| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 23% | +14% | $10,015,632 | +$1,679,870 | 390,473 | +20% | Bank of New York Mellon Corp | 31 Dec 2025 |
As of 31 Dec 2025, 5 institutional investors reported holding 1,657,164 shares of Tidal Trust I - Dana Concentrated Dividend ETF (DIVE). This represents 96% of the company’s total 1,720,145 outstanding shares.
The largest institutional shareholders of Tidal Trust I - Dana Concentrated Dividend ETF (DIVE) together control 96% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 64% | 1,107,254 | -1.7% | 0.82% | $28,146,385 |
| Bank of New York Mellon Corp | 23% | 390,473 | 0% | $9,925,824 | |
| CAPTRUST FINANCIAL ADVISORS | 8.4% | 143,911 | 0% | 0.01% | $3,658,227 |
| Huntleigh Advisors, Inc. | 0.85% | 14,704 | 0.06% | $373,776 | |
| OSAIC HOLDINGS, INC. | 0.05% | 822 | 0% | $20,893 |