7 institutions reported holding $30.0M of TIDAL TRUST I (ZHDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ZEGA Investments, LLC ($23.6M), Allen Capital Group, LLC ($3.6M), Optivise Advisory Services LLC ($975,925), Royal Fund Management, LLC ($919,648), Nicholas Wealth, LLC. ($501,317). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | $23.6M | 1.0M | Trimmed |
| 2 | Allen Capital Group, LLC | $3.6M | 152,460 | Trimmed |
| 3 | Optivise Advisory Services LLC | $975,925 | 41,471 | Trimmed |
| 4 | Royal Fund Management, LLC | $919,648 | 39,079 | Trimmed |
| 5 | Nicholas Wealth, LLC. | $501,317 | 21,303 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $427,837 | 18,181 | New |
| 7 | WorthPointe, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30