TIDAL TRUST I (GRNY)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
318
Reporting holders
$2.0B
Reported value
1.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| Howard Capital Management, LLC | $178.0M | 6,436,736 | 2.12% | 2q | -5.7%-$10.8M |
| ROYAL BANK OF CANADA | $163.4M | 5,908,845 | 0.02% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $156.2M | 5,650,064 | 0.04% | 5q | +7.6%+$11.0M |
| HighTower Advisors, LLC | $68.8M | 2,487,555 | 0.07% | 7q | +27.0%+$14.6M |
| LPL Financial LLC | $62.0M | 2,241,312 | 0.01% | 5q | +40.4%+$17.8M |
| MORGAN STANLEY | $50.7M | 1,833,605 | 0.00% | 7q | +150.9%+$30.5M |
| ENVESTNET ASSET MANAGEMENT INC | $40.3M | 1,456,666 | 0.01% | 7q | +0.9%+$354.1K |
| TrueWealth Advisors, LLC | $39.7M | 1,437,336 | 8.96% | 7q | +1.7%+$669.7K |
| Venture Visionary Partners LLC | $36.7M | 1,328,988 | 1.02% | 7q | +0.9%+$342.1K |
| Stenger Family Office, LLC | $35.0M | 1,265,578 | 5.56% | 4q | -2.4%-$869.5K |
| Socha Financial Group, LLC | $34.9M | 1,260,790 | 14.18% | 4q | +5.0%+$1.7M |
| NewEdge Advisors, LLC | $30.5M | 1,102,432 | 0.09% | new | NEW |
| Arcus Capital Partners, LLC | $30.0M | 1,084,033 | 12.40% | 3q | +46.0%+$9.4M |
| Reliant Wealth Planning | $28.8M | 1,043,100 | 7.93% | 7q | +1.9%+$551.2K |
| MML INVESTORS SERVICES, LLC | $27.2M | 984,228 | 0.06% | 5q | +19.3%+$4.4M |
| MEITAV INVESTMENT HOUSE LTD | $25.3M | 913,800 | 0.17% | 7q | HELD |
| SMITH, MOORE & CO. | $22.6M | 816,101 | 1.46% | 7q | +4.1%+$880.8K |
| Pinnacle Wealth Management, LLC | $19.8M | 715,360 | 12.25% | 4q | -7.0%-$1.5M |
| STIFEL FINANCIAL CORP | $19.3M | 698,926 | 0.02% | 7q | +11.8%+$2.0M |
| Integrated Wealth Concepts LLC | $19.2M | 693,339 | 0.09% | 2q | +3.1%+$582.6K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $18.8M | 678,413 | 0.77% | 7q | HELD |
| SAGE PRIVATE WEALTH GROUP, LLC | $18.6M | 672,539 | 8.36% | 4q | -1.9%-$364.3K |
| TD Waterhouse Canada Inc. | $18.6M | 670,896 | 0.05% | 4q | +34.1%+$4.7M |
| Diversify Advisory Services, LLC | $18.5M | 685,361 | 0.31% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $18.5M | 685,361 | 0.31% | 2q | -35.5%-$10.2M |
| UBS Group AG | $18.2M | 658,250 | 0.00% | 7q | +8.0%+$1.3M |
| First Heartland Consultants, Inc. | $17.8M | 644,409 | 1.15% | 7q | +1.6%+$278.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $17.0M | 614,029 | 0.19% | 7q | +25.9%+$3.5M |
| SOA Wealth Advisors, LLC. | $16.2M | 585,575 | 2.72% | 7q | +45.8%+$5.1M |
| OSAIC HOLDINGS, INC. | $15.8M | 569,651 | 0.02% | 7q | +67.8%+$6.4M |
| Blue Sky Capital Consultants Group, Inc. | $15.7M | 569,052 | 6.73% | 3q | +1.8%+$279.0K |
| NBZ Investment Advisors LLC | $15.5M | 561,294 | 6.05% | 7q | -2.2%-$350.5K |
| D.A. DAVIDSON & CO. | $15.1M | 544,339 | 0.08% | 7q | +10.5%+$1.4M |
| DKM Wealth Management, Inc. | $14.0M | 507,436 | 9.17% | 7q | +5.8%+$765.5K |
| VestGen Advisors, LLC | $14.0M | 504,537 | 0.41% | 6q | +8.6%+$1.1M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $13.9M | 503,102 | 3.42% | 2q | +6.5%+$852.3K |
| Balance Wealth Partners LLC | $13.9M | 501,752 | 3.69% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 483,770 | 0.02% | 7q | +15.0%+$1.7M |
| Spahn Wealth & Retirement LLC | $12.8M | 462,055 | 8.22% | new | NEW |
| Longview Financial Advisors, Inc. | $12.5M | 450,393 | 7.28% | 4q | +2.7%+$332.6K |
| CIBC WORLD MARKET INC. | $11.5M | 416,218 | 0.02% | 7q | -19.0%-$2.7M |
| WCG Wealth Advisors LLC | $11.1M | 401,560 | 0.26% | 3q | +33.7%+$2.8M |
| American Financial Advisors, LLC | $10.6M | 385,033 | 1.28% | new | NEW |
| Western Wealth Management, LLC | $10.2M | 369,826 | 0.33% | 2q | +7.3%+$698.5K |
| Cetera Investment Advisers | $10.2M | 369,446 | 0.01% | 4q | +15.2%+$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.9M | options only | 0.00% | 7q | OPTIONS |
| Emissary Wealth LLC | $9.9M | 357,632 | 7.53% | 3q | +28.9%+$2.2M |
| Solidarity Wealth, LLC | $9.7M | 351,851 | 1.69% | new | NEW |
| Valley Financial Group, Inc. | $9.6M | 346,070 | 4.72% | 3q | +3.6%+$335.6K |
| Arax Advisory Partners | $9.2M | 333,369 | 0.06% | 6q | +4007.6%+$9.0M |
| WELLS FARGO & COMPANY/MN | $9.2M | 332,054 | 0.00% | 3q | +15562.9%+$9.1M |
| HARBOUR INVESTMENTS, INC. | $9.0M | 325,171 | 0.12% | 7q | -25.9%-$3.1M |
| Teamwork Financial Advisors, LLC | $8.5M | 308,866 | 0.77% | 7q | HELD |
| IFP Advisors, Inc | $8.3M | 300,895 | 0.15% | 7q | -13.3%-$1.3M |
| Sanctuary Advisors, LLC | $8.2M | 295,536 | 0.04% | 7q | +1.3%+$105.9K |
| Berkshire Money Management, Inc. | $8.1M | 294,243 | 0.74% | 4q | -3.4%-$283.2K |
| Rockefeller Capital Management L.P. | $8.1M | 291,303 | 0.01% | 4q | +3.5%+$270.5K |
| BXM Wealth LLC | $8.0M | 289,149 | 4.35% | 6q | +56.2%+$2.9M |
| THEORY FINANCIAL LLC | $7.8M | 283,636 | 2.47% | 5q | -11.2%-$992.8K |
| Equitable Holdings, Inc. | $7.7M | 280,200 | 0.05% | 2q | -1.9%-$147.7K |
| Private Wealth Asset Management, LLC | $7.5M | 271,849 | 0.73% | 6q | -1.8%-$137.6K |
| Weaver Consulting Group | $7.5M | 270,032 | 1.53% | 6q | +4.8%+$342.6K |
| Portus Wealth Advisors, LLC | $7.3M | 265,200 | 6.04% | 4q | +1.6%+$116.7K |
| Advisory Services Network, LLC | $7.3M | 264,626 | 0.08% | 7q | -3.2%-$241.0K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $7.2M | 259,782 | 1.05% | 3q | +50.0%+$2.4M |
| Snowden Capital Advisors LLC | $7.0M | 254,110 | 0.17% | 7q | +4.1%+$276.4K |
| WJ Wealth Management, LLC | $6.9M | 249,361 | 2.72% | 3q | +6.9%+$446.0K |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $6.6M | 238,249 | 3.03% | 3q | +14.3%+$826.2K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $6.5M | 234,127 | 0.80% | 7q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.2M | 224,926 | 0.25% | 5q | +1.8%+$110.6K |
| DAVENPORT & Co LLC | $5.9M | 212,182 | 0.03% | 7q | +13.7%+$705.1K |
| Vivid Wealth Management, LLC | $5.8M | 209,283 | 2.04% | 6q | +1.9%+$107.2K |
| Visionary Wealth Advisors | $5.8M | 208,163 | 0.23% | 7q | +15.2%+$758.4K |
| Concurrent Investment Advisors, LLC | $5.7M | 205,977 | 0.05% | 4q | -0.7%-$39.9K |
| Lionsbridge Wealth Management LLC | $5.7M | 204,428 | 5.55% | 5q | -5.0%-$298.8K |
| Almanack Investment Partners, LLC. | $5.6M | 203,864 | 0.72% | new | NEW |
| CITADEL ADVISORS LLC | $5.5M | options only | 0.00% | 7q | OPTIONS |
| Benchmark Financial Wealth Advisors, LLC | $5.5M | 198,482 | 1.35% | 3q | +10.3%+$511.7K |
| Parallel Advisors, LLC | $5.3M | 191,003 | 0.08% | 6q | +11.3%+$535.7K |
| PlanVest Financial, Inc | $5.2M | 187,033 | 3.46% | 2q | +0.7%+$35.9K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $5.0M | 180,988 | 1.57% | 3q | +11.6%+$521.8K |
| Clark Wealth Partners | $4.9M | 176,748 | 2.76% | 6q | +1700.6%+$4.6M |
| ARQ WEALTH ADVISORS, LLC | $4.9M | 176,666 | 0.60% | 7q | +45.0%+$1.5M |
| Private Advisor Group, LLC | $4.7M | 171,410 | 0.02% | 5q | +8.8%+$382.0K |
| SteelPeak Wealth, LLC | $4.7M | 169,427 | 0.12% | 5q | HELD |
| Sun Financial Inc | $4.6M | 165,189 | 2.18% | 3q | +12.4%+$508.7K |
| RITHOLTZ WEALTH MANAGEMENT | $4.5M | 161,880 | 0.03% | 2q | +114.8%+$2.4M |
| Brick & Kyle, Associates | $4.3M | 180,280 | 1.42% | 6q | HELD |
| Financial Designs Corp | $4.3M | 155,502 | 2.30% | 3q | -5.1%-$232.3K |
| HighPoint Advisor Group LLC | $4.3M | 155,338 | 0.15% | 3q | +4.2%+$172.6K |
| Financial Enhancement Group LLC | $4.2M | 152,047 | 0.50% | 5q | +5.8%+$229.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $4.2M | 150,512 | 0.16% | 4q | +59.1%+$1.5M |
| JANE STREET GROUP, LLC | $4.1M | options only | 0.00% | 4q | OPTIONS |
| CAPTRUST FINANCIAL ADVISORS | $3.8M | 135,697 | 0.01% | 7q | +22.6%+$692.0K |
| MPWM ADVISORY SOLUTIONS, LLC | $3.7M | 134,400 | 1.70% | 3q | +7.9%+$271.3K |
| Federation des caisses Desjardins du Quebec | $3.4M | 121,264 | 0.01% | 7q | +15.6%+$453.3K |
| Meridian Wealth Management, LLC | $3.3M | 120,104 | 0.10% | 4q | -5.9%-$209.0K |
| Arete Wealth Advisors, LLC | $3.3M | 119,557 | 0.07% | 4q | +112.2%+$1.7M |
| CoreCap Advisors, LLC | $3.2M | 117,349 | 0.10% | 4q | -62.3%-$5.4M |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 115,696 | 0.06% | 5q | +16.3%+$448.2K |
Showing the largest 100 of 329 reported holders.
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 | 318 | $2.0B | 70,911,870 | 36 | 146 | 72 | 1.0% |
| Q1 2026 | 308 | $1.6B | 67,352,028 | 50 | 140 | 64 | 1.1% |
| Q4 2025 | 286 | $1.3B | 52,620,018 | 64 | 144 | 25 | 0.9% |
| Q3 2025 | 236 | $914.4M | 35,783,438 | 101 | 102 | 12 | 1.9% |
| Q2 2025 | 142 | $438.5M | 19,039,765 | 51 | 62 | 10 | 1.4% |
| Q1 2025 | 101 | $218.4M | 11,944,636 | 32 | 42 | 12 | 0.6% |
| Q4 2024 | 78 | $158.2M | 7,861,446 | 72 | 0 | 0 | 0.6% |