TIDAL TRUST I (SPUS)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
98
Reporting holders
$284.6M
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $85.8M | 1,492,502 | 0.07% | 18q | +11.4%+$8.8M |
| SHARIAPORTFOLIO, INC. | $44.1M | 766,881 | 15.60% | 11q | +4.4%+$1.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $30.1M | 530,000 | 0.02% | 2q | +122.7%+$16.6M |
| Strengthening Families & Communities, LLC | $15.2M | 264,321 | 3.38% | 2q | -0.8%-$118.3K |
| Farther Finance Advisors, LLC | $7.2M | 125,102 | 0.06% | 13q | +4.3%+$294.2K |
| Tidal Investments LLC | $6.2M | 107,504 | 0.01% | 8q | +1.0%+$61.1K |
| BANK OF AMERICA CORP /DE/ | $5.9M | 103,023 | 0.00% | 11q | -4.5%-$278.4K |
| Advocacy Wealth Management, LLC | $5.4M | 94,221 | 0.20% | 2q | +26.2%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $4.9M | 85,719 | 0.00% | 16q | +55.2%+$1.8M |
| CHILDRESS CAPITAL ADVISORS, LLC | $4.3M | 74,671 | 0.70% | 13q | HELD |
| ArchPoint Investors | $4.3M | 73,996 | 0.90% | 9q | +6.2%+$249.0K |
| LPL Financial LLC | $4.1M | 70,627 | 0.00% | 13q | +14.4%+$509.8K |
| Cresset Asset Management, LLC | $3.5M | 60,357 | 0.01% | 10q | -3.4%-$121.1K |
| MISSION WEALTH MANAGEMENT, LP | $3.3M | 58,119 | 0.04% | 21q | +20.7%+$573.4K |
| Focus Partners Wealth | $3.3M | 57,653 | 0.00% | 3q | HELD |
| Abacus Wealth Partners, LLC | $3.3M | 57,313 | 0.35% | 3q | HELD |
| Corient Private Wealth LP | $2.8M | 48,826 | 0.00% | 2q | +100.0%+$1.4M |
| RFG Advisory, LLC | $2.7M | 46,304 | 0.04% | 2q | +41.3%+$777.7K |
| ROYAL BANK OF CANADA | $2.4M | 41,486 | 0.00% | 26q | -16.5%-$472.0K |
| Sequoia Financial Advisors, LLC | $2.3M | 40,357 | 0.01% | 12q | HELD |
| D. E. Shaw & Co., Inc. | $2.2M | 38,629 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $2.2M | 38,471 | 0.00% | 16q | +6.9%+$142.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 38,242 | 0.00% | 11q | +37.9%+$607.2K |
| Compagnie Lombard Odier SCmA | $2.0M | 35,206 | 0.02% | 19q | +46.7%+$644.3K |
| SageOak Financial, LLC | $2.0M | 34,529 | 1.29% | 7q | -0.6%-$12.1K |
| PNC Financial Services Group, Inc. | $1.9M | 32,516 | 0.00% | 7q | +199.7%+$1.2M |
| Cerro Pacific Wealth Advisors LLC | $1.8M | 31,418 | 0.41% | 9q | +84.7%+$828.6K |
| Cetera Investment Advisers | $1.5M | 25,676 | 0.00% | 7q | +6.3%+$87.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 21,801 | 0.00% | 5q | +5.1%+$61.3K |
| Allworth Financial LP | $1.2M | 21,352 | 0.01% | 7q | +27.0%+$261.4K |
| Federation des caisses Desjardins du Quebec | $1.2M | 20,990 | 0.00% | 15q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $1.2M | 20,653 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 20,200 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $1.1M | 19,690 | 0.00% | 22q | -10.2%-$128.8K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 18,741 | 0.00% | 6q | +0.5%+$5.9K |
| MML INVESTORS SERVICES, LLC | $906.0K | 15,757 | 0.00% | 4q | +64.2%+$354.2K |
| J. M. Brown & Associates Inc. | $902.9K | 15,703 | 0.52% | new | FIRST |
| HSBC HOLDINGS PLC | $885.5K | 15,400 | 0.00% | 2q | +81.2%+$396.8K |
| 1832 Asset Management L.P. | $881.6K | 15,332 | 0.00% | 18q | HELD |
| Private Advisor Group, LLC | $877.0K | 15,252 | 0.00% | 7q | +131.1%+$497.5K |
| Arch Global Advisors, LLC | $751.2K | 13,065 | 0.33% | new | NEW |
| EARNED WEALTH ADVISORS, LLC | $741.6K | 12,898 | 0.05% | new | NEW |
| Creative Planning | $685.8K | 11,926 | 0.00% | 5q | +65.9%+$272.5K |
| XTX Topco Ltd | $664.2K | 11,551 | 0.01% | new | NEW |
| Lido Advisors, LLC | $610.7K | 10,621 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $499.0K | 8,679 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $468.1K | 8,140 | 0.00% | 20q | HELD |
| WESBANCO BANK INC | $463.4K | 8,059 | 0.01% | 5q | +50.2%+$154.9K |
| Y.D. More Investments Ltd | $454.2K | 7,900 | 0.01% | 15q | HELD |
| Snowden Capital Advisors LLC | $450.4K | 7,834 | 0.01% | 10q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $449.1K | 7,815 | 0.00% | 19q | HELD |
| Main Street Financial Solutions, LLC | $438.1K | 7,620 | 0.03% | 15q | HELD |
| BANK OF MONTREAL /CAN/ | $436.5K | 7,592 | 0.00% | 3q | +96.4%+$214.3K |
| Valtrion Capital Management, LLC | $434.3K | 7,553 | 0.32% | 2q | HELD |
| Mariner, LLC | $426.1K | 7,411 | 0.00% | 5q | -53.8%-$497.0K |
| Kestra Advisory Services, LLC | $418.7K | 7,281 | 0.00% | 10q | +11.6%+$43.4K |
| Emergent Wealth Advisors, LLC | $413.5K | 7,191 | 0.21% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $380.7K | 6,621 | 0.00% | 11q | +112.5%+$201.5K |
| Valeo Financial Advisors, LLC | $373.3K | 6,493 | 0.01% | 2q | HELD |
| Evansbrook LLC | $373.2K | 6,490 | 0.22% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $372.0K | 6,470 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $368.4K | 6,404 | 0.00% | 23q | +50.0%+$122.8K |
| NewEdge Advisors, LLC | $302.2K | 5,256 | 0.00% | new | NEW |
| Chicago Partners Investment Group LLC | $289.4K | 5,133 | 0.01% | 10q | HELD |
| Timbuktu Capital Management, LLC | $288.6K | 5,020 | 0.43% | new | FIRST |
| COMMONWEALTH EQUITY SERVICES, LLC | $265.8K | 4,623 | 0.00% | new | NEW |
| Larson Financial Group LLC | $262.9K | 4,572 | 0.01% | 6q | +958.3%+$238.1K |
| Paulson Wealth Management Inc. | $237.7K | 4,134 | 0.05% | new | NEW |
| Merkkuri Wealth Advisors LLC | $224.0K | 3,896 | 0.14% | 2q | HELD |
| Stanich Group LLC | $221.6K | 3,855 | 0.14% | new | NEW |
| Financial Engines Advisors L.L.C. | $219.8K | 3,823 | 0.00% | new | NEW |
| Strategic Blueprint, LLC | $215.0K | 3,739 | 0.01% | new | NEW |
| Unique Wealth Strategies, LLC | $213.7K | 3,716 | 0.08% | new | NEW |
| Weaver Consulting Group | $207.5K | 3,608 | 0.04% | new | NEW |
| TD Waterhouse Canada Inc. | $193.0K | 3,386 | 0.00% | 18q | +19.1%+$30.9K |
| Smartleaf Asset Management LLC | $149.0K | 2,628 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $142.5K | 2,479 | 0.00% | new | NEW |
| IFP Advisors, Inc | $134.0K | 2,331 | 0.00% | 12q | +4.6%+$5.9K |
| Pacific Center for Financial Services | $124.3K | 2,161 | 0.03% | new | NEW |
| UBS Group AG | $103.0K | 1,792 | 0.00% | 7q | -86.0%-$631.8K |
| Murphy & Mullick Capital Management Corp | $86.2K | 1,500 | 0.05% | 3q | HELD |
| JPMORGAN CHASE & CO | $80.5K | 1,420 | 0.00% | 2q | +459.1%+$66.1K |
| MORGAN STANLEY | $60.2K | 1,046 | 0.00% | 14q | -19.2%-$14.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $57.9K | 1,006 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $54.2K | 943 | 0.00% | 8q | -32.5%-$26.2K |
| FMR LLC | $46.4K | 807 | 0.00% | 9q | +161.2%+$28.7K |
| First Pacific Financial | $37.3K | 649 | 0.00% | new | NEW |
| Burk Holdings LLC | $35.3K | 614 | 0.01% | 2q | +0.8% |
| EFG International AG | $33.5K | 583 | 0.00% | 2q | HELD |
| Operose Advisors LLC | $33.5K | 582 | 0.01% | new | NEW |
| NVWM, LLC | $25.3K | 440 | 0.01% | 16q | HELD |
| AE Wealth Management LLC | $11.8K | 205 | 0.00% | 2q | +95.2%+$5.8K |
| Go Invest LLC | $6.4K | 112 | 0.00% | 3q | +8.7% |
| Bogart Wealth, LLC | $5.8K | 100 | 0.00% | 19q | HELD |
| Prestige Wealth Management Group LLC | $2.6K | 45 | 0.00% | 6q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $748 | 13 | 0.00% | 2q | HELD |
| VANGUARD ADVISERS INC | $288 | 5 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $235 | 4,100 | 0.00% | 2q | -71.7% |
| Janney Montgomery Scott LLC | $221 | 3,852 | 0.00% | 5q | -17.5% |
| BlackRock, Inc. | $41 | 1 | 0.00% | 3q | HELD |
Showing the largest 100 of 101 reported holders.
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 | 98 | $284.6M | 4,956,377 | 22 | 38 | 10 | 0.0% |
| Q1 2026 | 80 | $169.8M | 3,531,815 | 16 | 30 | 16 | 0.0% |
| Q4 2025 | 68 | $183.9M | 3,600,645 | 7 | 29 | 14 | 0.0% |
| Q3 2025 | 70 | $184.5M | 3,665,916 | 6 | 33 | 13 | 0.0% |
| Q2 2025 | 69 | $155.7M | 3,512,271 | 6 | 29 | 13 | 0.0% |
| Q1 2025 | 64 | $146.1M | 3,750,278 | 8 | 29 | 10 | 0.0% |
| Q4 2024 | 59 | $143.2M | 3,335,212 | 8 | 19 | 11 | 0.0% |
| Q3 2024 | 54 | $132.8M | 3,183,134 | 9 | 18 | 10 | 0.0% |
| Q2 2024 | 46 | $106.3M | 2,627,333 | 6 | 16 | 9 | 0.0% |
| Q1 2024 | 44 | $91.6M | 2,419,245 | 8 | 16 | 9 | 0.0% |
| Q4 2023 | 39 | $46.1M | 1,348,959 | 8 | 13 | 5 | 0.0% |
| Q3 2023 | 31 | $32.0M | 1,033,443 | 6 | 7 | 7 | 0.0% |
| Q2 2023 | 25 | $24.0M | 743,630 | 4 | 7 | 2 | 0.0% |
| Q1 2023 | 22 | $12.1M | 414,863 | 1 | 10 | 2 | 0.0% |
| Q4 2022 | 26 | $9.4M | 366,858 | 8 | 8 | 3 | 0.0% |
| Q3 2022 | 19 | $7.3M | 299,769 | 5 | 4 | 2 | 0.0% |
| Q2 2022 | 15 | $6.6M | 254,836 | 1 | 6 | 4 | 0.0% |
| Q1 2022 | 18 | $6.9M | 221,605 | 7 | 4 | 1 | 0.0% |
| Q4 2021 | 12 | $4.9M | 143,356 | 3 | 5 | 1 | 0.0% |
| Q3 2021 | 8 | $2.4M | 81,266 | 1 | 5 | 1 | 0.0% |
| Q2 2021 | 8 | $2.7M | 92,657 | 3 | 2 | 2 | 0.0% |
| Q1 2021 | 5 | $1.7M | 64,415 | 3 | 1 | 0 | 0.0% |
| Q4 2020 | 4 | $597.0K | 23,771 | 3 | 1 | 0 | 0.0% |
| Q3 2020 | 3 | $710.0K | 30,632 | 2 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $402.0K | 19,190 | 1 | 1 | 0 | 0.0% |
| Q1 2020 | 1 | $18.0K | 1,050 | 1 | 0 | 0 | 0.0% |