TIDAL TRUST I (SFYX)
Institutional ownership reported to the SEC as of Q4 2025, across 27 quarters.
14
Reporting holders
$109.4K
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 |
|---|---|---|---|---|---|
| FMR LLC | $34.8K | 2,141 | 0.00% | 12q | HELD |
| ROYAL BANK OF CANADA | $26.0K | 1,616 | 0.00% | 5q | -81.0%-$110.8K |
| SOFI WEALTH, LLC | $11.4K | 700 | 0.00% | 16q | -3.2% |
| CVA Family Office, LLC | $11.0K | 675 | 0.00% | 9q | HELD |
| ASSETMARK, INC | $10.2K | 625 | 0.00% | new | NEW |
| BlackRock, Inc. | $8.6K | 529 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.3K | 205 | 0.00% | 17q | -25.2%-$1.1K |
| Archer Investment Corp | $1.9K | 117 | 0.00% | 7q | HELD |
| EverSource Wealth Advisors, LLC | $1.2K | 76 | 0.00% | 8q | HELD |
| Larson Financial Group LLC | $439 | 27 | 0.00% | 13q | HELD |
| Copia Wealth Management | $244 | 15 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $164 | 10 | 0.00% | new | NEW |
| Concord Wealth Partners | $130 | 8 | 0.00% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $9 | 1 | 0.00% | 13q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 14 | $109.4K | 6,745 | 3 | 0 | 3 | 0.0% |
| Q3 2025 | 13 | $432.1K | 26,853 | 0 | 0 | 5 | 0.0% |
| Q2 2025 | 16 | $2.3M | 157,255 | 2 | 4 | 5 | 0.0% |
| Q1 2025 | 17 | $2.3M | 169,738 | 4 | 4 | 4 | 0.0% |
| Q4 2024 | 17 | $82.8M | 5,733,895 | 4 | 3 | 2 | 0.0% |
| Q3 2024 | 16 | $79.3M | 5,554,946 | 2 | 4 | 2 | 0.0% |
| Q2 2024 | 16 | $67.0M | 5,030,057 | 2 | 4 | 3 | 0.0% |
| Q1 2024 | 20 | $65.6M | 4,699,301 | 7 | 3 | 1 | 0.0% |
| Q4 2023 | 14 | $54.1M | 4,234,948 | 4 | 2 | 2 | 0.0% |
| Q3 2023 | 13 | $47.4M | 4,032,259 | 3 | 5 | 0 | 0.0% |
| Q2 2023 | 11 | $46.8M | 3,841,782 | 1 | 3 | 2 | 0.0% |
| Q1 2023 | 11 | $41.0M | 3,577,025 | 3 | 2 | 2 | 0.0% |
| Q4 2022 | 12 | $37.2M | 3,373,103 | 7 | 2 | 0 | 0.0% |
| Q3 2022 | 6 | $33.5M | 3,242,086 | 1 | 1 | 1 | 0.0% |
| Q2 2022 | 9 | $33.0M | 3,084,288 | 3 | 3 | 2 | 0.0% |
| Q1 2022 | 8 | $38.7M | 2,870,254 | 2 | 2 | 1 | 0.0% |
| Q4 2021 | 6 | $497.3K | 34,238 | 3 | 0 | 2 | 0.0% |
| Q3 2021 | 3 | $35.3K | 2,511 | 2 | 1 | 0 | 0.0% |
| Q2 2021 | 4 | $231.0K | 16,194 | 4 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $1.0K | 72 | 1 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.0K | 62 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.0K | 62 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $12.0K | 1,251 | 1 | 1 | 0 | 0.0% |
| Q1 2020 | 1 | $2.0K | 227 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $3.0K | 245 | 0 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $2.0K | 247 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $3.0K | 259 | 1 | 0 | 0 | 0.0% |