Tidal Trust IETF
13F holders, Q2 2025 (June 30)15holders −2
2new positions
4sold out
$41.61avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding Tidal Trust I in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 4 sold out. The largest holders were Curran Financial Partners, LLC ($56.5M), LPL Financial LLC ($3.2M) and Kingsview Wealth Management, LLC ($1.7M).
- Company
- Tidal Trust I
- CUSIP
- 886364462
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.4M |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 106,247 shares bought and 98,439 shares sold, net +7,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Curran Financial Partners, LLC | 12.48% | Reduce -3.4% | 1,357,278 | $56.5M |
| LPL Financial LLC | 0.00% | New | 76,896 | $3.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +114.5% | 39,966 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +0.4% | 37,012 | $1.5M |
| Brookstone Capital Management | 0.01% | Add +4.6% | 20,408 | $849K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.7% | 11,648 | $485K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.6% | 11,490 | $478K |
| Equitable Trust Co. | 0.02% | No change | 11,090 | $461K |
| World Investment Advisors | 0.00% | New | 4,947 | $206K |
| Creekmur Asset Management LLC | 0.03% | Add +82.3% | 4,511 | $188K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.6% | 1,101 | $46K |
| Vision Financial Markets LLC | 0.01% | No change | 325 | $14K |
| Bank of Montreal | 0.00% | No change | 125 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $304 |
| Morgan Stanley | 0.00% | No change | 1 | $60 |
"% 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.