18 institutions reported holding $65.7M of TIDAL TRUST I (HFGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tactive Advisors, LLC ($13.0M), Insight Wealth Strategies, LLC ($11.4M), MATHER GROUP, LLC. ($7.2M), Brookwood Investment Group LLC ($6.2M), Wealthcare Advisory Partners LLC ($6.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tactive Advisors, LLC | $13.0M | 426,576 | Added |
| 2 | Insight Wealth Strategies, LLC | $11.4M | 376,670 | Added |
| 3 | MATHER GROUP, LLC. | $7.2M | 236,633 | Added |
| 4 | Brookwood Investment Group LLC | $6.2M | 204,511 | Trimmed |
| 5 | Wealthcare Advisory Partners LLC | $6.1M | 198,552 | Trimmed |
| 6 | Encompass More Asset Management | $5.7M | 185,377 | Added |
| 7 | CLG LLC | $3.3M | 106,627 | Trimmed |
| 8 | INVENIO WEALTH PARTNERS LLC | $3.0M | 99,527 | Added |
| 9 | Brady Martz Wealth Solutions, LLC | $2.5M | 83,178 | Added |
| 10 | TRUIST FINANCIAL CORP | $1.9M | 62,442 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 60,026 | Trimmed |
| 12 | Accurate Wealth Management, LLC | $1.8M | 57,888 | Added |
| 13 | Oregon Pacific Wealth Management, LLC | $1.3M | 42,023 | Trimmed |
| 14 | Summit Global Investments | $398,000 | 13,046 | Added |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $70,547 | 2,310 | New |
| 16 | SIGNATUREFD, LLC | $19,393 | 635 | New |
| 17 | AE Wealth Management LLC | $26 | 1 | New |
| 18 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30