Who Owns TIDAL TRUST I (BOAT)? -- Institutional Holders (2026-06-30)
33 institutions reported holding $5.7M of TIDAL TRUST I (BOAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.7M), CITIZENS FINANCIAL GROUP INC/RI ($883,925), WESTBOURNE INVESTMENTS, INC. ($647,730), ENVESTNET ASSET MANAGEMENT INC ($310,273), MML INVESTORS SERVICES, LLC ($296,922). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 45,542 | Hold |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | $883,925 | 23,067 | Hold |
| 3 | WESTBOURNE INVESTMENTS, INC. | $647,730 | 17,086 | Hold |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $310,273 | 8,184 | Added |
| 5 | MML INVESTORS SERVICES, LLC | $296,922 | 7,832 | Added |
| 6 | CITADEL ADVISORS LLC | $277,350 | 7,316 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $271,140 | 7,152 | Added |
| 8 | Balefire, LLC | $226,632 | 5,978 | Added |
| 9 | Belvedere Trading LLC | $208,505 | 5,500 | New |
| 10 | Harbor Asset Planning, Inc. | $194,585 | 5,133 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $154,965 | 4,088 | Hold |
| 12 | JPMORGAN CHASE & CO | $154,437 | 4,026 | Trimmed |
| 13 | TD Waterhouse Canada Inc. | $94,509 | 2,506 | Hold |
| 14 | Royal Bank of Canada | $68,000 | 1,793 | New |
| 15 | Farther Finance Advisors, LLC | $44,544 | 1,175 | Trimmed |
| 16 | CNB Bank | $37,910 | 1,000 | Hold |
| 17 | EverSource Wealth Advisors, LLC | $18,538 | 489 | Hold |
| 18 | MORGAN STANLEY | $16,564 | 436 | Hold |
| 19 | NATIONAL BANK OF CANADA /FI/ | $9,682 | 256 | Hold |
| 20 | SIMPLEX TRADING, LLC | $9,553 | 252 | New |
| 21 | Clearstead Advisors, LLC | $8,341 | 220 | Hold |
| 22 | IFP Advisors, Inc | $7,582 | 200 | Hold |
| 23 | UBS Group AG | $6,748 | 178 | Added |
| 24 | HARBOUR INVESTMENTS, INC. | $6,700 | 177 | Added |
| 25 | HIGHLINE WEALTH PARTNERS LLC | $1,896 | 50 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30