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

121 institutions reported holding $304.9M of TIDAL TRUST (AIS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($37.8M), Gradient Investments LLC ($33.8M), MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($28.9M), Beaumont Financial Advisors, LLC ($27.3M), Tyche Wealth Partners LLC ($12.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$37.8M443,558Added
2Gradient Investments LLC$33.8M396,371New
3MAINSTAY CAPITAL MANAGEMENT LLC /ADV$28.9M338,658New
4Beaumont Financial Advisors, LLC$27.3M320,441Trimmed
5Tyche Wealth Partners LLC$12.2M143,420Added
6MARSHALL WACE, LLP$9.6M112,502Added
7NewEdge Advisors, LLC$8.5M99,051Added
8FWG Holdings, LLC$7.4M110,584Trimmed
9CITADEL ADVISORS LLC$7.3M85,493Trimmed
10MML INVESTORS SERVICES, LLC$7.0M82,119Added
11SFI Advisors, LLC$6.8M79,632Trimmed
12Carter Financial Group, INC.$6.7M78,482Added
13MATHER GROUP, LLC.$5.2M61,272Added
14Noble Wealth Management PBC$5.0M58,079Added
15ENVESTNET ASSET MANAGEMENT INC$4.8M55,722New
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.4M51,757New
17Cambridge Investment Research Advisors, Inc.$4.1M48,559Added
18Berbice Capital Management LLC$4.0M46,611Added
19Mattson Financial Services, LLC$3.9M57,796New
20Kingsview Wealth Management, LLC$3.9M45,262New
21GTS SECURITIES LLC$3.6M41,631Trimmed
22Brookwood Investment Group LLC$3.5M41,564Added
23Arax Advisory Partners$3.3M38,500New
24JANE STREET GROUP, LLC$3.3M38,481Trimmed
25Bleakley Financial Group, LLC$3.2M37,689New

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