# TIDAL TRUST I (SGRT)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SGRT/

- Reporting holders: 15
- Reported value: $22.8M
- 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 |
|---|---|---|---|---|
| [SMART Wealth LLC](https://holderbook.com/funds/2044723-smart-wealth-llc/) | $9.0M | 240,266 | 1.9% | 4 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $5.0M | 133,917 | 0.1% | 4 |
| [Authentikos Wealth Advisory, LLC](https://holderbook.com/funds/1967054-authentikos-wealth-advisory-llc/) | $4.0M | 106,696 | 2.6% | 3 |
| [HERBST GROUP, LLC](https://holderbook.com/funds/1909319-herbst-group-llc/) | $1.8M | 48,646 | 1.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $815.2K | 21,738 | 0.0% | 4 |
| [Kovack Advisors, Inc.](https://holderbook.com/funds/1728321-kovack-advisors-inc/) | $768.8K | 20,500 | 0.0% | 1 |
| [BROWN ADVISORY INC](https://holderbook.com/funds/1345929-brown-advisory-inc/) | $714.3K | 19,048 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $209.3K | 5,581 | 0.0% | 1 |
| [Advisory Alpha, LLC](https://holderbook.com/funds/1576762-advisory-alpha-llc/) | $200.9K | 5,358 | 0.0% | 1 |
| [Quest 10 Wealth Builders, Inc.](https://holderbook.com/funds/2035215-quest-10-wealth-builders-inc/) | $187.4K | 4,997 | 0.1% | 4 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $38.0K | 1,000 | 0.0% | 1 |
| [Smartleaf Asset Management LLC](https://holderbook.com/funds/2010393-smartleaf-asset-management-llc/) | $32.1K | 880 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $16.5K | 440 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $7.5K | 199 | 0.0% | 3 |
| [Plante Moran Financial Advisors, LLC](https://holderbook.com/funds/1424717-plante-moran-financial-advisors-llc/) | $1.3K | 35 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $22.8M |
| Q1 2026 | 8 | $9.6M |
| Q4 2025 | 7 | $24.4M |
| Q3 2025 | 8 | $11.7M |