5 institutions reported holding $15.1M of TIDAL TRUST I (GVLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Chemistry Wealth Management LLC ($8.4M), Carnegie Investment Counsel ($4.4M), Fiduciary Alliance LLC ($924,894), BENJAMIN EDWARDS INC ($801,375), ZEGA Investments, LLC ($663,998). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Chemistry Wealth Management LLC | $8.4M | 317,776 | Added |
| 2 | Carnegie Investment Counsel | $4.4M | 165,364 | Added |
| 3 | Fiduciary Alliance LLC | $924,894 | 35,040 | Added |
| 4 | BENJAMIN EDWARDS INC | $801,375 | 30,361 | Trimmed |
| 5 | ZEGA Investments, LLC | $663,998 | 25,156 | Added |
Source: SEC Form 13F filings · as of 2026-06-30