# TIDAL TRUST I (GVLU)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GVLU/

- Reporting holders: 16
- Reported value: $150.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gotham Asset Management, LLC](https://holderbook.com/funds/1510387-gotham-asset-management-llc/) | $120.8M | 4,576,950 | 0.3% | 16 |
| [Chemistry Wealth Management LLC](https://holderbook.com/funds/1910183-chemistry-wealth-management-llc/) | $8.4M | 317,776 | 1.3% | 15 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $6.3M | 237,252 | 0.0% | 3 |
| [Carnegie Investment Counsel](https://holderbook.com/funds/1511506-carnegie-investment-counsel/) | $4.4M | 165,364 | 0.1% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $3.4M | 129,951 | 0.0% | 14 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.7M | 64,124 | 0.0% | 5 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $1.1M | 40,000 | 0.0% | 16 |
| [Fiduciary Alliance LLC](https://holderbook.com/funds/1954805-fiduciary-alliance-llc/) | $924.9K | 35,040 | 0.1% | 12 |
| [Centric Wealth Management](https://holderbook.com/funds/1752761-centric-wealth-management/) | $892.1K | 34,188 | 0.1% | 11 |
| [BENJAMIN EDWARDS INC](https://holderbook.com/funds/1451623-benjamin-edwards-inc/) | $801.4K | 30,361 | 0.0% | 8 |
| [ZEGA Investments, LLC](https://holderbook.com/funds/2045703-zega-investments-llc/) | $664.0K | 25,156 | 0.1% | 2 |
| [Maridea Wealth Management LLC](https://holderbook.com/funds/2056245-maridea-wealth-management-llc/) | $468.2K | 17,739 | 0.1% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $239.5K | 9,072 | 0.0% | 5 |
| [Sankala Group LLC](https://holderbook.com/funds/2113426-sankala-group-llc/) | $195.0K | 6,754 | 0.1% | 3 |
| [Hara Capital LLC](https://holderbook.com/funds/2010015-hara-capital-llc/) | $166.6K | 6,310 | 0.1% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $6.9K | 263 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 16 | $150.4M |
| Q1 2026 | 17 | $134.5M |
| Q4 2025 | 16 | $121.4M |
| Q3 2025 | 15 | $118.7M |
| Q2 2025 | 14 | $104.8M |
| Q1 2025 | 11 | $95.2M |
| Q4 2024 | 13 | $99.4M |
| Q3 2024 | 12 | $78.1M |
| Q2 2024 | 12 | $71.3M |
| Q1 2024 | 12 | $68.0M |
| Q4 2023 | 12 | $59.8M |
| Q3 2023 | 9 | $57.2M |

