10 institutions reported holding $11.9M of TIDAL TRUST I (LBAY) in SEC 13F filings for 2026-06-30. Largest institutional holders: EP Wealth Advisors, LLC ($9.0M), Hyundai Investments Co., Ltd. ($585,286), BANK OF AMERICA CORP /DE/ ($455,835), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($421,812), Ethos Financial Group, LLC ($375,730). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | $9.0M | 362,787 | Trimmed |
| 2 | Hyundai Investments Co., Ltd. | $585,286 | 23,111 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $455,835 | 18,300 | Hold |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $421,812 | 16,934 | New |
| 5 | Ethos Financial Group, LLC | $375,730 | 15,084 | Trimmed |
| 6 | Apollon Wealth Management, LLC | $340,252 | 13,660 | Added |
| 7 | Capital Planning LLC | $336,399 | 13,505 | Hold |
| 8 | GTS SECURITIES LLC | $278,931 | 11,198 | Trimmed |
| 9 | UBS Group AG | $47,651 | 1,913 | Added |
| 10 | MORGAN STANLEY | $35 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30