Tidal Trust I - RISR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Family Investment Center, Inc. | History | Added to | 1,342,182 | 48,586 | 8.07% | 8.34% | 1 | +145,197 | 12.13% | Q2 2026 | Jul 23, 2026 |
| Reliant Wealth Planning | History | Added to | 467,373 | 16,918 | 4.65% | 4.99% | 2 | +11,299 | 2.48% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 320,086 | 11,587 | 0.02% | 0.0% | 3 | +311,186 | 3496.47% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 247,629 | 8,964 | 0.01% | 0.01% | 4 | +35,580 | 16.78% | Q2 2026 | Jul 28, 2026 |
| Coppell Advisory Solutions LLC | History | New | 3,398 | 8,855 | 0.73% | — | 5 | +3,398 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 244,321 | 8,844 | 0.0% | 0.0% | 6 | +31,550 | 14.83% | Q2 2026 | Sep 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 198,141 | 7,172 | 0.06% | 0.03% | 7 | +107,409 | 118.38% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 169,170 | 6,170 | 0.01% | 0.0% | 8 | +108,379 | 178.28% | Q2 2026 | Jul 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 162,869 | 5,895 | 0.41% | 0.43% | 9 | +11,800 | 7.81% | Q2 2026 | Jul 07, 2026 |
| Smart Money Group LLC | History | Reduced | 152,655 | 5,526 | 1.42% | 1.61% | 10 | -51 | -0.03% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 146,484 | 5,307 | 0.51% | 0.57% | 11 | -238 | -0.16% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 132,413 | 4,793 | 0.01% | 0.02% | 12 | -37,395 | -22.02% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 123,672 | 4,476 | 0.08% | — | 13 | +123,672 | New | Q2 2026 | Jul 21, 2026 |
| Nvest Financial, LLC | History | New | 115,696 | 4,188 | 1.32% | — | 14 | +115,696 | New | Q2 2026 | Jul 30, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 111,066 | 4,020 | 2.72% | 2.97% | 15 | +1,973 | 1.81% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 87,124 | 3,153 | 0.16% | 0.17% | 16 | +3,815 | 4.58% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 83,714 | 3,030 | 0.01% | 0.01% | 17 | +8,534 | 11.35% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Reduced | 80,439 | 2,911 | 0.01% | 0.01% | 18 | -528 | -0.65% | Q2 2026 | Aug 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 77,769 | 2,815 | 0.13% | 0.13% | 19 | +1,036 | 1.35% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 69,476 | 2,515 | 0.02% | 0.03% | 20 | -24,681 | -26.21% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 62,358 | 2,257 | 0.07% | 0.03% | 21 | +39,920 | 177.91% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 55,119 | 1,995 | 0.0% | 0.0% | 22 | +6,700 | 13.84% | Q2 2026 | Aug 14, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 52,901 | 1,915 | 1.12% | 0.37% | 23 | +36,765 | 227.84% | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 46,372 | 1,678 | 0.32% | — | 24 | +46,372 | New | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 34,342 | 1,243 | 0.02% | 0.02% | 25 | -5,018 | -12.75% | Q2 2026 | Aug 18, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 27,930 | 1,011 | 0.44% | — | 26 | +27,930 | New | Q2 2026 | Jul 13, 2026 |
| Turner Financial Group, Inc. | History | New | 23,874 | 864 | 0.86% | — | 27 | +23,874 | New | Q2 2026 | Aug 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 22,029 | 809 | 0.33% | 0.25% | 28 | +7,514 | 51.77% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,429 | 775 | 0.0% | 0.0% | 29 | +833 | 4.04% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 20,115 | 728 | 0.07% | 0.08% | 30 | -125 | -0.62% | Q2 2026 | Jul 16, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,933 | 649 | 0.01% | 0.01% | 31 | +11,995 | 202.0% | Q2 2026 | Aug 03, 2026 |
| Encompass More Asset Management | History | Added to | 14,299 | 517 | 0.08% | 0.07% | 32 | +2,069 | 16.92% | Q2 2026 | Jul 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 13,911 | 503 | 0.01% | 0.01% | 33 | +3,125 | 28.97% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,822 | 464 | 0.02% | — | 34 | +12,822 | New | Q2 2026 | Aug 14, 2026 |
| Claris Financial LLC | History | No change | 11,770 | 426 | 0.23% | 0.23% | 35 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,510 | 416 | 0.0% | 0.0% | 36 | +1,092 | 10.48% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | New | 11,050 | 400 | 0.08% | — | 37 | +11,050 | New | Q2 2026 | Jul 29, 2026 |
| Inspire Advisors, LLC | History | Added to | 10,460 | 378 | 0.03% | 0.03% | 38 | +1,577 | 17.75% | Q2 2026 | Aug 13, 2026 |
| Sankala Group LLC | History | Added to | 10,233 | 377 | 0.25% | 0.21% | 39 | +3,223 | 45.98% | Q2 2026 | Aug 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,247 | 334 | 0.0% | — | 40 | +9,247 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 8,448 | 305 | 0.0% | 0.0% | 41 | +8,113 | 2421.79% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,314 | 300 | 0.0% | 0.06% | 42 | -188,155 | -95.77% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 7,957 | 288 | 0.0% | 0.0% | 43 | -53 | -0.66% | Q2 2026 | Jul 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 7,016 | 253 | 0.02% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | New | 6,975 | 252 | 0.01% | — | 45 | +6,975 | New | Q2 2026 | Aug 13, 2026 |
| Worth Asset Management, LLC | History | New | 6,457 | 233 | 0.07% | — | 46 | +6,457 | New | Q2 2026 | Jul 08, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 6,387 | 231 | 0.65% | 0.71% | 47 | +95 | 1.51% | Q2 2026 | Jul 30, 2026 |
| Dunhill Financial, LLC | History | No change | 3,437 | 124 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,969 | 107 | 0.0% | 0.0% | 49 | +84 | 2.91% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,587 | 57 | 0.01% | 0.01% | 50 | -596 | -27.3% | Q2 2026 | Jul 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 1,335 | 48 | 0.01% | 0.01% | 51 | -18 | -1.33% | Q2 2026 | Aug 27, 2026 |
| SouthState Bank Corp | History | New | 777 | 28 | 0.0% | — | 52 | +777 | New | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 527 | 19 | 0.0% | 0.0% | 53 | -1,358 | -72.04% | Q2 2026 | Jul 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 365 | 13 | 0.0% | — | 54 | +365 | New | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | Reduced | 200 | 7 | 0.0% | 0.0% | 55 | -47 | -19.03% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 91 | 3 | 0.0% | 0.0% | 56 | -9 | -9.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 43 | 1 | 0.0% | — | 57 | +43 | New | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,046 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,561 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -849 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |