay Harbor Wealth Management, LLC
<0.01%<0.01%#31$1,01420$8452000.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#35$75915$6331500.00%Unchanged
Basepoint Wealth LLC
<0.01%<0.01%#24$72914$6081400.00%Unchanged
PITTENGER & ANDERSON INC
<0.01%<0.01%#43$65813$5491300.00%Unchanged
Hurley Capital, LLC
<0.01%#27$55711$00+11New Buy
SIGNATUREFD, LLC
<0.01%#48$50610$00+10New Buy
UBS Group AG
<0.01%<0.01%#53$2024$1,60438-34-89.47%Reduce
Frazier Financial Advisors, LLC
<0.01%<0.01%#36$1523$127300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow