15 institutions reported holding $855.5M of TIDAL TR IV (PBPH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($844.3M), JANE STREET GROUP, LLC ($8.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.3M), MARSHALL WACE, LLP ($326,486), UBS Group AG ($80,716). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $844.3M | 31.1M | Added |
| 2 | JANE STREET GROUP, LLC | $8.4M | 308,409 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 85,425 | Trimmed |
| 4 | MARSHALL WACE, LLP | $326,486 | 12,012 | New |
| 5 | UBS Group AG | $80,716 | 2,970 | Added |
| 6 | CX Institutional | $29,000 | 1,068 | New |
| 7 | Allworth Financial LP | $18,943 | 697 | New |
| 8 | JONES FINANCIAL COMPANIES LLLP | $12,603 | 464 | New |
| 9 | MORGAN STANLEY | $7,392 | 272 | New |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 11 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 12 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 13 | Key Financial Inc | $0 | 0 | Exited |
| 14 | PNC Financial Services Group, Inc. | $0 | 0 | Exited |
| 15 | Parallel Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30