16 institutions reported holding $33.2M of TIDAL TRUST I (SDEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sound Income Strategies, LLC ($31.5M), Atria Investments, Inc ($526,642), CITADEL ADVISORS LLC ($311,431), Foundations Investment Advisors, LLC ($270,895), JANE STREET GROUP, LLC ($227,429). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $31.5M | 1.8M | Added |
| 2 | Atria Investments, Inc | $526,642 | 30,043 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $311,431 | 17,766 | New |
| 4 | Foundations Investment Advisors, LLC | $270,895 | 15,454 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $227,429 | 12,974 | Added |
| 6 | Farther Finance Advisors, LLC | $222,719 | 12,705 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $121,393 | 6,925 | Trimmed |
| 8 | Key Capital Management, INC | $75,623 | 4,314 | Trimmed |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9,609 | 550 | Hold |
| 10 | DELTA ASSET MANAGEMENT LLC/TN | $7,538 | 430 | Hold |
| 11 | AE Wealth Management LLC | $5,177 | 295 | Added |
| 12 | UBS Group AG | $175 | 10 | Trimmed |
| 13 | MORGAN STANLEY | $32 | 1 | Trimmed |
| 14 | PMV Capital Advisers, LLC | $0 | 0 | Exited |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30