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Disclosery

SFY TIDAL TRUST I

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ETF (fund)

58 managers (58 13F filers) reported a position in SFY shares at 2026-03-31, 2,145,263 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
7
Added
19
Reduced
14
Sold out
5
Shares held by filers
2,145,263

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
SOFI WEALTH, LLC1,754,353$219M10.55%+110,40813F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.12,893$9.2M6.43%-21513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,949$8.73M<0.01%new13F-HRTimelineGroup
Advisors Capital Management, LLC57,802$7.21M0.08%-78,72613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,892$4.73M<0.01%+16,36613F-HRTimelineGroup
LPL Financial LLC36,642$4.57M<0.01%-12513F-HRTimeline
Nova Wealth Management, Inc.20,156$2.52M1.64%+2,49313F-HRTimeline
Teamwork Financial Advisors, LLC18,645$2.33M0.26%-1,43213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,040$1.88M<0.01%+6013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,908$1.61M<0.01%+8013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,411$1.55M0.05%+1,19213F-HRTimeline
Centric Wealth Management8,988$1.26M0.25%-10313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,663$1.08M<0.01%+8,49813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,155$1.02M0.01%+14713F-HRTimelineGroup
GTS SECURITIES LLC7,941$991K0.04%-25,90313F-HRTimeline
Bawa N Mallick Trust6,620$826K0.34%013F-HRTimeline
ZEGA Investments, LLC6,417$801K0.15%new13F-HRTimeline
Pathway Financial Advisers, LLC6,194$773K0.22%+86113F-HRTimeline
Joel Isaacson & Co., LLC4,165$520K0.02%013F-HRTimeline
FMR LLCin group FMR LLC4,009$500K<0.01%-77513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,809$475K<0.01%+49113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,709$463K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers3,246$405K<0.01%+3613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,903$362K0.02%+1313F-HRTimeline
HRT FINANCIAL LP2,599$324K<0.01%new13F-HRTimeline
LJI Wealth Management, LLC2,295$286K0.05%013F-HRTimeline
NewEdge Advisors, LLC2,143$267K<0.01%013F-HR/ATimeline
Creative Planningin group Creative Planning1,830$228K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,830$228K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,737$217K<0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,643$205K<0.01%-7413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,275$159K<0.01%13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,243$155K<0.01%-23913F-HRTimelineGroup
Keating Financial Advisory Services, In…1,050$131K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC643$80.3K<0.01%-2313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…633$79K<0.01%+63013F-HRTimelineGroup
Parallel Advisors, LLC435$54.3K<0.01%+213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.406$50.7K<0.01%+14013F-HRTimelineGroup
AE Wealth Management LLC330$41.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC310$39.1K<0.01%+30813F-HRTimeline
Root Financial Partners, LLC207$25.8K<0.01%-12013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…169$21.2K0.01%+4313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.155$19.3K<0.01%+113F-HRTimelineGroup
Archer Investment Corp148$18.5K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources120$15K<0.01%new13F-HRTimelineGroup
Allworth Financial LP110$13.7K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109$13.6K<0.01%-113F-HR/ATimelineGroup
Triumph Capital Management100$12.5K<0.01%013F-HRTimeline
IFP Advisors, Inc57$7.12K<0.01%013F-HRTimeline
Abound Wealth Management42$5.24K<0.01%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40$4.99K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.38$4.74K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.24$3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC13$1.57K<0.01%013F-HRTimeline
American Capital Advisory, LLC6$756<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6$749<0.01%-2513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6$724<0.01%-33413F-HR/ATimelineGroup
Rialto Wealth Management, LLC1$125<0.01%013F-HRTimeline