Tidal ETF TRETF
13F holders, Q2 2024 (June 30)4holders −2
1new positions
3sold out
$20.51avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Tidal ETF TR in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 3 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($1.5M), Castleview Partners, LLC ($1.2M) and GTS Securities LLC ($303K).
- Company
- Tidal ETF TR
- CUSIP
- 886364744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.5M |
| Exits | 3 | $1.0M |
All 13F filers, Q1 2024 → Q2 2024: 76,423 shares bought and 50,936 shares sold, net +25,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingswood Wealth Advisors, LLC | 0.14% | New | 74,843 | $1.5M |
| Castleview Partners, LLC | 0.67% | Reduce -1.3% | 57,046 | $1.2M |
| GTS Securities LLC | 0.01% | Add +8.0% | 14,784 | $303K |
| IFP Advisors, Inc | 0.01% | Add +5.5% | 9,232 | $189K |
"% of holder's portfolio" is TIDAL ETF TR's weight in each manager's 13F, not the share of Tidal ETF TR the manager owns.