GVLU — Tidal Trust I Institutional Holders · Q2 2026
Who owns Tidal Trust I (GVLU)? 17 institutions reported holding $150.36M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Gotham Asset Management, LLC ($120.8M), Chemistry Wealth Management LLC ($8.4M), HighTower Advisors, LLC ($6.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | $120.8M | 4.6M | Added |
| 2 | Chemistry Wealth Management LLC | $8.4M | 317,776 | Added |
| 3 | HighTower Advisors, LLC | $6.3M | 237,252 | Hold |
| 4 | Carnegie Investment Counsel | $4.4M | 165,364 | Added |
| 5 | UBS Group AG | $3.4M | 129,951 | Trimmed |
| 6 | LPL Financial LLC | $1.7M | 64,124 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $1.1M | 40,000 | Hold |
| 8 | Fiduciary Alliance LLC | $924,894 | 35,040 | Added |
| 9 | Centric Wealth Management | $892,119 | 34,188 | Hold |
| 10 | BENJAMIN EDWARDS INC | $801,375 | 30,361 | Trimmed |
| 11 | ZEGA Investments, LLC | $663,998 | 25,156 | Added |
| 12 | Maridea Wealth Management LLC | $468,220 | 17,739 | Added |
| 13 | OSAIC HOLDINGS, INC. | $239,503 | 9,072 | Added |
| 14 | Sankala Group LLC | $194,988 | 6,754 | Added |
| 15 | Hara Capital LLC | $166,554 | 6,310 | Trimmed |
| 16 | MORGAN STANLEY | $6,948 | 263 | Added |
| 17 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30