18 institutions reported holding $18.3M of TIDAL TRUST I (HFND) in SEC 13F filings for 2026-06-30. Largest institutional holders: AXXCESS WEALTH MANAGEMENT, LLC ($2.8M), Darwin Wealth Management, LLC ($2.8M), MATHER GROUP, LLC. ($2.8M), CARY STREET PARTNERS FINANCIAL LLC ($2.4M), Arete Wealth Advisors, LLC ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AXXCESS WEALTH MANAGEMENT, LLC | $2.8M | 113,178 | New |
| 2 | Darwin Wealth Management, LLC | $2.8M | 113,177 | Added |
| 3 | MATHER GROUP, LLC. | $2.8M | 112,891 | Trimmed |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $2.4M | 96,542 | New |
| 5 | Arete Wealth Advisors, LLC | $2.1M | 86,284 | Added |
| 6 | Arrowroot Family Office, LLC | $1.8M | 75,272 | Trimmed |
| 7 | Empire Financial Management Company, LLC | $1.0M | 42,343 | New |
| 8 | Fermata Advisors, LLC | $936,935 | 38,190 | Added |
| 9 | Oregon Pacific Wealth Management, LLC | $359,362 | 14,648 | Added |
| 10 | FIFTH THIRD BANCORP | $324,591 | 13,231 | Hold |
| 11 | Accurate Wealth Management, LLC | $267,519 | 10,917 | New |
| 12 | GTS SECURITIES LLC | $265,594 | 10,826 | Trimmed |
| 13 | Clark Asset Management, LLC | $229,434 | 9,352 | Hold |
| 14 | COMPASS FINANCIAL MANAGEMENT LLC | $100,674 | 4,104 | New |
| 15 | Farther Finance Advisors, LLC | $70,508 | 2,874 | Trimmed |
| 16 | Royal Bank of Canada | $8,000 | 314 | New |
| 17 | UBS Group AG | $0 | 0 | Exited |
| 18 | Osbon Capital Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30