13 institutions reported holding $125.1M of TIDAL TRUST I (DUNK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dana Investment Advisors, Inc. ($86.9M), CAPTRUST FINANCIAL ADVISORS ($12.9M), Bank of New York Mellon Corp ($6.4M), &PARTNERS ($4.8M), OSAIC HOLDINGS, INC. ($3.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | $86.9M | 3.4M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $12.9M | 507,214 | Added |
| 3 | Bank of New York Mellon Corp | $6.4M | 251,273 | Added |
| 4 | &PARTNERS | $4.8M | 188,717 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.4M | 135,497 | Added |
| 6 | Concurrent Investment Advisors, LLC | $3.3M | 131,140 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 118,012 | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 68,031 | New |
| 9 | Huntleigh Advisors, Inc. | $1.2M | 46,431 | Added |
| 10 | JANE STREET GROUP, LLC | $731,122 | 28,773 | Added |
| 11 | LPL Financial LLC | $372,536 | 14,661 | New |
| 12 | Sound Income Strategies, LLC | $328,678 | 12,935 | Hold |
| 13 | UBS Group AG | $4,752 | 187 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30