Tidal Trust I - YALL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Curran Financial Partners, LLC | History | Reduced | 1,331,658 | 57,580 | 10.94% | 12.09% | 1 | -27,037 | -1.99% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 110,215 | 4,765 | 0.07% | 0.04% | 2 | +49,045 | 80.18% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 74,704 | 3,230 | 0.0% | 0.0% | 3 | -740 | -0.98% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 53,466 | 2,311 | 0.01% | 0.01% | 4 | +2,157 | 4.2% | Q4 2025 | Jan 26, 2026 |
| GTS SECURITIES LLC | History | Added to | 35,288 | 1,525 | 0.05% | 0.03% | 5 | +16,366 | 86.49% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 21,372 | 924 | 0.01% | 0.01% | 6 | +1,328 | 6.63% | Q4 2025 | Jan 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 15,995 | 691 | 0.01% | 0.01% | 7 | +4,505 | 39.21% | Q4 2025 | Jan 16, 2026 |
| EQUITABLE TRUST CO | History | Added to | 12,196 | 527 | 0.02% | 0.02% | 8 | +1,106 | 9.97% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | No change | 5,900 | 255 | 0.0% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| American Financial Advisors, LLC | History | Added to | 4,816 | 208 | 0.03% | 0.03% | 10 | +23 | 0.48% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,106 | 47 | 0.0% | 0.0% | 11 | +5 | 0.45% | Q4 2025 | Feb 17, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 327 | 14 | 0.01% | 0.01% | 12 | +2 | 0.62% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Added to | 195 | 8 | 0.0% | — | 13 | +194 | 19400.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 125 | 5 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 105 | 4 | 0.0% | 0.0% | 15 | +40 | 61.54% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q3 2025 | Nov 26, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parkside Financial Bank & Trust | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |