17 institutions reported holding $41.8M of TIDAL TRUST I (ZHDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ZEGA Investments, LLC ($23.6M), Wealth Watch Advisors, INC ($5.0M), Allen Capital Group, LLC ($3.6M), Coppell Advisory Solutions LLC ($1.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | $23.6M | 1.0M | Trimmed |
| 2 | Wealth Watch Advisors, INC | $5.0M | 214,102 | Added |
| 3 | Allen Capital Group, LLC | $3.6M | 152,460 | Trimmed |
| 4 | Coppell Advisory Solutions LLC | $1.9M | 83,238 | New |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 51,429 | Added |
| 6 | Optivise Advisory Services LLC | $975,925 | 41,471 | Trimmed |
| 7 | Virtue Capital Management, LLC | $949,756 | 40,359 | Trimmed |
| 8 | Authentikos Wealth Advisory, LLC | $931,495 | 39,583 | Added |
| 9 | Royal Fund Management, LLC | $919,648 | 39,079 | Trimmed |
| 10 | CreativeOne Wealth, LLC | $568,738 | 24,168 | Trimmed |
| 11 | Nicholas Wealth, LLC. | $501,317 | 21,303 | Trimmed |
| 12 | JANE STREET GROUP, LLC | $461,617 | 19,616 | Added |
| 13 | Farther Finance Advisors, LLC | $427,837 | 18,181 | New |
| 14 | OLD MISSION CAPITAL LLC | $378,805 | 16,097 | Trimmed |
| 15 | GTS SECURITIES LLC | $306,235 | 13,013 | New |
| 16 | MORGAN STANLEY | $31 | 1 | Hold |
| 17 | WorthPointe, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30