Who Owns TIDAL TRUST I (HFGM)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $104.7M of TIDAL TRUST I (HFGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tactive Advisors, LLC ($13.0M), Insight Wealth Strategies, LLC ($11.4M), Weil Company, Inc. ($10.0M), MATHER GROUP, LLC. ($7.2M), HighTower Advisors, LLC ($7.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tactive Advisors, LLC | $13.0M | 426,576 | Added |
| 2 | Insight Wealth Strategies, LLC | $11.4M | 376,670 | Added |
| 3 | Weil Company, Inc. | $10.0M | 327,272 | Added |
| 4 | MATHER GROUP, LLC. | $7.2M | 236,633 | Added |
| 5 | HighTower Advisors, LLC | $7.1M | 233,800 | Added |
| 6 | Brookwood Investment Group LLC | $6.2M | 204,511 | Trimmed |
| 7 | Wealthcare Advisory Partners LLC | $6.1M | 198,552 | Trimmed |
| 8 | Encompass More Asset Management | $5.7M | 185,377 | Added |
| 9 | Corient Private Wealth LLC | $4.4M | 144,479 | Trimmed |
| 10 | CLG LLC | $3.3M | 106,627 | Trimmed |
| 11 | GenTrust, LLC | $3.1M | 101,854 | Added |
| 12 | INVENIO WEALTH PARTNERS LLC | $3.0M | 99,527 | Added |
| 13 | Focus Partners Advisor Solutions, LLC | $2.5M | 83,178 | Added |
| 14 | Brady Martz Wealth Solutions, LLC | $2.5M | 83,178 | Added |
| 15 | COMPASS FINANCIAL MANAGEMENT LLC | $2.3M | 75,326 | New |
| 16 | TRUIST FINANCIAL CORP | $1.9M | 62,442 | Trimmed |
| 17 | Arrowroot Family Office, LLC | $1.9M | 61,750 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 60,026 | Trimmed |
| 19 | Accurate Wealth Management, LLC | $1.8M | 57,888 | Added |
| 20 | Magnolia Private Wealth, LLC | $1.4M | 44,724 | Added |
| 21 | Arete Wealth Advisors, LLC | $1.3M | 43,811 | Added |
| 22 | Oregon Pacific Wealth Management, LLC | $1.3M | 42,023 | Trimmed |
| 23 | RHS Financial, LLC | $1.2M | 39,888 | Added |
| 24 | Quantinno Capital Management LP | $1.2M | 37,700 | New |
| 25 | JANE STREET GROUP, LLC | $768,570 | 25,166 | New |
Source: SEC Form 13F filings · as of 2026-06-30