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SGRT TIDAL TRUST I

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SMAR EARN 30 ETF (fund)

15 managers (15 13F filers) reported a position in SGRT shares at 2026-06-30, 609,301 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
15
New
7
Added
5
Reduced
2
Sold out
0
Shares held by filers
609,301

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
SMART Wealth LLC240,266$9.01M1.94%+128,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management133,917$5.02M0.05%+101,38013F-HRTimelineGroup
Authentikos Wealth Advisory, LLC106,696$4M2.55%-26,49613F-HRTimeline
HERBST GROUP, LLC48,646$1.82M0.99%new13F-HRTimeline
AE Wealth Management LLC21,738$815K<0.01%+7,31613F-HRTimeline
Kovack Advisors, Inc.20,500$769K0.04%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,048$714K<0.01%+3,27013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,581$209K<0.01%new13F-HRTimelineGroup
Advisory Alpha, LLC5,358$201K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,997$187K0.15%+4,46313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$38K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC880$32.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG440$16.5K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY199$7.46K<0.01%-51,21113F-HRTimelineGroup
Plante Moran Financial Advisors, LLC35$1.31K<0.01%new13F-HRTimeline