Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Tidal Trust I - Adasina Social Justice All Cap Global ETF include Raymond James Financial Inc, Farther Finance Advisors, LLC, and Franklin Resources Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 79,317 | 1.58 | 1,570 | 11.12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,878 | 57 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 51,667 | 91.57 | 1,022 | 109.43 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 113,903 | 3.71 | 2,254 | 13.44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,000 | 20 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 128,060 | 2,534 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 22,667 | 1.50 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 6,501 | 34.29 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2,064 | 0.05 | 41 | 8.11 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 61,709 | 5.23 | 1,221 | 15.08 | ||||
| 2025-08-13 | 13F | Financial Avengers, Inc. | 1,541 | 0.46 | 30 | 11.11 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,500 | 30 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 32,198 | 0.42 | 637 | 9.83 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 516,504 | 48.05 | 10 | 66.67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 64,527 | 0.50 | 1,277 | 9.91 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20,143 | 7.71 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 117,506 | 89.56 | 2,325 | 107.40 | ||||
| 2025-08-14 | 13F | Nia Impact Advisors, Llc | 48,134 | 0.21 | 953 | 9.55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 122,642 | 104.52 | 2,427 | 123.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,767 | 35 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 121,825 | 0.32 | 2,411 | 9.70 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 331 | 0.30 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35,990 | 38.52 | 712 | 51.49 |
