TIDAL TRUST I (HFGM)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
34
Reporting holders
$110.0M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Tactive Advisors, LLC | $13.0M | 426,576 | 3.21% | 3q | +146.4%+$7.7M |
| Insight Wealth Strategies, LLC | $11.4M | 376,670 | 1.11% | 4q | +637.1%+$9.8M |
| Weil Company, Inc. | $10.0M | 327,272 | 1.76% | 5q | +8.6%+$790.1K |
| Corient Private Wealth LP | $8.8M | 288,958 | 0.01% | 5q | +99.6%+$4.4M |
| MATHER GROUP, LLC. | $7.2M | 236,633 | 0.06% | 2q | +79.4%+$3.2M |
| HighTower Advisors, LLC | $7.1M | 233,800 | 0.01% | 5q | +11.8%+$750.9K |
| Brookwood Investment Group LLC | $6.2M | 204,511 | 0.70% | 5q | -7.4%-$501.3K |
| Wealthcare Advisory Partners LLC | $6.1M | 198,552 | 0.11% | 4q | -7.0%-$457.6K |
| Encompass More Asset Management | $5.7M | 185,377 | 0.82% | 5q | +227.7%+$3.9M |
| CLG LLC | $3.3M | 106,627 | 0.72% | 4q | -1.5%-$50.3K |
| GenTrust, LLC | $3.1M | 101,854 | 0.12% | 3q | +16.5%+$441.0K |
| INVENIO WEALTH PARTNERS LLC | $3.0M | 99,527 | 1.09% | 4q | +1.4%+$40.6K |
| Arete Wealth Advisors, LLC | $2.7M | 87,638 | 0.06% | 4q | +516.7%+$2.2M |
| Focus Partners Advisor Solutions, LLC | $2.5M | 83,178 | 0.02% | 3q | +21.8%+$454.7K |
| Brady Martz Wealth Solutions, LLC | $2.5M | 83,178 | 0.38% | 3q | +21.8%+$454.7K |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.3M | 75,326 | 0.28% | new | FIRST |
| TRUIST FINANCIAL CORP | $1.9M | 62,442 | 0.00% | 4q | -11.5%-$247.7K |
| Arrowroot Family Office, LLC | $1.9M | 61,750 | 0.54% | 3q | +251.6%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 60,026 | 0.00% | 4q | -12.3%-$257.6K |
| Accurate Wealth Management, LLC | $1.8M | 57,888 | 0.17% | 3q | +63.9%+$697.0K |
| Magnolia Private Wealth, LLC | $1.4M | 44,724 | 0.75% | 3q | +10.8%+$133.1K |
| Oregon Pacific Wealth Management, LLC | $1.3M | 42,023 | 1.20% | 4q | -0.9%-$11.4K |
| RHS Financial, LLC | $1.2M | 39,888 | 0.49% | 2q | +447.2%+$995.6K |
| Quantinno Capital Management LP | $1.2M | 37,700 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $768.6K | 25,166 | 0.00% | new | NEW |
| SMART Wealth LLC | $641.8K | 21,015 | 0.14% | 3q | -13.6%-$101.1K |
| National Philanthropic Trust | $451.1K | 14,770 | 0.01% | 2q | +67.1%+$181.1K |
| Signet Private Wealth LLC | $309.6K | 10,137 | 0.25% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $275.6K | 9,064 | 0.00% | 2q | -3.3%-$9.4K |
| HARBOR INVESTMENT ADVISORY, LLC | $70.5K | 2,310 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $19.4K | 635 | 0.00% | new | NEW |
| Caitlin John, LLC | $9.5K | 310 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $1.0K | 25 | 0.00% | 2q | -85.5%-$5.9K |
| Summit Global Investments | $398 | 13,046 | 0.02% | 2q | +35.1% |
| AE Wealth Management LLC | $26 | 1 | 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 | 34 | $110.0M | 3,605,551 | 7 | 17 | 9 | 0.0% |
| Q1 2026 | 27 | $68.5M | 2,135,133 | 5 | 17 | 4 | 0.0% |
| Q4 2025 | 26 | $41.2M | 1,428,886 | 13 | 9 | 4 | 0.0% |
| Q3 2025 | 15 | $36.5M | 1,155,179 | 10 | 4 | 0 | 0.0% |
| Q2 2025 | 6 | $11.5M | 426,880 | 6 | 0 | 0 | 0.0% |