Who Owns TIDAL TRUST I (AWTM)? -- Institutional Holders (2026-03-31)
33 institutions reported holding $36.4M of TIDAL TRUST I (AWTM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookwood Investment Group LLC ($7.3M), MATHER GROUP, LLC. ($4.3M), Authentikos Wealth Advisory, LLC ($3.5M), CLG LLC ($3.1M), SMART Wealth LLC ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Brookwood Investment Group LLC | $7.3M | 347,112 | Trimmed |
| 2 | MATHER GROUP, LLC. | $4.3M | 185,657 | New |
| 3 | Authentikos Wealth Advisory, LLC | $3.5M | 171,039 | Trimmed |
| 4 | CLG LLC | $3.1M | 144,764 | New |
| 5 | SMART Wealth LLC | $3.0M | 143,077 | Trimmed |
| 6 | Orion Porfolio Solutions, LLC | $2.8M | 151,600 | Trimmed |
| 7 | SIMPLEX TRADING, LLC | $1.7M | 71,900 | Added |
| 8 | IMC-Chicago, LLC | $1.4M | 60,700 | Trimmed |
| 9 | Tactive Advisors, LLC | $1.4M | 64,288 | Added |
| 10 | GROUP ONE TRADING LLC | $1.2M | 48,500 | Trimmed |
| 11 | Brookstone Capital Management | $862,098 | 41,791 | New |
| 12 | GOLDMAN SACHS GROUP INC | $853,929 | 41,395 | New |
| 13 | Wealthcare Advisory Partners LLC | $850,294 | 38,025 | New |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $829,593 | 35,740 | New |
| 15 | Brady Martz Wealth Solutions, LLC | $523,761 | 24,846 | New |
| 16 | Focus Partners Advisor Solutions, LLC | $523,761 | 24,846 | New |
| 17 | MORGAN STANLEY | $372,996 | 18,153 | Added |
| 18 | AE Wealth Management LLC | $354,024 | 17,162 | Added |
| 19 | LaSalle St. Investment Advisors, LLC | $345,276 | 14,875 | New |
| 20 | Summit Global Investments | $318,000 | 13,692 | New |
| 21 | JANE STREET GROUP, LLC | $300,385 | 12,941 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $259,046 | 13,966 | New |
| 23 | Fiscal Wisdom Wealth Management, LLC | $206,814 | 11,150 | New |
| 24 | NATIONAL BANK OF CANADA /FI/ | $63,238 | 2,800 | New |
| 25 | UBS Group AG | $18,919 | 925 | Added |
Source: SEC Form 13F filings · as of 2026-03-31