12 institutions reported holding $606.9M of TIDAL TRUST I (GSPY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Gotham Asset Management, LLC ($600.7M), Bedel Financial Consulting, Inc. ($2.1M), Miller Investment Management, LP ($1.4M), Lifetime Wealth Management P.C. ($938,860), CITADEL ADVISORS LLC ($775,589). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | $600.7M | 17.0M | Added |
| 2 | Bedel Financial Consulting, Inc. | $2.1M | 58,145 | Trimmed |
| 3 | Miller Investment Management, LP | $1.4M | 40,578 | Hold |
| 4 | Lifetime Wealth Management P.C. | $938,860 | 26,534 | Added |
| 5 | CITADEL ADVISORS LLC | $775,589 | 21,920 | Added |
| 6 | Pasadena Private Wealth, LLC | $572,037 | 16,167 | Hold |
| 7 | Tower Research Capital LLC (TRC) | $373,500 | 10,556 | New |
| 8 | UBS Group AG | $115,207 | 3,256 | Trimmed |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9,077 | 257 | Added |
| 10 | OSAIC HOLDINGS, INC. | $3,538 | 100 | Hold |
| 11 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 12 | Summit Trail Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31