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Disclosery

RISR TIDAL TRUST I

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FOLI AL RATE ETF (fund)

58 managers (58 13F filers) reported a position in RISR shares at 2026-06-30, 4,876,511 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
58
13F filers
58
New
13
Added
26
Reduced
14
Sold out
3
Shares held by filers
4,876,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Family Investment Center, Inc.1,342,182$48.6M8.07%+145,19713F-HRTimeline
Reliant Wealth Planning467,373$16.9M4.65%+11,29913F-HRTimeline
Janney Montgomery Scott LLC320,086$11.6M0.02%+311,18613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP247,629$8.96M0.01%+35,58013F-HRTimelineGroup
Coppell Advisory Solutions LLC3,398$8.86M0.95%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC244,321$8.84M<0.01%+31,55013F-HRTimelineGroup
Farther Finance Advisors, LLC198,141$7.17M0.06%+107,40913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…169,170$6.17M0.01%+108,37913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC162,869$5.9M0.41%+11,80013F-HRTimeline
Smart Money Group LLC152,655$5.53M1.42%-5113F-HRTimeline
Private Wealth Asset Management, LLC146,484$5.31M0.51%-23813F-HRTimeline
Cambridge Investment Research Advisors,…132,413$4.79M0.01%-37,39513F-HR/ATimeline
J.W. COLE ADVISORS, INC.123,672$4.48M0.08%new13F-HRTimeline
Nvest Financial, LLC115,696$4.19M1.32%new13F-HRTimeline
Harbour Wealth Management Group, Inc.111,066$4.02M2.72%+1,97313F-HRTimeline
Berger Financial Group, Inc87,124$3.15M0.16%+3,81513F-HRTimeline
Sanctuary Advisors, LLC83,714$3.03M0.01%+8,53413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC80,439$2.91M0.01%-52813F-HRTimelineGroup
3EDGE Asset Management, LP77,769$2.82M0.13%+1,03613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …69,476$2.52M0.02%-24,68113F-HRTimelineGroup
Focus Financial Network, Inc.62,358$2.26M0.07%+39,92013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,119$2M<0.01%+6,70013F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV52,901$1.92M1.12%+36,76513F-HRTimeline
Legacy Capital Wealth Partners, LLC46,372$1.68M0.32%new13F-HRTimeline
Kingsview Wealth Management, LLC34,342$1.24M0.02%-5,01813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC27,930$1.01M0.44%new13F-HRTimeline
Turner Financial Group, Inc.23,874$864K0.86%13F-HRTimeline
BlackDiamond Wealth Management, LLC22,029$809K0.33%+7,51413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,429$776K<0.01%+83313F-HRTimelineGroup
Capital Advisors, Ltd. LLC20,115$728K0.07%-12513F-HRTimeline
Savvy Advisors, Inc.17,933$649K0.01%+11,99513F-HRTimeline
Encompass More Asset Management14,299$518K0.08%+2,06913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,911$504K0.01%+3,12513F-HRTimelineGroup
FLOW TRADERS U.S. LLC12,822$464K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,510$417K<0.01%+1,09213F-HRTimeline
Weaver Consulting Group11,050$400K0.08%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,460$379K0.03%+1,57713F-HRTimelineGroup
Sankala Group LLC10,233$377K0.25%+3,22313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,247$335K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC8,448$306K<0.01%+8,11313F-HRTimeline
Orion Porfolio Solutions, LLC8,314$301K<0.01%-188,15513F-HRTimeline
Atria Investments, Inc7,957$288K<0.01%-5313F-HRTimeline
Onyx Bridge Wealth Group LLC7,016$254K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,975$252K0.01%new13F-HRTimelineGroup
Worth Asset Management, LLC6,457$234K0.07%new13F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC6,387$231K0.65%+9513F-HRTimeline
Dunhill Financial, LLC3,437$124K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,969$107K<0.01%+8413F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1,587$57.4K0.01%-59613F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC1,335$48.3K0.01%-1813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp777$28.1K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC527$19.1K<0.01%-1,35813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC365$13.2K<0.01%new13F-HRTimeline
Triumph Capital Management200$7.24K<0.01%-4713F-HRTimeline
HARBOUR INVESTMENTS, INC.91$3.28K<0.01%-913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43$1.55K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management14$524<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$52<0.01%013F-HRTimelineGroup