18 institutions reported holding $74.7M of Tappalpha Innov 100 GR And Da In ETF (TDAQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Clear Street Group Inc. ($56.5M), Summit Financial, LLC ($7.7M), Stegent Equity Advisors, Inc. ($3.7M), Concurrent Investment Advisors, LLC ($2.7M), Integrated Wealth Concepts LLC ($883,919). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Clear Street Group Inc. | $56.5M | 2.0M | Added |
| 2 | Summit Financial, LLC | $7.7M | 271,978 | Added |
| 3 | Stegent Equity Advisors, Inc. | $3.7M | 129,539 | New |
| 4 | Concurrent Investment Advisors, LLC | $2.7M | 94,611 | Added |
| 5 | Integrated Wealth Concepts LLC | $883,919 | 31,124 | New |
| 6 | Chicago Partners Investment Group LLC | $589,916 | 22,405 | New |
| 7 | Wealthcare Advisory Partners LLC | $522,802 | 18,409 | Added |
| 8 | PFG Investments, LLC | $461,137 | 16,237 | New |
| 9 | HRT FINANCIAL LP | $454,000 | 16,004 | Trimmed |
| 10 | Milestone Asset Management Group, LLC | $369,988 | 13,028 | Hold |
| 11 | BROWN ADVISORY INC | $346,707 | 12,208 | New |
| 12 | GTS SECURITIES LLC | $205,786 | 7,246 | Trimmed |
| 13 | COMPASS FINANCIAL MANAGEMENT LLC | $142,000 | 5,000 | New |
| 14 | Steward Partners Investment Advisory, LLC | $118,201 | 4,162 | Hold |
| 15 | UBS Group AG | $10,025 | 353 | Added |
| 16 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 17 | Kingsview Wealth Management, LLC | $0 | 0 | Exited |
| 18 | PIN OAK INVESTMENT ADVISORS INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30