Who Owns TIDAL TRUST I (NANC)? -- Institutional Holders (2026-06-30)
59 institutions reported holding $8.0M of TIDAL TRUST I (NANC) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($1.3M), CITADEL ADVISORS LLC ($1.2M), RAYMOND JAMES FINANCIAL INC ($970,346), BANK OF MONTREAL /CAN/ ($726,658), Mutual Advisors, LLC ($623,515). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $1.3M | 26,331 | Added |
| 2 | CITADEL ADVISORS LLC | $1.2M | 23,722 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $970,346 | 19,173 | Added |
| 4 | BANK OF MONTREAL /CAN/ | $726,658 | 14,358 | Trimmed |
| 5 | Mutual Advisors, LLC | $623,515 | 12,320 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $513,000 | 10,142 | Added |
| 7 | Concurrent Investment Advisors, LLC | $430,136 | 8,499 | New |
| 8 | LAKE STREET PRIVATE WEALTH, LLC | $426,187 | 8,421 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $313,883 | 6,202 | Trimmed |
| 10 | HighTower Advisors, LLC | $281,594 | 5,564 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $276,685 | 5,467 | Added |
| 12 | Royal Bank of Canada | $213,000 | 4,217 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $196,063 | 3,874 | Added |
| 14 | Geneos Wealth Management Inc. | $118,883 | 2,349 | Hold |
| 15 | MORGAN STANLEY | $63,718 | 1,259 | Hold |
| 16 | Continuum Advisory, LLC | $52,786 | 1,043 | New |
| 17 | Friedenthal Financial | $30,125 | 595 | Hold |
| 18 | Concord Wealth Partners | $23,230 | 459 | New |
| 19 | OSAIC HOLDINGS, INC. | $22,289 | 440 | New |
| 20 | GoalVest Advisory LLC | $17,967 | 355 | Hold |
| 21 | Larson Financial Group LLC | $16,145 | 319 | Hold |
| 22 | North Star Investment Management Corp. | $16,099 | 318 | Added |
| 23 | Kingdom Financial Group LLC. | $15,132 | 299 | New |
| 24 | United Financial Planning Group LLC | $13,947 | 276 | Hold |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12,653 | 250 | Added |
Source: SEC Form 13F filings · as of 2026-06-30