Tidal Trust IETF
13F holders, Q1 2024 (March 31)12holders
$33.66avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Tidal Trust I in their 13F filings. The largest holders were Curran Financial Partners, LLC ($47.3M), EWG Elevate Inc. ($4.1M) and AE Wealth Management LLC ($740K).
- Company
- Tidal Trust I
- Filed as
- TIDAL ETF TR (Q1 2024)
- CUSIP
- 886364462
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $303K |
| Exits | 2 | $374K |
Ownership 12 holders
| Curran Financial Partners, LLC | 16.43% | Add +3.3% | 1,403,786 | $47.3M |
| EWG Elevate Inc. | 1.54% | Add +4.4% | 120,601 | $4.1M |
| AE Wealth Management LLC | 0.01% | Add +38.6% | 21,976 | $740K |
| Brookstone Capital Management | 0.01% | Reduce -0.4% | 9,520 | $320K |
| Kingsview Wealth Management, LLC | 0.01% | New | 8,825 | $297K |
| Equitable Trust Co. | 0.02% | No change | 8,608 | $290K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 551 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 134 | $5K |
| Bank of Montreal | 0.00% | No change | 125 | $4K |
| UBS Group AG | 0.00% | New | 51 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $245 |
| Morgan Stanley | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is TIDAL TRUST I's weight in each manager's 13F, not the share of Tidal Trust I the manager owns.