TIDAL TRUST I (BOAT)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
28
Reporting holders
$5.7M
Reported value
3.7%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 45,542 | 0.00% | 2q | HELD |
| CITIZENS FINANCIAL GROUP INC/RI | $883.9K | 23,067 | 0.01% | 6q | HELD |
| WESTBOURNE INVESTMENTS, INC. | $647.7K | 17,086 | 0.26% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $310.3K | 8,184 | 0.00% | 2q | +62.1%+$118.8K |
| MML INVESTORS SERVICES, LLC | $296.9K | 7,832 | 0.00% | 2q | +55.1%+$105.5K |
| CITADEL ADVISORS LLC | $277.4K | 7,316 | 0.00% | 2q | -49.3%-$269.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $271.1K | 7,152 | 0.00% | 2q | +3.1%+$8.2K |
| Balefire, LLC | $226.6K | 5,978 | 0.04% | 2q | +1.2%+$2.6K |
| Belvedere Trading LLC | $208.5K | options only | 0.00% | new | OPTIONS |
| Harbor Asset Planning, Inc. | $194.6K | 5,133 | 0.15% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $155.0K | 4,088 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $154.4K | 4,026 | 0.00% | 9q | -18.4%-$34.8K |
| TD Waterhouse Canada Inc. | $94.5K | 2,506 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $68.0K | 1,793 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $44.5K | 1,175 | 0.00% | 7q | -29.9%-$19.0K |
| CNB Bank | $37.9K | 1,000 | 0.01% | 8q | HELD |
| EverSource Wealth Advisors, LLC | $18.5K | 489 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $16.6K | 436 | 0.00% | 18q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $9.7K | 256 | 0.00% | 18q | HELD |
| SIMPLEX TRADING, LLC | $9.6K | 252 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $8.3K | 220 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $7.6K | 200 | 0.00% | 18q | HELD |
| UBS Group AG | $6.7K | 178 | 0.00% | 11q | +8800.0%+$6.7K |
| HARBOUR INVESTMENTS, INC. | $6.7K | 177 | 0.00% | 3q | +2.9% |
| MERCER GLOBAL ADVISORS INC /ADV | $4.0K | 105 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $1.9K | 50 | 0.00% | 2q | HELD |
| Triumph Capital Management | $379 | 10 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $341 | 9 | 0.00% | 2q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 28 | $5.7M | 144,260 | 5 | 6 | 4 | 3.7% |
| Q1 2026 | 29 | $10.7M | 262,906 | 14 | 5 | 4 | 0.0% |
| Q4 2025 | 14 | $2.3M | 72,326 | 3 | 2 | 4 | 0.0% |
| Q3 2025 | 14 | $7.5M | 242,406 | 3 | 3 | 2 | 0.0% |
| Q2 2025 | 13 | $2.3M | 80,657 | 1 | 3 | 2 | 0.0% |
| Q1 2025 | 15 | $2.4M | 89,959 | 2 | 4 | 4 | 0.0% |
| Q4 2024 | 15 | $4.1M | 153,008 | 2 | 2 | 7 | 0.0% |
| Q3 2024 | 19 | $5.3M | 150,751 | 5 | 3 | 4 | 0.0% |
| Q2 2024 | 23 | $6.1M | 167,027 | 11 | 3 | 4 | 0.0% |
| Q1 2024 | 18 | $4.9M | 151,993 | 8 | 3 | 4 | 6.5% |
| Q4 2023 | 14 | $6.9M | 231,305 | 8 | 1 | 3 | 0.0% |
| Q3 2023 | 7 | $2.0M | 71,950 | 0 | 0 | 4 | 0.0% |
| Q2 2023 | 13 | $4.6M | 141,614 | 2 | 5 | 3 | 20.4% |
| Q1 2023 | 14 | $4.1M | 136,367 | 4 | 3 | 5 | 0.0% |
| Q4 2022 | 11 | $4.4M | 160,123 | 3 | 3 | 3 | 0.0% |
| Q3 2022 | 14 | $4.8M | 203,407 | 0 | 6 | 3 | 0.0% |
| Q2 2022 | 18 | $8.1M | 285,270 | 8 | 5 | 2 | 0.0% |
| Q1 2022 | 13 | $6.2M | 179,129 | 10 | 1 | 1 | 0.0% |
| Q4 2021 | 3 | $2.0M | 67,502 | 1 | 0 | 2 | 0.0% |
| Q3 2021 | 2 | $2.8M | 98,656 | 2 | 0 | 0 | 0.0% |