TIDAL TRUST I (RISR)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
52
Reporting holders
$158.9M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Family Investment Center, Inc. | $48.6M | 1,342,182 | 8.07% | 10q | +12.1%+$5.3M |
| Reliant Wealth Planning | $16.9M | 467,373 | 4.65% | 4q | +2.5%+$409.0K |
| TRUIST FINANCIAL CORP | $9.0M | 247,629 | 0.01% | 11q | +16.8%+$1.3M |
| Coppell Advisory Solutions LLC | $8.9M | 3,398 | 0.73% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $8.8M | 244,321 | 0.00% | 18q | +14.8%+$1.1M |
| Farther Finance Advisors, LLC | $7.2M | 198,141 | 0.06% | 2q | +118.4%+$3.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.2M | 169,170 | 0.01% | 5q | +178.3%+$4.0M |
| HARBOR INVESTMENT ADVISORY, LLC | $5.9M | 162,869 | 0.41% | 7q | +7.8%+$427.2K |
| Smart Money Group LLC | $5.5M | 152,655 | 1.42% | 17q | HELD |
| Private Wealth Asset Management, LLC | $5.3M | 146,484 | 0.51% | 6q | HELD |
| J.W. COLE ADVISORS, INC. | $4.5M | 123,672 | 0.08% | new | NEW |
| Nvest Financial, LLC | $4.2M | 115,696 | 1.32% | new | NEW |
| Harbour Wealth Management Group, Inc. | $4.0M | 111,066 | 2.72% | 3q | +1.8%+$71.4K |
| Berger Financial Group, Inc | $3.2M | 87,124 | 0.16% | 4q | +4.6%+$138.1K |
| Sanctuary Advisors, LLC | $3.0M | 83,714 | 0.01% | 7q | +11.4%+$308.9K |
| Tidal Investments LLC | $2.9M | 80,439 | 0.01% | 17q | -0.7%-$19.1K |
| 3EDGE Asset Management, LP | $2.8M | 77,769 | 0.13% | 6q | +1.4%+$37.5K |
| Pinnacle Financial Partners, Inc. | $2.5M | 69,476 | 0.02% | 2q | -26.2%-$893.5K |
| Focus Financial Network, Inc. | $2.3M | 62,358 | 0.07% | 7q | +177.9%+$1.4M |
| OSAIC HOLDINGS, INC. | $2.0M | 55,119 | 0.00% | 17q | +13.8%+$242.5K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.9M | 52,901 | 1.12% | 4q | +227.8%+$1.3M |
| Legacy Capital Wealth Partners, LLC | $1.7M | 46,372 | 0.32% | new | NEW |
| Kingsview Wealth Management, LLC | $1.2M | 34,342 | 0.02% | 17q | -12.7%-$181.6K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.0M | 27,930 | 0.44% | new | NEW |
| Turner Financial Group, Inc. | $864.2K | 23,874 | 0.86% | new | FIRST |
| BlackDiamond Wealth Management, LLC | $809.4K | 22,029 | 0.33% | 16q | +51.8%+$276.1K |
| Kestra Advisory Services, LLC | $775.7K | 21,429 | 0.00% | 8q | +4.0%+$30.2K |
| Savvy Advisors, Inc. | $649.2K | 17,933 | 0.01% | 2q | +202.0%+$434.2K |
| Encompass More Asset Management | $517.6K | 14,299 | 0.08% | 3q | +16.9%+$74.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $503.6K | 13,911 | 0.01% | 5q | +29.0%+$113.1K |
| MML INVESTORS SERVICES, LLC | $416.7K | 11,510 | 0.00% | 11q | +10.5%+$39.5K |
| Weaver Consulting Group | $400.0K | 11,050 | 0.08% | new | NEW |
| Inspire Advisors, LLC | $378.6K | 10,460 | 0.03% | 2q | +17.8%+$57.1K |
| Sankala Group LLC | $377.2K | 10,233 | 0.25% | 3q | +46.0%+$118.8K |
| GOLDMAN SACHS GROUP INC | $334.7K | 9,247 | 0.00% | new | NEW |
| AE Wealth Management LLC | $305.8K | 8,448 | 0.00% | 2q | +2421.8%+$293.7K |
| Orion Porfolio Solutions, LLC | $301.0K | 8,314 | 0.00% | 2q | -95.8%-$6.8M |
| Atria Investments, Inc | $288.0K | 7,957 | 0.00% | 6q | -0.7%-$1.9K |
| Onyx Bridge Wealth Group LLC | $254.0K | 7,016 | 0.02% | 10q | HELD |
| CreativeOne Wealth, LLC | $252.5K | 6,975 | 0.01% | new | NEW |
| Worth Asset Management, LLC | $233.7K | 6,457 | 0.07% | new | NEW |
| QUANTIFY CHAOS ADVISORS, LLC | $231.2K | 6,387 | 0.65% | 3q | +1.5%+$3.4K |
| Wealth Enhancement Trust Services, Inc. | $138.0K | 3,819 | 0.01% | 3q | +74.9%+$59.1K |
| Dunhill Financial, LLC | $124.4K | 3,437 | 0.03% | 3q | HELD |
| MORGAN STANLEY | $107.5K | 2,969 | 0.00% | 12q | +2.9%+$3.0K |
| SouthState Bank Corp | $28.1K | 777 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $19.1K | 527 | 0.00% | 8q | -72.0%-$49.2K |
| HIGHLINE WEALTH PARTNERS LLC | $13.2K | 365 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $11.6K | 320,086 | 0.02% | 2q | +3496.5%+$11.3K |
| Cambridge Investment Research Advisors, Inc. | $9.6K | 264,826 | 0.01% | 18q | +56.0%+$3.4K |
| Triumph Capital Management | $7.2K | 200 | 0.00% | 3q | -19.0%-$1.7K |
| HARBOUR INVESTMENTS, INC. | $3.3K | 91 | 0.00% | 2q | -9.0% |
| JPMORGAN CHASE & CO | $1.6K | 43 | 0.00% | new | NEW |
| Capital Advisors, Ltd. LLC | $728 | 20,115 | 0.07% | 17q | -0.6% |
| Spire Wealth Management | $524 | 14 | 0.00% | 10q | HELD |
| FLOW TRADERS U.S. LLC | $464 | 12,822 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $52 | 1 | 0.00% | 4q | -50.0% |
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 | 52 | $158.9M | 4,388,574 | 11 | 26 | 9 | 0.0% |
| Q1 2026 | 44 | $133.5M | 3,685,168 | 8 | 20 | 10 | 0.0% |
| Q4 2025 | 42 | $115.9M | 3,208,231 | 7 | 11 | 11 | 0.0% |
| Q3 2025 | 43 | $118.9M | 3,312,941 | 14 | 18 | 6 | 0.0% |
| Q2 2025 | 35 | $108.4M | 2,962,369 | 5 | 17 | 8 | 0.0% |
| Q1 2025 | 35 | $70.3M | 1,935,222 | 10 | 16 | 4 | 0.0% |
| Q4 2024 | 31 | $41.8M | 1,142,600 | 7 | 8 | 12 | 0.0% |
| Q3 2024 | 27 | $24.6M | 719,119 | 6 | 8 | 9 | 0.0% |
| Q2 2024 | 24 | $34.6M | 1,000,150 | 4 | 7 | 10 | 0.0% |
| Q1 2024 | 26 | $31.2M | 929,193 | 7 | 6 | 10 | 0.0% |
| Q4 2023 | 22 | $28.9M | 916,488 | 4 | 5 | 11 | 0.0% |
| Q3 2023 | 22 | $38.9M | 1,161,476 | 8 | 6 | 6 | 0.0% |
| Q2 2023 | 15 | $29.9M | 925,350 | 1 | 3 | 7 | 0.0% |
| Q1 2023 | 21 | $34.3M | 1,094,592 | 4 | 4 | 10 | 0.0% |
| Q4 2022 | 19 | $36.5M | 1,157,435 | 7 | 6 | 6 | 0.0% |
| Q3 2022 | 24 | $59.3M | 1,869,341 | 4 | 12 | 6 | 0.0% |
| Q2 2022 | 35 | $84.4M | 2,603,083 | 27 | 5 | 1 | 0.0% |
| Q1 2022 | 8 | $4.2M | 141,277 | 6 | 0 | 1 | 0.0% |
| Q4 2021 | 3 | $922.2K | 36,914 | 3 | 0 | 0 | 0.0% |