TIDAL TRUST I (HFEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
8
Reporting holders
$15.5M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | $7.5M | 305,300 | 0.85% | 4q | -12.0%-$1.0M |
| Corient Private Wealth LP | $6.1M | 248,696 | 0.00% | 4q | +100.0%+$3.1M |
| Focus Partners Advisor Solutions, LLC | $611.2K | 24,846 | 0.01% | 2q | HELD |
| Brady Martz Wealth Solutions, LLC | $611.2K | 24,846 | 0.09% | 2q | HELD |
| Wealthcare Advisory Partners LLC | $399.2K | 16,227 | 0.01% | 2q | +7.0%+$26.0K |
| GTS SECURITIES LLC | $259.3K | 10,542 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $18.3K | 750 | 0.00% | 2q | HELD |
| UBS Group AG | $14.6K | 592 | 0.00% | 3q | -14.9%-$2.6K |
| HRT FINANCIAL LP | $410 | 16,685 | 0.00% | new | NEW |
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 | 8 | $15.5M | 631,799 | 1 | 2 | 2 | 0.0% |
| Q1 2026 | 9 | $12.6M | 597,881 | 5 | 2 | 2 | 0.0% |
| Q4 2025 | 8 | $14.7M | 703,253 | 4 | 1 | 3 | 0.0% |
| Q3 2025 | 5 | $20.5M | 913,522 | 5 | 0 | 0 | 0.0% |