SGRT TIDAL TRUST I
FollowSMAR EARN 30 ETF (fund)
7 managers (7 13F filers) reported a position in SGRT shares at 2025-12-31, 975,611 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 975,611
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 502,265 | $12.6M | 0.14% | +229,266 | 13F-HRTimelineGroup |
| SMART Wealth LLC | 188,236 | $4.71M | 1.44% | +33,293 | 13F-HRTimeline |
| Authentikos Wealth Advisory, LLC | 151,483 | $3.79M | 2.51% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 116,245 | $2.91M | <0.01% | new | 13F-HR/ATimelineGroup |
| AE Wealth Management LLC | 15,232 | $381K | <0.01% | +2,877 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,616 | $40.4K | <0.01% | -2,929 | 13F-HRTimelineGroup |
| Quest 10 Wealth Builders, Inc. | 534 | $13.4K | 0.01% | 0 | 13F-HRTimeline |