TIDAL TRUST I (SGRT)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
15
Reporting holders
$22.8M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| SMART Wealth LLC | $9.0M | 240,266 | 1.94% | 4q | +114.0%+$4.8M |
| Brookstone Capital Management | $5.0M | 133,917 | 0.05% | 4q | +311.6%+$3.8M |
| Authentikos Wealth Advisory, LLC | $4.0M | 106,696 | 2.55% | 3q | -19.9%-$993.6K |
| HERBST GROUP, LLC | $1.8M | 48,646 | 0.99% | new | NEW |
| AE Wealth Management LLC | $815.2K | 21,738 | 0.00% | 4q | +50.7%+$274.3K |
| Kovack Advisors, Inc. | $768.8K | 20,500 | 0.04% | new | NEW |
| BROWN ADVISORY INC | $714.3K | 19,048 | 0.00% | 2q | +20.7%+$122.6K |
| JANE STREET GROUP, LLC | $209.3K | 5,581 | 0.00% | new | NEW |
| Advisory Alpha, LLC | $200.9K | 5,358 | 0.00% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $187.4K | 4,997 | 0.15% | 4q | +835.8%+$167.4K |
| ROYAL BANK OF CANADA | $38.0K | 1,000 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $32.1K | 880 | 0.00% | 2q | HELD |
| UBS Group AG | $16.5K | 440 | 0.00% | new | NEW |
| MORGAN STANLEY | $7.5K | 199 | 0.00% | 3q | -99.6%-$1.9M |
| Plante Moran Financial Advisors, LLC | $1.3K | 35 | 0.00% | new | NEW |
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 | 15 | $22.8M | 609,301 | 7 | 5 | 2 | 0.0% |
| Q1 2026 | 8 | $9.6M | 361,019 | 2 | 0 | 5 | 0.0% |
| Q4 2025 | 7 | $24.4M | 975,611 | 2 | 3 | 1 | 0.0% |
| Q3 2025 | 8 | $11.7M | 495,481 | 8 | 0 | 0 | 0.0% |