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Disclosery

SFY TIDAL TRUST I

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ETF (fund)

55 managers (55 13F filers) reported a position in SFY shares at 2025-12-31, 2,036,058 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
55
13F filers
55
New
11
Added
12
Reduced
15
Sold out
2
Shares held by filers
2,036,058

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SOFI WEALTH, LLC1,643,945$217M10.84%-89,72313F-HRTimeline
Advisors Capital Management, LLC136,528$18M0.21%+25,53413F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.13,108$9.1M7.02%-16813F-HRTimeline
LPL Financial LLC36,767$4.86M<0.01%+1,85313F-HRTimeline
GTS SECURITIES LLC33,844$4.47M0.15%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,526$2.84M<0.01%-10,80413F-HRTimelineGroup
Teamwork Financial Advisors, LLC20,077$2.65M0.28%-2,09213F-HRTimeline
Nova Wealth Management, Inc.17,663$2.33M1.6%+3,78213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,980$1.98M<0.01%-18,98313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,828$1.7M<0.01%013F-HR/ATimelineGroup
WEDBUSH SECURITIES INC11,219$1.48M0.04%+16013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC9,791$1.29M0.01%-4,11713F-HRTimelineGroup
Centric Wealth Management9,091$1.22M0.26%-19213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,008$1.06M0.01%-29,70413F-HRTimelineGroup
Bawa N Mallick Trust6,620$875K0.32%013F-HRTimeline
Pathway Financial Advisers, LLC5,333$705K0.2%+44713F-HRTimeline
FMR LLCin group FMR LLC4,784$632K<0.01%-13613F-HRTimelineGroup
Joel Isaacson & Co., LLC4,165$550K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,318$439K<0.01%+15413F-HRTimelineGroup
Cetera Investment Advisers3,210$424K<0.01%-5013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,890$382K0.03%013F-HRTimeline
LJI Wealth Management, LLC2,295$303K0.05%013F-HRTimeline
NewEdge Advisors, LLC2,143$283K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,830$242K<0.01%+4113F-HR/ATimelineGroup
Creative Planningin group Creative Planning1,830$242K<0.01%-13913F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,717$227K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,482$196K<0.01%-12813F-HR/ATimelineGroup
Keating Financial Advisory Services, In…1,050$139K0.02%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC666$88K<0.01%+49413F-HRTimelineGroup
Parallel Advisors, LLC433$57.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO340$44.9K<0.01%-3,36013F-HRTimelineGroup
AE Wealth Management LLC330$43.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC327$43.2K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.266$35.2K<0.01%+10613F-HRTimelineGroup
Qube Research & Technologies Ltd261$34.5K<0.01%-3213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners169$22.3K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165$22K<0.01%-25,11013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/162$21.4K<0.01%+7713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.154$20.4K<0.01%new13F-HRTimelineGroup
Archer Investment Corp148$19.6K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…126$16.7K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN110$14.5K<0.01%+2613F-HRTimelineGroup
Triumph Capital Management100$13.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc57$7.53K<0.01%013F-HRTimeline
Abound Wealth Management41$5.42K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40$5.29K<0.01%new13F-HR/ATimelineGroup
Geneos Wealth Management Inc.38$5.02K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC31$4K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.24$3.17K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC13$1.73K<0.01%new13F-HRTimeline
American Capital Advisory, LLC6$801<0.01%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$398<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3$396<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2$266<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$133<0.01%013F-HRTimeline