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Disclosery

RISR TIDAL TRUST I

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FOLI AL RATE ETF (fund)

48 managers (48 13F filers) reported a position in RISR shares at 2026-03-31, 3,885,468 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
48
13F filers
48
New
10
Added
22
Reduced
12
Sold out
7
Shares held by filers
3,885,468

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.1,196,985$43.4M8.34%+292,93613F-HRTimeline
Reliant Wealth Planning456,074$16.5M4.99%+14,65713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC212,771$7.71M<0.01%+104,95513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP212,049$7.68M0.01%+10,07713F-HRTimelineGroup
Orion Porfolio Solutions, LLC196,469$7.12M0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…169,808$6.15M0.02%+61,52213F-HRTimeline
Smart Money Group LLC152,706$5.53M1.61%+5,61513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC151,069$5.47M0.43%+52,74413F-HRTimeline
Private Wealth Asset Management, LLC146,722$5.31M0.57%+48,79513F-HRTimeline
Harbour Wealth Management Group, Inc.109,093$3.95M2.97%+14,72713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …94,157$3.41M0.03%new13F-HRTimelineGroup
Farther Finance Advisors, LLC90,732$3.29M0.03%new13F-HRTimeline
Berger Financial Group, Inc83,309$3.02M0.17%-2,10413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC80,967$2.93M0.01%-4,46213F-HRTimelineGroup
3EDGE Asset Management, LP76,733$2.78M0.13%+2,36013F-HRTimeline
Sanctuary Advisors, LLC75,180$2.72M0.01%+22,53613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,791$2.2M<0.01%-211,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,419$1.75M<0.01%+40813F-HRTimelineGroup
Kingsview Wealth Management, LLC39,360$1.43M0.02%-8413F-HRTimeline
Focus Financial Network, Inc.22,438$813K0.03%+8713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,046$762K<0.01%-23,15113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,596$746K<0.01%-3,51313F-HRTimelineGroup
Capital Advisors, Ltd. LLC20,240$733K0.08%+20,21413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV16,136$584K0.37%+1,36013F-HRTimeline
BlackDiamond Wealth Management, LLC14,515$526K0.25%+37313F-HRTimeline
Encompass More Asset Management12,230$443K0.07%+33213F-HRTimeline
Claris Financial LLC11,770$426K0.23%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,786$391K0.01%+24713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,418$377K<0.01%-28513F-HRTimeline
Janney Montgomery Scott LLC8,900$322K<0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,883$322K0.03%new13F-HRTimelineGroup
Atria Investments, Inc8,010$290K<0.01%+75913F-HRTimeline
Sankala Group LLC7,010$256K0.21%+1,94013F-HRTimeline
Onyx Bridge Wealth Group LLC7,016$254K0.03%-39313F-HRTimeline
Beaumont Financial Advisors, LLC6,561$238K0.02%-5,86413F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC6,292$228K0.71%+9313F-HRTimeline
Savvy Advisors, Inc.5,938$215K0.01%new13F-HRTimeline
Dunhill Financial, LLC3,437$124K0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,885$105K<0.01%-37813F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.2,183$79.1K0.01%-4913F-HRTimeline
CoreCap Advisors, LLC1,885$68.3K<0.01%+5513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,353$49K0.01%-11213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/849$30.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC335$12.1K<0.01%new13F-HRTimeline
Triumph Capital Management247$8.95K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.100$3.63K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14$525<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HR/ATimelineGroup