Tidal ETF TR

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Concord Wealth Partners

DECREASED

Shares169 from 847

Change-678 (-80%)

Value$18.4K (+$793)

Filed 2025-01-24

Sofi Wealth, LLC

CLOSED

Shares0 from 32,770,650

Change-32,770,650 (-100%)

Value$0 (-$681.0M)

Filed 2025-02-04

Teamwork Financial Advisors, LLC

CLOSED

Shares0 from 133,122

Change-133,122 (-100%)

Value$0 (-$2.8M)

Filed 2025-01-17

Tidal Investments LLC

CLOSED

Shares0 from 49,523

Change-49,523 (-100%)

Value$0 (-$1.0M)

Filed 2025-02-14

Royal Bank of Canada

CLOSED

Shares0 from 40,522

Change-40,522 (-100%)

Value$0 (-$842.0K)

Filed 2025-02-14

Wedbush Securities Inc

CLOSED

Shares0 from 34,076

Change-34,076 (-100%)

Value$0 (-$708)

Filed 2025-02-13

Jane Street Group, LLC

CLOSED

Shares0 from 27,986

Change-27,986 (-100%)

Value$0 (-$581.5K)

Filed 2025-02-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 24,176

Change-24,176 (-100%)

Value$0 (-$502.4K)

Filed 2025-02-14

Joel Isaacson & Co., LLC

CLOSED

Shares0 from 23,361

Change-23,361 (-100%)

Value$0 (-$485.4K)

Filed 2025-01-28

Osaic Holdings, Inc.

CLOSED

Shares0 from 21,328

Change-21,328 (-100%)

Value$0 (-$443.2K)

Filed 2025-06-06

FMR LLC

CLOSED

Shares0 from 17,716

Change-17,716 (-100%)

Value$0 (-$368.1K)

Filed 2026-11-05

Fisher Asset Management, LLC

CLOSED

Shares0 from 16,754

Change-16,754 (-100%)

Value$0 (-$348.1K)

Filed 2025-02-05

Centric Wealth Management

CLOSED

Shares0 from 8,954

Change-8,954 (-100%)

Value$0 (-$988.0K)

Filed 2025-02-12

Morgan Stanley

CLOSED

Shares0 from 6,012

Change-6,012 (-100%)

Value$0 (-$124.9K)

Filed 2025-05-15

IFP Advisors, Inc

CLOSED

Shares0 from 2,923

Change-2,923 (-100%)

Value$0 (-$60.7K)

Filed 2025-02-04

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 2,771

Change-2,771 (-100%)

Value$0 (-$57.6K)

Filed 2025-02-11

Huntington National Bank

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$41.6K)

Filed 2025-02-12

Archer Investment Corp

CLOSED

Shares0 from 742

Change-742 (-100%)

Value$0 (-$15.4K)

Filed 2025-01-28

UBS Group AG

CLOSED

Shares0 from 531

Change-531 (-100%)

Value$0 (-$11.0K)

Filed 2025-02-14

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 313

Change-313 (-100%)

Value$0 (-$6.5K)

Filed 2025-02-07

Principal Securities, Inc.

CLOSED

Shares0 from 225

Change-225 (-100%)

Value$0 (-$4.7K)

Filed 2025-01-30

Farther Finance Advisors, LLC

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$1.1K)

Filed 2025-02-10

Signaturefd, LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$593)

Filed 2025-02-10

CWM, LLC

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 ($0)

Filed 2025-02-04

Wells Fargo & Company

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$32)

Filed 2025-02-13

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Raymond James Financial Services Advisors, Inc.

N/A

Shares— from 20,012

Change-20,012 (-100%)

Value—

Raymond James & Associates

N/A

Shares— from 12,566

Change-12,566 (-100%)

Value—

Annapolis Financial Services, LLC

N/A

Shares— from 398

Change-398 (-100%)

Value—

	Status
Concord Wealth Partners	DECREASED	169	847	-678	-80%	$17.6K	$18.4K	+$793	2025-01-24
Sofi Wealth, LLC	CLOSED	0	32,770,650	-32,770,650	-100%	$681.0M	$0	-$681.0M	2025-02-04
Teamwork Financial Advisors, LLC	CLOSED	0	133,122	-133,122	-100%	$2.8M	$0	-$2.8M	2025-01-17
Tidal Investments LLC	CLOSED	0	49,523	-49,523	-100%	$1.0M	$0	-$1.0M	2025-02-14
Royal Bank of Canada	CLOSED	0	40,522	-40,522	-100%	$842.0K	$0	-$842.0K	2025-02-14
Wedbush Securities Inc	CLOSED	0	34,076	-34,076	-100%	$708	$0	-$708	2025-02-13
Jane Street Group, LLC	CLOSED	0	27,986	-27,986	-100%	$581.5K	$0	-$581.5K	2025-02-14
Susquehanna International Group, LLP	CLOSED	0	24,176	-24,176	-100%	$502.4K	$0	-$502.4K	2025-02-14
Joel Isaacson & Co., LLC	CLOSED	0	23,361	-23,361	-100%	$485.4K	$0	-$485.4K	2025-01-28
Osaic Holdings, Inc.	CLOSED	0	21,328	-21,328	-100%	$443.2K	$0	-$443.2K	2025-06-06
FMR LLC	CLOSED	0	17,716	-17,716	-100%	$368.1K	$0	-$368.1K	2026-11-05
Fisher Asset Management, LLC	CLOSED	0	16,754	-16,754	-100%	$348.1K	$0	-$348.1K	2025-02-05
Centric Wealth Management	CLOSED	0	8,954	-8,954	-100%	$988.0K	$0	-$988.0K	2025-02-12
Morgan Stanley	CLOSED	0	6,012	-6,012	-100%	$124.9K	$0	-$124.9K	2025-05-15
IFP Advisors, Inc	CLOSED	0	2,923	-2,923	-100%	$60.7K	$0	-$60.7K	2025-02-04
Northwestern Mutual Wealth Management Co	CLOSED	0	2,771	-2,771	-100%	$57.6K	$0	-$57.6K	2025-02-11
Huntington National Bank	CLOSED	0	2,000	-2,000	-100%	$41.6K	$0	-$41.6K	2025-02-12
Archer Investment Corp	CLOSED	0	742	-742	-100%	$15.4K	$0	-$15.4K	2025-01-28
UBS Group AG	CLOSED	0	531	-531	-100%	$11.0K	$0	-$11.0K	2025-02-14
PNC Financial Services Group, Inc.	CLOSED	0	313	-313	-100%	$6.5K	$0	-$6.5K	2025-02-07
Principal Securities, Inc.	CLOSED	0	225	-225	-100%	$4.7K	$0	-$4.7K	2025-01-30
Farther Finance Advisors, LLC	CLOSED	0	56	-56	-100%	$1.1K	$0	-$1.1K	2025-02-10
Signaturefd, LLC	CLOSED	0	29	-29	-100%	$593	$0	-$593	2025-02-10
CWM, LLC	CLOSED	0	22	-22	-100%	$0	$0	$0	2025-02-04
Wells Fargo & Company	CLOSED	0	2	-2	-100%	$32	$0	-$32	2025-02-13
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
Raymond James Financial Services Advisors, Inc.	N/A	—	20,012	-20,012	-100%	$415.8K	—	—	—
Raymond James & Associates	N/A	—	12,566	-12,566	-100%	$261.1K	—	—	—
Annapolis Financial Services, LLC	N/A	—	398	-398	-100%	$8.3K	—	—	—

Showing 29 of 29 institutions