Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Tidal Trust I - SoFi Social 50 ETF include Belvedere Trading LLC, Envestnet Asset Management Inc, and Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 27 | 1 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 12,500 | 585 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,281 | 294 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 913 | 43 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,482 | 257 |
