11 institutions reported holding $695.5M of TIDAL TRUST I (GSPY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gotham Asset Management, LLC ($688.9M), Bedel Financial Consulting, Inc. ($2.4M), Miller Investment Management, LP ($1.6M), CITADEL ADVISORS LLC ($772,867), UBS Group AG ($666,652). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | $688.9M | 17.0M | Trimmed |
| 2 | Bedel Financial Consulting, Inc. | $2.4M | 58,197 | Added |
| 3 | Miller Investment Management, LP | $1.6M | 40,578 | Hold |
| 4 | CITADEL ADVISORS LLC | $772,867 | 19,036 | Trimmed |
| 5 | UBS Group AG | $666,652 | 16,420 | Added |
| 6 | Pasadena Private Wealth, LLC | $656,391 | 16,167 | Hold |
| 7 | Tower Research Capital LLC (TRC) | $531,945 | 13,102 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $13,601 | 335 | New |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12,730 | 314 | Added |
| 10 | OSAIC HOLDINGS, INC. | $4,060 | 100 | Hold |
| 11 | Lifetime Wealth Management P.C. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30