Security Snapshot

Tidal ETF Trust - Exchange Traded Fund (RISR) Institutional Ownership

CUSIP: 886364637

13F Institutional Holders and Ownership History from Q4 2021 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

58

Shares (Excl. Options)

4,875,023

Price

$36.20

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+975,541
Value change
+$35,349,826
Number of holders
58
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
3,590,224
SEC-reported price per share
$36.57
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • RISR - Tidal ETF Trust - Exchange Traded Fund is tracked under CUSIP 886364637.
  • 58 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 48 to 58 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $140,733,357 to $176,544,643.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 58 institutions filings for Q2 2026.

Open SEC evidence

Security key

886364637

Latest holder period

Q2 2026

13F holders

58

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
RISR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 4.6% -37% $6,079,183 +$424,640 165,150 +7.5% TRUIST FINANCIAL CORP 31 Mar 2025

As of 30 Jun 2026, 58 institutional investors reported holding 4,875,023 shares of Tidal ETF Trust - Exchange Traded Fund (RISR). This represents 136% of the company’s total 3,590,224 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
128%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Family Investment Center, Inc. 37% 1,342,182 +12% 8.1% $48,586,972
Reliant Wealth Planning 13% 467,373 +2.5% 4.7% $16,918,902
Janney Montgomery Scott LLC 8.9% 320,086 +3496% 0.02% $11,587,000
TRUIST FINANCIAL CORP 6.9% 247,629 +17% 0.01% $8,964,177
ENVESTNET ASSET MANAGEMENT INC 6.8% 244,321 +15% 0% $8,844,434
Farther Finance Advisors, LLC 5.5% 198,141 +118% 0.06% $7,172,484
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4.7% 169,170 +178% 0.01% $6,170,678
HARBOR INVESTMENT ADVISORY, LLC 4.5% 162,869 +7.8% 0.41% $5,895,858
Smart Money Group LLC 4.3% 152,655 -0.03% 1.4% $5,526,121
Private Wealth Asset Management, LLC 4.1% 146,484 -0.16% 0.51% $5,307,318
Cambridge Investment Research Advisors, Inc. 3.7% 132,413 -22% 0.01% $4,793,000
J.W. COLE ADVISORS, INC. 3.4% 123,672 0.08% $4,476,927
Nvest Financial, LLC 3.2% 115,696 1.3% $4,188,200
Harbour Wealth Management Group, Inc. 3.1% 111,066 +1.8% 2.7% $4,020,589
Berger Financial Group, Inc 2.4% 87,124 +4.6% 0.16% $3,153,872
Sanctuary Advisors, LLC 2.3% 83,714 +11% 0.01% $3,030,447
Tidal Investments LLC 2.2% 80,439 -0.65% 0.01% $2,911,892
3EDGE Asset Management, LP 2.2% 77,769 +1.4% 0.13% $2,815,238
Pinnacle Financial Partners, Inc. 1.9% 69,476 -26% 0.02% $2,515,056
Focus Financial Network, Inc. 1.7% 62,358 +178% 0.07% $2,257,342
OSAIC HOLDINGS, INC. 1.5% 55,119 +14% 0% $1,995,300
FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.5% 52,901 +228% 1.1% $1,915,030
Legacy Capital Wealth Partners, LLC 1.3% 46,372 0.33% $1,678,653
Kingsview Wealth Management, LLC 0.96% 34,342 -13% 0.02% $1,243,165
ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.78% 27,930 0.44% $1,011,066

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
19
Latest
Q2 2026
Rows shown
1-19 of 19
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 4,875,023 $176,544,643 +$35,349,826 $36.20 58
2026 Q1 3,885,468 $140,733,357 +$20,241,931 $36.22 48
2025 Q4 3,312,398 $119,656,719 -$3,964,489 $36.11 45
2025 Q3 3,314,280 $118,930,662 +$16,108,890 $35.84 44
2025 Q2 2,778,113 $101,689,870 +$29,342,954 $36.57 38
2025 Q1 1,978,134 $71,908,190 +$27,101,591 $36.33 38
2024 Q4 1,221,231 $44,709,591 +$14,352,598 $36.60 34
2024 Q3 796,729 $27,263,024 -$10,151,648 $33.97 29
2024 Q2 1,083,907 $37,530,471 +$590,280 $34.69 28
2024 Q1 1,075,900 $36,014,456 -$117,653 $33.05 30
2023 Q4 1,078,310 $34,007,054 -$9,899,961 $31.30 26
2023 Q3 1,369,697 $45,851,249 +$4,520,354 $33.40 25
2023 Q2 1,081,909 $34,910,888 -$4,673,489 $32.26 19
2023 Q1 1,219,266 $38,179,284 -$16,394,813 $31.19 24
2022 Q4 1,886,588 $59,372,284 +$5,675,426 $31.59 25
2022 Q3 1,869,331 $59,325,888 -$24,043,494 $31.55 23
2022 Q2 2,603,073 $84,443,069 +$75,780,694 $32.44 34
2022 Q1 141,267 $4,234,379 +$3,154,760 $29.90 7
2021 Q4 36,914 $922,233 +$922,233 $24.99 3
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