HFND institutional holders

TIDAL TRUST I · 13F, 2026Q2

Managers holding17
Shares held760,566
Reported value$18.7m
Quarter flows6 new, 4 added, 5 trimmed, 2 exited

Top 17 holders

ManagerSharesValue% of manager's 13F
AXXCESS WEALTH MANAGEMENT, LLC113,178$2.8m0.0%
Darwin Wealth Management, LLC113,177$2.8m0.8%
MATHER GROUP, LLC.112,891$2.8m0.0%
CARY STREET PARTNERS FINANCIAL LLC96,542$2.4m0.1%
Arete Wealth Advisors, LLC86,284$2.1m0.1%
Arrowroot Family Office, LLC75,272$1.8m0.5%
Empire Financial Management Company, LLC42,343$1.0m0.4%
Fermata Advisors, LLC38,190$936,9350.2%
January Capital Advisors LLC16,423$402,9090.3%
Oregon Pacific Wealth Management, LLC14,648$359,3620.3%
FIFTH THIRD BANCORP13,231$324,5910.0%
Accurate Wealth Management, LLC10,917$267,5190.0%
GTS SECURITIES LLC10,826$265,5940.0%
Clark Asset Management, LLC9,352$229,4340.0%
COMPASS FINANCIAL MANAGEMENT LLC4,104$100,6740.0%
Farther Finance Advisors, LLC2,874$70,5080.0%
ROYAL BANK OF CANADA314$8,0000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HFND"). HFND price history · All 13F data

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