HolderBook

TIDAL TRUST I (NANC)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

53
Reporting holders
$7.5M
Reported value
0.0%
Held as options
+4
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

FilerValueShares Their book Held Change
AE Wealth Management LLC$1.3M26,3310.01%7q+15.1%+$175.2K
CITADEL ADVISORS LLC$1.2M23,7220.00%7q+24.6%+$236.7K
RAYMOND JAMES FINANCIAL INC$970.3K19,1730.00%3qHELD
BANK OF MONTREAL /CAN/$726.7K14,3580.00%7q-6.9%-$54.1K
Mutual Advisors, LLC$623.5K12,3200.01%5q-1.8%-$11.5K
Concurrent Investment Advisors, LLC$430.1K8,4990.00%newNEW
LAKE STREET PRIVATE WEALTH, LLC$426.2K8,4210.05%5q+61.0%+$161.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$313.9K6,2020.00%2q-78.6%-$1.2M
HighTower Advisors, LLC$281.6K5,5640.00%7q-1.0%-$2.9K
HARBOUR INVESTMENTS, INC.$276.7K5,4670.00%7q+15.1%+$36.3K
ROYAL BANK OF CANADA$213.0K4,2170.00%6q-18.7%-$48.8K
Farther Finance Advisors, LLC$196.1K3,8740.00%7qHELD
Geneos Wealth Management Inc.$118.9K2,3490.00%5qHELD
MORGAN STANLEY$63.7K1,2590.00%6qHELD
Continuum Advisory, LLC$52.8K1,0430.00%newNEW
Friedenthal Financial$30.1K5950.01%6qHELD
Concord Wealth Partners$23.2K4590.00%newNEW
OSAIC HOLDINGS, INC.$22.3K4400.00%newNEW
GoalVest Advisory LLC$18.0K3550.00%7qHELD
Larson Financial Group LLC$16.1K3190.00%7qHELD
North Star Investment Management Corp.$16.1K3180.00%4q+6.7%+$1.0K
MERCER GLOBAL ADVISORS INC /ADV$15.2K3010.00%newNEW
Kingdom Financial Group LLC.$15.1K2990.00%newNEW
United Financial Planning Group LLC$13.9K2760.01%2qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.7K2500.00%2q+66.7%+$5.1K
Steward Partners Investment Advisory, LLC$12.2K2410.00%7qHELD
SIMPLEX TRADING, LLC$11.5K2280.00%4q-90.1%-$105.2K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$11.3K2250.00%5qHELD
HOLLENCREST CAPITAL MANAGEMENT$10.1K2000.00%7q-34.4%-$5.3K
Ritter Daniher Financial Advisory LLC / DE$10.1K2000.00%3qHELD
Archer Investment Corp$8.6K1700.00%5q+100.0%+$4.3K
Investment Research & Advisory Group, Inc.$7.7K1520.00%5qHELD
Main Street Group, LTD$6.3K1250.00%2qHELD
IFP Advisors, Inc$5.5K1090.00%6q-4.4%
Kings Path Partners LLC$5.1K1010.00%newNEW
VANGUARD ADVISERS INC$4.9K960.00%2q+14.3%
Bullock Wealth Management Group$3.8K750.00%newFIRST
Key Financial Inc$3.4K680.00%6qHELD
Parallel Advisors, LLC$2.4K470.00%7qHELD
Tradewinds Capital Management, LLC$1.7K340.00%7qHELD
Crewe Advisors LLC$1.4K270.00%6qHELD
AdvisorNet Financial, Inc$1.3K250.00%5qHELD
Cambridge Investment Research Advisors, Inc.$1.0K20,2840.00%7q+189.0%
Bay Harbor Wealth Management, LLC$1.0K200.00%2qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$759150.00%5qHELD
Basepoint Wealth LLC$729140.00%3qHELD
PITTENGER & ANDERSON INC$658130.00%7qHELD
Hurley Capital, LLC$557110.00%newNEW
SIGNATUREFD, LLC$506100.00%newNEW
UBS Group AG$20240.00%7q-89.5%-$1.7K
Frazier Financial Advisors, LLC$15230.00%2qHELD
ASSETMARK, INC$5110.00%newNEW
EverSource Wealth Advisors, LLC$5110.00%7q-92.9%
Robbins Farley$5110.00%7qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202653$7.5M148,627108100.0%
Q1 202649$6.8M161,22091260.0%
Q4 202549$6.0M131,60381180.0%
Q3 202549$7.0M122,106107822.3%
Q2 202545$6.1M144,30510860.0%
Q1 202541$7.4M195,35216845.2%
Q4 202430$9.5M182,895290025.6%