Who Owns TIDAL TRUST I (HFGM)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $104.7M of TIDAL TRUST I (HFGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tactive Advisors, LLC ($13.0M), Insight Wealth Strategies, LLC ($11.4M), Weil Company, Inc. ($10.0M), MATHER GROUP, LLC. ($7.2M), HighTower Advisors, LLC ($7.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Tactive Advisors, LLC$13.0M426,576Added
2Insight Wealth Strategies, LLC$11.4M376,670Added
3Weil Company, Inc.$10.0M327,272Added
4MATHER GROUP, LLC.$7.2M236,633Added
5HighTower Advisors, LLC$7.1M233,800Added
6Brookwood Investment Group LLC$6.2M204,511Trimmed
7Wealthcare Advisory Partners LLC$6.1M198,552Trimmed
8Encompass More Asset Management$5.7M185,377Added
9Corient Private Wealth LLC$4.4M144,479Trimmed
10CLG LLC$3.3M106,627Trimmed
11GenTrust, LLC$3.1M101,854Added
12INVENIO WEALTH PARTNERS LLC$3.0M99,527Added
13Focus Partners Advisor Solutions, LLC$2.5M83,178Added
14Brady Martz Wealth Solutions, LLC$2.5M83,178Added
15COMPASS FINANCIAL MANAGEMENT LLC$2.3M75,326New
16TRUIST FINANCIAL CORP$1.9M62,442Trimmed
17Arrowroot Family Office, LLC$1.9M61,750Added
18ENVESTNET ASSET MANAGEMENT INC$1.8M60,026Trimmed
19Accurate Wealth Management, LLC$1.8M57,888Added
20Magnolia Private Wealth, LLC$1.4M44,724Added
21Arete Wealth Advisors, LLC$1.3M43,811Added
22Oregon Pacific Wealth Management, LLC$1.3M42,023Trimmed
23RHS Financial, LLC$1.2M39,888Added
24Quantinno Capital Management LP$1.2M37,700New
25JANE STREET GROUP, LLC$768,57025,166New

Source: SEC Form 13F filings · as of 2026-06-30