17 institutions reported holding $14.9M of TIDAL TRUST I (HFND) in SEC 13F filings for 2026-03-31. Largest institutional holders: MATHER GROUP, LLC. ($6.4M), Arrowroot Family Office, LLC ($2.9M), Darwin Wealth Management, LLC ($2.6M), Fermata Advisors, LLC ($852,010), Arete Wealth Advisors, LLC ($528,141). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $6.4M | 273,668 | New |
| 2 | Arrowroot Family Office, LLC | $2.9M | 123,777 | Added |
| 3 | Darwin Wealth Management, LLC | $2.6M | 110,428 | Trimmed |
| 4 | Fermata Advisors, LLC | $852,010 | 36,709 | Added |
| 5 | Arete Wealth Advisors, LLC | $528,141 | 22,755 | Added |
| 6 | January Capital Advisors LLC | $382,638 | 16,486 | New |
| 7 | GTS SECURITIES LLC | $376,977 | 16,242 | New |
| 8 | Oregon Pacific Wealth Management, LLC | $338,447 | 14,582 | Trimmed |
| 9 | FIFTH THIRD BANCORP | $307,083 | 13,231 | New |
| 10 | Clark Asset Management, LLC | $217,059 | 9,352 | Hold |
| 11 | Farther Finance Advisors, LLC | $86,274 | 3,698 | Trimmed |
| 12 | Osbon Capital Management LLC | $27,117 | 1,168 | Hold |
| 13 | UBS Group AG | $14,135 | 609 | New |
| 14 | ASSETMARK, INC | $0 | 0 | Exited |
| 15 | Miller Global Investments, LLC | $0 | 0 | Exited |
| 16 | JONES FINANCIAL COMPANIES LLLP | $0 | 0 | Exited |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31