SGRT TIDAL TRUST I
FollowSMAR EARN 30 ETF (fund)
8 managers (8 13F filers) reported a position in SGRT shares at 2026-03-31, 361,019 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 0
- Reduced
- 5
- Sold out
- 1
- Shares held by filers
- 361,019
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 133,192 | $3.55M | 2.4% | -18,291 | 13F-HRTimeline |
| SMART Wealth LLC | 112,266 | $3M | 0.88% | -75,970 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 51,410 | $1.37M | <0.01% | -64,835 | 13F-HRTimelineGroup |
| Brookstone Capital Managementin group Brookstone Capital Management | 32,537 | $868K | 0.01% | -469,728 | 13F-HRTimelineGroup |
| BROWN ADVISORY INCin group BROWN ADVISORY INC | 15,778 | $421K | <0.01% | new | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 14,422 | $385K | <0.01% | -810 | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 880 | $22.5K | <0.01% | new | 13F-HRTimeline |
| Quest 10 Wealth Builders, Inc. | 534 | $14.2K | 0.01% | 0 | 13F-HRTimeline |