9 institutions reported holding $34.9M of TIDAL TRUST I (UPAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAI Capital Management ($33.4M), 46 Peaks LLC ($778,480), Brookwood Investment Group LLC ($202,763), Fermata Advisors, LLC ($178,999), ZEGA Investments, LLC ($165,763). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MAI Capital Management | $33.4M | 2.1M | New |
| 2 | 46 Peaks LLC | $778,480 | 48,097 | Trimmed |
| 3 | Brookwood Investment Group LLC | $202,763 | 12,524 | Added |
| 4 | Fermata Advisors, LLC | $178,999 | 11,059 | Added |
| 5 | ZEGA Investments, LLC | $165,763 | 10,241 | New |
| 6 | Farther Finance Advisors, LLC | $130,521 | 8,064 | New |
| 7 | TD Waterhouse Canada Inc. | $32,105 | 2,000 | New |
| 8 | FIDUCIARY FINANCIAL ADVISORS | $11,735 | 726 | New |
| 9 | EVOKE WEALTH, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30