# TIDAL TRUST I (SFYX)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/SFYX/

- Reporting holders: 14
- Reported value: $109.4K
- 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 |
|---|---|---|---|---|
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $34.8K | 2,141 | 0.0% | 12 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $26.0K | 1,616 | 0.0% | 5 |
| [SOFI WEALTH, LLC](https://holderbook.com/funds/1925582-sofi-wealth-llc/) | $11.4K | 700 | 0.0% | 16 |
| [CVA Family Office, LLC](https://holderbook.com/funds/1802084-cva-family-office-llc/) | $11.0K | 675 | 0.0% | 9 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $10.2K | 625 | 0.0% | 1 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $8.6K | 529 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.3K | 205 | 0.0% | 17 |
| [Archer Investment Corp](https://holderbook.com/funds/1803804-archer-investment-corp/) | $1.9K | 117 | 0.0% | 7 |
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $1.2K | 76 | 0.0% | 8 |
| [Larson Financial Group LLC](https://holderbook.com/funds/1731061-larson-financial-group-llc/) | $439 | 27 | 0.0% | 13 |
| [Copia Wealth Management](https://holderbook.com/funds/2058771-copia-wealth-management/) | $244 | 15 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $164 | 10 | 0.0% | 1 |
| [Concord Wealth Partners](https://holderbook.com/funds/1814214-concord-wealth-partners/) | $130 | 8 | 0.0% | 8 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $9 | 1 | 0.0% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 14 | $109.4K |
| Q3 2025 | 13 | $432.1K |
| Q2 2025 | 16 | $2.3M |
| Q1 2025 | 17 | $2.3M |
| Q4 2024 | 17 | $82.8M |
| Q3 2024 | 16 | $79.3M |
| Q2 2024 | 17 | $67.0M |
| Q1 2024 | 20 | $65.6M |
| Q4 2023 | 14 | $54.1M |
| Q3 2023 | 13 | $47.4M |
| Q2 2023 | 11 | $46.8M |
| Q1 2023 | 11 | $41.0M |