19 institutions reported holding $24.5M of TIDAL TRUST I (SDEI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sound Income Strategies, LLC ($21.8M), Atria Investments, Inc ($1.0M), Foundations Investment Advisors, LLC ($333,710), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($324,191), CITADEL ADVISORS LLC ($308,082). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $21.8M | 790,244 | Trimmed |
| 2 | Atria Investments, Inc | $1.0M | 36,468 | Added |
| 3 | Foundations Investment Advisors, LLC | $333,710 | 12,139 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $324,191 | 11,793 | New |
| 5 | CITADEL ADVISORS LLC | $308,082 | 11,207 | New |
| 6 | Farther Finance Advisors, LLC | $257,569 | 9,358 | Trimmed |
| 7 | Virtu Financial LLC | $220,000 | 8,000 | Trimmed |
| 8 | Key Capital Management, INC | $157,243 | 5,720 | Added |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $48,169 | 1,750 | Trimmed |
| 10 | UBS Group AG | $33,620 | 1,223 | Added |
| 11 | Hilton Head Capital Partners, LLC | $28,837 | 1,049 | New |
| 12 | AE Wealth Management LLC | $19,885 | 723 | Added |
| 13 | Legacy Wealth Managment, LLC/ID | $6,681 | 243 | New |
| 14 | HARBOUR INVESTMENTS, INC. | $4,398 | 160 | Hold |
| 15 | JPMORGAN CHASE & CO | $2,971 | 110 | New |
| 16 | PMV Capital Advisers, LLC | $786 | 29 | New |
| 17 | VANGUARD ADVISERS INC | $56 | 2 | New |
| 18 | MORGAN STANLEY | $41 | 1 | New |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31