CUSIP 886364637FOLIOBEYOND ALTERISRQ4 2025
Aggregate 13F value by quarter
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43 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Family Investment Center, Inc. | 904.0K | $32.65M | +35.2K | Added |
| 2 | Reliant Wealth Planning | 441.4K | $15.94M | +3.0K | Added |
| 3 | Wealth Enhancement Advisory Services, LLC | 272.3K | $9.88M | +2.4K | Added |
| 4 | Truist Financial Corp | 202.0K | $7.29M |
| −1.8K |
| Reduced |
| 5 | Smart Money Group LLC | 147.1K | $5.31M | +4.2K | Added |
| 6 | J.W. Cole Advisors, Inc. | 142.8K | $5.15M | −92.3K | Reduced |
| 7 | Envestnet Asset Management Inc | 107.8K | $3.89M | −23 | Reduced |
| 8 | One Plus One Wealth Management, LLC | 104.0K | $3.75M | +104.0K | New |
| 9 | Harbor Investment Advisory, LLC | 98.3K | $3.55M | +34.0K | Added |
| 10 | Private Wealth Asset Management, LLC | 97.9K | $3.54M | +31.2K | Added |
See every fund holding Tidal Trust I, with full quarter-over-quarter share changes.
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