19 institutions reported holding $68.6M of TIDAL TRUST I (YALL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Curran Financial Partners, LLC ($55.4M), Kingsview Wealth Management, LLC ($4.7M), LPL Financial LLC ($3.1M), AE Wealth Management LLC ($2.3M), Brookstone Capital Management ($965,700). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Curran Financial Partners, LLC | $55.4M | 1.3M | Trimmed |
| 2 | Kingsview Wealth Management, LLC | $4.7M | 112,301 | Added |
| 3 | LPL Financial LLC | $3.1M | 74,166 | Trimmed |
| 4 | AE Wealth Management LLC | $2.3M | 55,608 | Added |
| 5 | Brookstone Capital Management | $965,700 | 23,070 | Added |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $622,042 | 14,860 | Trimmed |
| 7 | EQUITABLE TRUST CO | $510,525 | 12,196 | Hold |
| 8 | CITADEL ADVISORS LLC | $428,521 | 10,237 | New |
| 9 | World Investment Advisors | $243,851 | 5,825 | Trimmed |
| 10 | American Financial Advisors, LLC | $201,592 | 4,816 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $43,060 | 1,029 | Trimmed |
| 12 | JPMORGAN CHASE & CO | $13,776 | 336 | New |
| 13 | VISION FINANCIAL MARKETS LLC | $13,671 | 327 | Hold |
| 14 | UBS Group AG | $5,316 | 127 | Added |
| 15 | BANK OF MONTREAL /CAN/ | $5,233 | 125 | Hold |
| 16 | Parkside Financial Bank & Trust | $307 | 7 | Hold |
| 17 | MORGAN STANLEY | $51 | 1 | Trimmed |
| 18 | Creekmur Asset Management LLC | $0 | 0 | Exited |
| 19 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31