15 institutions reported holding $22.8M of TIDAL TRUST I (SGRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SMART Wealth LLC ($9.0M), Brookstone Capital Management ($5.0M), Authentikos Wealth Advisory, LLC ($4.0M), HERBST GROUP, LLC ($1.8M), AE Wealth Management LLC ($815,158). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SMART Wealth LLC | $9.0M | 240,266 | Added |
| 2 | Brookstone Capital Management | $5.0M | 133,917 | Added |
| 3 | Authentikos Wealth Advisory, LLC | $4.0M | 106,696 | Trimmed |
| 4 | HERBST GROUP, LLC | $1.8M | 48,646 | New |
| 5 | AE Wealth Management LLC | $815,158 | 21,738 | Added |
| 6 | Kovack Advisors, Inc. | $768,750 | 20,500 | New |
| 7 | BROWN ADVISORY INC | $714,300 | 19,048 | Added |
| 8 | JANE STREET GROUP, LLC | $209,288 | 5,581 | New |
| 9 | Advisory Alpha, LLC | $200,944 | 5,358 | New |
| 10 | Quest 10 Wealth Builders, Inc. | $187,388 | 4,997 | Added |
| 11 | Royal Bank of Canada | $38,000 | 1,000 | New |
| 12 | Smartleaf Asset Management LLC | $32,058 | 880 | Hold |
| 13 | UBS Group AG | $16,500 | 440 | New |
| 14 | MORGAN STANLEY | $7,463 | 199 | Trimmed |
| 15 | Plante Moran Financial Advisors, LLC | $1,313 | 35 | New |
Source: SEC Form 13F filings · as of 2026-06-30