12 institutions reported holding $12.9M of TIDAL TRUST I (HFEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookwood Investment Group LLC ($7.5M), Corient Private Wealth LLC ($3.1M), Focus Partners Advisor Solutions, LLC ($611,231), Brady Martz Wealth Solutions, LLC ($611,231), HRT FINANCIAL LP ($410,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | $7.5M | 305,300 | Trimmed |
| 2 | Corient Private Wealth LLC | $3.1M | 124,348 | Hold |
| 3 | Focus Partners Advisor Solutions, LLC | $611,231 | 24,846 | Hold |
| 4 | Brady Martz Wealth Solutions, LLC | $611,231 | 24,846 | Hold |
| 5 | HRT FINANCIAL LP | $410,000 | 16,685 | New |
| 6 | Wealthcare Advisory Partners LLC | $399,197 | 16,227 | Added |
| 7 | GTS SECURITIES LLC | $259,344 | 10,542 | New |
| 8 | NATIONAL BANK OF CANADA /FI/ | $18,315 | 750 | Hold |
| 9 | UBS Group AG | $14,564 | 592 | Trimmed |
| 10 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 11 | Tactive Advisors, LLC | $0 | 0 | Exited |
| 12 | CLG LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30