Filing Research | TIDAL TRUST I Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Tactive Advisors, LLC	Shares	426.6KSH	$13.0M
2	Insight Wealth Strategies, LLC	Shares	376.7KSH	$11.4M
3	Brookwood Investment Group LLC	Shares	204.5KSH	$6.2M
4	Wealthcare Advisory Partners LLC	Shares	198.6KSH	$6.1M
5	Encompass More Asset Management	Shares	185.4KSH	$5.7M
6	CLG LLC	Shares	106.6KSH	$3.3M
7	Brady Martz Wealth Solutions, LLC	Shares	83.2KSH	$2.5M
8	Accurate Wealth Management, LLC	Shares	57.9KSH	$1.8M
9	Oregon Pacific Wealth Management, LLC	Shares	42.0KSH	$1.3M
10	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.3KSH	$70.5K
11	SIGNATUREFD, LLC	Shares	635SH	$19.4K

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Insight Wealth Strategies, LLC added	Shares	+325.6K	+$9.7M	$11.4M
2	Tactive Advisors, LLC added	Shares	+253.4K	+$7.5M	$13.0M
3	Encompass More Asset Management added	Shares	+128.8K	+$3.8M	$5.7M
4	Accurate Wealth Management, LLC added	Shares	+22.6K	+$632.1K	$1.8M
5	Brady Martz Wealth Solutions, LLC added	Shares	+14.9K	+$350.9K	$2.5M
6	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+2.3K	+$70.5K	$70.5K
7	SIGNATUREFD, LLC new	Shares	+635	+$19.4K	$19.4K
8	Global Wealth Strategies & Associates exited	Shares	-76	-$2.4K	$0
9	Oregon Pacific Wealth Management, LLC trimmed	Shares	-373	-$75.8K	$1.3M
10	CLG LLC trimmed	Shares	-1.6K	-$214.8K	$3.3M
11	Wealthcare Advisory Partners LLC trimmed	Shares	-15.0K	-$782.2K	$6.1M
12	Brookwood Investment Group LLC trimmed	Shares	-16.4K	-$837.1K	$6.2M

Filing Research | TIDAL TRUST I Institutional Holdings