7 institutions reported holding $32.3M of TIDAL TRUST I (SDEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sound Income Strategies, LLC ($31.5M), Atria Investments, Inc ($526,642), Farther Finance Advisors, LLC ($222,719), Key Capital Management, INC ($75,623), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($9,609). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $31.5M | 1.8M | Added |
| 2 | Atria Investments, Inc | $526,642 | 30,043 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $222,719 | 12,705 | Trimmed |
| 4 | Key Capital Management, INC | $75,623 | 4,314 | Trimmed |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9,609 | 550 | Hold |
| 6 | AE Wealth Management LLC | $5,177 | 295 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30