DaveManuel.com · Institutional Ownership · Who Owns It
TIDAL TRUST I (GRNY)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
334
Reporting holders
$2.2B
Reported value
0.8%
Calls
0.1%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Howard Capital Management, LLC | $178.0M | 6,436,736 | 2.12% | 2q | -5.7%-$10.8M |
| ROYAL BANK OF CANADA | $163.4M | 5,908,845 | 0.02% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $156.2M | 5,650,064 | 0.04% | 5q | +7.6%+$11.0M |
| HighTower Advisors, LLC | $68.8M | 2,487,555 | 0.07% | 7q | +27.0%+$14.6M |
| Cambridge Investment Research Advisors, Inc. | $66.2M | 2,393,148 | 0.08% | 7q | +112.8%+$35.1M |
| Clal Insurance Enterprises Holdings Ltd | $63.6M | 2,300,000 | 0.28% | 3q | HELD |
| LPL Financial LLC | $62.0M | 2,241,312 | 0.01% | 5q | +40.4%+$17.8M |
| MORGAN STANLEY | $50.7M | 1,833,605 | 0.00% | 7q | +150.9%+$30.5M |
| ENVESTNET ASSET MANAGEMENT INC | $40.3M | 1,456,666 | 0.01% | 7q | +0.9%+$354.1K |
| TrueWealth Advisors, LLC | $39.7M | 1,437,336 | 8.96% | 7q | +1.7%+$669.7K |
| Thrivent Financial for Lutherans | $37.1M | 1,342,646 | 0.06% | 5q | +0.7%+$255.5K |
| Venture Visionary Partners LLC | $36.7M | 1,328,988 | 1.02% | 7q | +0.9%+$342.1K |
| Stenger Family Office, LLC | $35.0M | 1,265,578 | 5.56% | 4q | -2.4%-$869.5K |
| Socha Financial Group, LLC | $34.9M | 1,260,790 | 14.18% | 4q | +5.0%+$1.7M |
| NewEdge Advisors, LLC | $30.5M | 1,102,432 | 0.09% | 7q | +52.8%+$10.5M |
| Arcus Capital Partners, LLC | $30.0M | 1,084,033 | 12.40% | 3q | +46.0%+$9.4M |
| Reliant Wealth Planning | $28.8M | 1,043,100 | 7.93% | 7q | +1.9%+$551.2K |
| MML INVESTORS SERVICES, LLC | $27.2M | 984,228 | 0.06% | 5q | +19.3%+$4.4M |
| MEITAV INVESTMENT HOUSE LTD | $25.3M | 913,800 | 0.17% | 7q | HELD |
| Janney Montgomery Scott LLC | $23.7M | 858,397 | 0.05% | new | NEW |
| SMITH, MOORE & CO. | $22.6M | 816,101 | 1.46% | 7q | +4.1%+$880.8K |
| Pinnacle Wealth Management, LLC | $19.8M | 715,360 | 12.25% | 4q | -7.0%-$1.5M |
| STIFEL FINANCIAL CORP | $19.3M | 698,926 | 0.02% | 7q | +11.8%+$2.0M |
| Integrated Wealth Concepts LLC | $19.2M | 693,373 | 0.13% | 2q | +3.1%+$583.6K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $18.8M | 678,413 | 0.77% | 7q | HELD |
| SAGE PRIVATE WEALTH GROUP, LLC | $18.6M | 672,539 | 8.36% | 4q | -1.9%-$364.3K |
| TD Waterhouse Canada Inc. | $18.6M | 670,896 | 0.05% | 4q | +34.1%+$4.7M |
| Diversify Advisory Services, LLC | $18.5M | 685,361 | 0.31% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $18.5M | 685,361 | 0.31% | 2q | -35.5%-$10.2M |
| UBS Group AG | $18.2M | 658,250 | 0.00% | 7q | +8.0%+$1.3M |
| First Heartland Consultants, Inc. | $17.8M | 644,409 | 1.15% | 7q | +1.6%+$278.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $17.0M | 614,029 | 0.19% | 7q | +25.9%+$3.5M |
| SOA Wealth Advisors, LLC. | $16.2M | 585,575 | 2.72% | 7q | +45.8%+$5.1M |
| OSAIC HOLDINGS, INC. | $15.8M | 569,651 | 0.02% | 7q | +67.8%+$6.4M |
| Blue Sky Capital Consultants Group, Inc. | $15.7M | 569,052 | 6.73% | 3q | +1.8%+$279.0K |
| NBZ Investment Advisors LLC | $15.5M | 561,294 | 6.05% | 7q | -2.2%-$350.5K |
| D.A. DAVIDSON & CO. | $15.1M | 544,339 | 0.08% | 7q | +10.5%+$1.4M |
| DKM Wealth Management, Inc. | $14.0M | 507,436 | 9.17% | 7q | +5.8%+$765.5K |
| VestGen Advisors, LLC | $14.0M | 504,537 | 0.41% | 6q | +8.6%+$1.1M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $13.9M | 503,102 | 3.42% | 2q | +6.5%+$852.3K |
| Balance Wealth Partners LLC | $13.9M | 501,752 | 3.69% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.4M | 483,770 | 0.02% | 7q | +15.0%+$1.7M |
| Spahn Wealth & Retirement LLC | $12.8M | 462,055 | 8.22% | new | NEW |
| Longview Financial Advisors, Inc. | $12.5M | 450,393 | 7.28% | 4q | +2.7%+$332.6K |
| CIBC WORLD MARKET INC. | $11.5M | 416,218 | 0.02% | 7q | -19.0%-$2.7M |
| WCG Wealth Advisors LLC | $11.1M | 401,560 | 0.26% | 3q | +33.7%+$2.8M |
| American Financial Advisors, LLC | $10.6M | 385,033 | 1.28% | new | NEW |
| Western Wealth Management, LLC | $10.2M | 369,826 | 0.33% | 2q | +7.3%+$698.5K |
| Cetera Investment Advisers | $10.2M | 369,446 | 0.01% | 4q | +15.2%+$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.9M CALL+PUT | options only | 0.00% | 7q | OPTIONS |
| Emissary Wealth LLC | $9.9M | 357,632 | 7.53% | 3q | +28.9%+$2.2M |
| Solidarity Wealth, LLC | $9.7M | 351,851 | 1.69% | new | NEW |
| Valley Financial Group, Inc. | $9.6M | 346,070 | 4.72% | 3q | +3.6%+$335.6K |
| Arax Advisory Partners | $9.2M | 333,369 | 0.06% | 6q | +4007.6%+$9.0M |
| WELLS FARGO & COMPANY/MN | $9.2M | 332,054 | 0.00% | 3q | +31225.8%+$9.2M |
| HARBOUR INVESTMENTS, INC. | $9.0M | 325,171 | 0.12% | 7q | -25.9%-$3.1M |
| Teamwork Financial Advisors, LLC | $8.5M | 308,866 | 0.77% | 7q | HELD |
| IFP Advisors, Inc | $8.3M | 300,895 | 0.15% | 7q | -13.3%-$1.3M |
| Sanctuary Advisors, LLC | $8.2M | 295,536 | 0.04% | 7q | +1.3%+$105.9K |
| Berkshire Money Management, Inc. | $8.1M | 294,243 | 0.74% | 4q | -3.4%-$283.2K |
| Rockefeller Capital Management L.P. | $8.1M | 291,303 | 0.01% | 4q | +3.5%+$270.5K |
| BXM Wealth LLC | $8.0M | 289,149 | 4.35% | 6q | +56.2%+$2.9M |
| THEORY FINANCIAL LLC | $7.8M | 283,636 | 2.47% | 5q | -11.2%-$992.8K |
| Equitable Holdings, Inc. | $7.7M | 280,200 | 0.05% | 2q | -1.9%-$147.7K |
| Private Wealth Asset Management, LLC | $7.5M | 271,849 | 0.73% | 6q | -1.8%-$137.6K |
| Weaver Consulting Group | $7.5M | 270,032 | 1.53% | 6q | +4.8%+$342.6K |
| Portus Wealth Advisors, LLC | $7.3M | 265,200 | 6.04% | 4q | +1.6%+$116.7K |
| Advisory Services Network, LLC | $7.3M | 264,626 | 0.08% | 7q | -3.2%-$241.0K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $7.2M | 259,782 | 1.05% | 3q | +50.0%+$2.4M |
| Snowden Capital Advisors LLC | $7.0M | 254,110 | 0.17% | 7q | +4.1%+$276.4K |
| WJ Wealth Management, LLC | $6.9M | 249,361 | 2.72% | 3q | +6.9%+$446.0K |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $6.6M | 238,249 | 3.03% | 3q | +14.3%+$826.2K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $6.5M | 234,127 | 0.80% | 7q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.2M | 224,926 | 0.25% | 5q | +1.8%+$110.6K |
| DAVENPORT & Co LLC | $5.9M | 212,182 | 0.03% | 7q | +13.7%+$705.1K |
| Vivid Wealth Management, LLC | $5.8M | 209,283 | 2.04% | 6q | +1.9%+$107.2K |
| Visionary Wealth Advisors | $5.8M | 208,163 | 0.23% | 7q | +15.2%+$758.4K |
| Concurrent Investment Advisors, LLC | $5.7M | 205,977 | 0.05% | 4q | -0.7%-$39.9K |
| Lionsbridge Wealth Management LLC | $5.7M | 204,428 | 5.55% | 5q | -5.0%-$298.8K |
| Almanack Investment Partners, LLC. | $5.6M | 203,864 | 0.72% | new | NEW |
| CITADEL ADVISORS LLC | $5.5M CALL+PUT | options only | 0.00% | 7q | OPTIONS |
| Benchmark Financial Wealth Advisors, LLC | $5.5M | 198,482 | 1.35% | 3q | +10.3%+$511.7K |
| Parallel Advisors, LLC | $5.3M | 191,003 | 0.08% | 6q | +11.3%+$535.7K |
| PlanVest Financial, Inc | $5.2M | 187,033 | 3.46% | 2q | +0.7%+$35.9K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $5.0M | 180,988 | 1.57% | 3q | +11.6%+$521.8K |
| Clark Wealth Partners | $4.9M | 176,748 | 2.76% | 6q | +1700.6%+$4.6M |
| ARQ WEALTH ADVISORS, LLC | $4.9M | 176,666 | 0.60% | 7q | +45.0%+$1.5M |
| Private Advisor Group, LLC | $4.7M | 171,410 | 0.02% | 5q | +8.8%+$382.0K |
| SteelPeak Wealth, LLC | $4.7M | 169,427 | 0.12% | 5q | HELD |
| Sun Financial Inc | $4.6M | 165,189 | 2.18% | 3q | +12.4%+$508.7K |
| Brick & Kyle, Associates | $4.3M | 180,280 | 1.42% | 6q | HELD |
| Financial Designs Corp | $4.3M | 155,502 | 2.30% | 3q | -5.1%-$232.3K |
| HighPoint Advisor Group LLC | $4.3M | 155,338 | 0.15% | 3q | +4.2%+$172.6K |
| Financial Enhancement Group LLC | $4.2M | 152,047 | 0.50% | 5q | +5.8%+$229.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $4.2M | 150,512 | 0.16% | 4q | +59.1%+$1.5M |
| JANE STREET GROUP, LLC | $4.1M CALL | options only | 0.00% | 4q | OPTIONS |
| CAPTRUST FINANCIAL ADVISORS | $3.8M | 135,697 | 0.01% | 7q | +22.6%+$692.0K |
| MPWM ADVISORY SOLUTIONS, LLC | $3.7M | 134,400 | 1.70% | 3q | +7.9%+$271.3K |
| Federation des caisses Desjardins du Quebec | $3.4M | 121,264 | 0.01% | 7q | +15.6%+$453.3K |
| Meridian Wealth Management, LLC | $3.3M | 120,104 | 0.10% | 4q | -5.9%-$209.0K |
Showing the largest 100 of 334 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 129 | $696.5M | 25,013,013 | 8 | 50 | 37 | 0.0% |
| Q2 2026 | 334 | $2.2B | 77,963,090 | 38 | 155 | 73 | 0.9% |
| Q1 2026 | 322 | $1.8B | 73,062,794 | 52 | 149 | 65 | 1.0% |
| Q4 2025 | 299 | $1.6B | 63,861,749 | 68 | 150 | 25 | 0.7% |
| Q3 2025 | 247 | $1.0B | 39,772,157 | 103 | 108 | 15 | 1.7% |
| Q2 2025 | 152 | $540.6M | 23,541,193 | 53 | 69 | 10 | 1.1% |
| Q1 2025 | 111 | $237.7M | 13,009,056 | 36 | 47 | 13 | 0.5% |
| Q4 2024 | 88 | $172.8M | 8,590,891 | 81 | 0 | 0 | 0.6% |