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Disclosery

SFY TIDAL TRUST I

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ETF (fund)

46 managers (46 13F filers) reported a position in SFY shares at 2025-09-30, 2,157,223 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
46
New
8
Added
15
Reduced
11
Sold out
5
Shares held by filers
2,157,223

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SOFI WEALTH, LLC1,733,668$224M12.06%-20,32713F-HRTimeline
Advisors Capital Management, LLC110,994$14.3M0.18%+26,71313F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.13,276$8.88M9.01%-7413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,712$4.87M0.08%+7413F-HRTimelineGroup
LPL Financial LLC34,914$4.51M<0.01%+4,79113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,963$4.39M0.01%+22,04913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,330$4.18M<0.01%+11,57513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,275$3.27M<0.01%+25,11013F-HRTimelineGroup
Teamwork Financial Advisors, LLC22,169$2.86M0.31%-2,35713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,908$1.8M0.01%+26213F-HRTimelineGroup
Nova Wealth Management, Inc.13,881$1.79M1.26%+1,97513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,828$1.66M<0.01%-1,91313F-HRTimelineGroup
WEDBUSH SECURITIES INC11,059$1.43M0.05%+27513F-HRTimeline
Centric Wealth Management9,283$1.24M0.28%-113F-HRTimeline
Bawa N Mallick Trust6,620$855K0.32%013F-HRTimeline
FMR LLCin group FMR LLC4,920$636K<0.01%+27713F-HRTimelineGroup
Pathway Financial Advisers, LLC4,886$627K0.18%+80313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,305$556K0.02%new13F-HRTimelineGroup
Joel Isaacson & Co., LLC4,165$538K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,700$478K<0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers3,260$421K<0.01%+1,05513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,164$409K<0.01%-2,30013F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.2,890$373K0.03%013F-HRTimeline
LJI Wealth Management, LLC2,295$296K0.05%013F-HRTimeline
NewEdge Advisors, LLC2,143$277K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,129$275K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning1,969$254K<0.01%+5813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,789$231K<0.01%-4113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,610$208K<0.01%+9613F-HR/ATimelineGroup
Parallel Advisors, LLC433$56K<0.01%013F-HRTimeline
AE Wealth Management LLC330$42.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd293$37.9K<0.01%-1313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC172$22.2K<0.01%-2,34513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners169$21.8K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160$20K<0.01%-613F-HRTimelineGroup
Archer Investment Corp148$19.1K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/85$11K<0.01%-2,33713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84$10.9K<0.01%+913F-HRTimelineGroup
IFP Advisors, Inc57$7.36K<0.01%013F-HR/ATimeline
Kathleen S. Wright Associates Inc.49$6.33K<0.01%013F-HRTimeline
Abound Wealth Management41$5.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.38$4.91K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC31$4K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.24$3.1K<0.01%new13F-HRTimeline
American Capital Advisory, LLC3$391<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$130<0.01%new13F-HRTimeline