18 institutions reported holding $134.5M of TIDAL TRUST I (GVLU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Gotham Asset Management, LLC ($105.7M), Chemistry Wealth Management LLC ($7.6M), HighTower Advisors, LLC ($6.0M), Carnegie Investment Counsel ($3.9M), UBS Group AG ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | $105.7M | 4.2M | Added |
| 2 | Chemistry Wealth Management LLC | $7.6M | 300,640 | Added |
| 3 | HighTower Advisors, LLC | $6.0M | 237,252 | Hold |
| 4 | Carnegie Investment Counsel | $3.9M | 154,147 | Added |
| 5 | UBS Group AG | $3.6M | 143,146 | Added |
| 6 | LPL Financial LLC | $1.8M | 70,974 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $1.0M | 40,000 | Hold |
| 8 | Centric Wealth Management | $892,119 | 34,188 | Trimmed |
| 9 | Fiduciary Alliance LLC | $871,629 | 33,653 | Trimmed |
| 10 | BENJAMIN EDWARDS INC | $771,186 | 30,461 | Added |
| 11 | GTS SECURITIES LLC | $726,627 | 28,700 | New |
| 12 | ZEGA Investments, LLC | $628,026 | 24,806 | New |
| 13 | Maridea Wealth Management LLC | $292,144 | 11,539 | Added |
| 14 | Hara Capital LLC | $253,428 | 10,010 | Trimmed |
| 15 | Sankala Group LLC | $166,950 | 6,662 | Added |
| 16 | OSAIC HOLDINGS, INC. | $161,443 | 6,376 | Added |
| 17 | MORGAN STANLEY | $6,633 | 262 | Hold |
| 18 | Tidal Investments LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31