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

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
RISR
Shares outstanding
3,590,224
Price per share
$35.76
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,205,553
Total reported value
$115,801,248
% of total 13F portfolios
0%
Share change
-109,709
Value change
-$3,964,489
Number of holders
42
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Tidal ETF Trust - Exchange Traded Fund (RISR) based on Schedule 13D/G filings

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 31 Dec 2025, 42 institutional investors reported holding 3,205,553 shares of Tidal ETF Trust - Exchange Traded Fund (RISR). This represents 89% of the company’s total 3,590,224 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Tidal ETF Trust - Exchange Traded Fund (RISR) together control 88% 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
Family Investment Center, Inc. 25% 904,049 +4% 6.6% $32,645,197
Reliant Wealth Planning 12% 441,417 +0.69% 5% $15,939,568
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7.6% 272,261 +0.9% 0.01% $9,880,345
TRUIST FINANCIAL CORP 5.6% 201,972 -0.87% 0.01% $7,293,221
Smart Money Group LLC 4.1% 147,091 +2.9% 1.5% $5,311,471
J.W. COLE ADVISORS, INC. 4% 142,756 -39% 0.13% $5,154,931
Cambridge Investment Research Advisors, Inc. 3% 108,286 +10% 0.01% $3,910,000
ENVESTNET ASSET MANAGEMENT INC 3% 107,816 -0.02% 0% $3,893,253
ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.9% 103,976 1.7% $3,754,573
HARBOR INVESTMENT ADVISORY, LLC 2.7% 98,325 +53% 0.27% $3,550,516
Private Wealth Asset Management, LLC 2.7% 97,927 +47% 0.38% $3,536,144
Tidal Investments LLC 2.4% 85,429 -11% 0.01% $3,084,841
Berger Financial Group, Inc 2.4% 85,413 +41% 0.18% $3,084,271
3EDGE Asset Management, LP 2.1% 74,373 -11% 0.14% $2,685,615
Sanctuary Advisors, LLC 1.5% 52,644 -59% 0.01% $1,900,975
OSAIC HOLDINGS, INC. 1.3% 48,011 -27% 0% $1,733,642
CITADEL ADVISORS LLC 1.2% 44,197 0% $1,595,954
Kingsview Wealth Management, LLC 1.1% 39,444 -9.3% 0.02% $1,424,308
Kestra Advisory Services, LLC 0.67% 24,109 +1.8% 0% $870,560
Focus Financial Network, Inc. 0.62% 22,351 +5.2% 0.03% $807,088
BlackDiamond Wealth Management, LLC 0.39% 14,142 -8.6% 0.25% $510,448
Beaumont Financial Advisors, LLC 0.35% 12,425 0% 0.03% $448,667
Encompass More Asset Management 0.33% 11,898 0.08% $429,637
MML INVESTORS SERVICES, LLC 0.3% 10,703 -7.9% 0% $386,500
LEVEL FOUR ADVISORY SERVICES, LLC 0.29% 10,539 +0.28% 0.01% $380,563

Institutional Holders of Tidal ETF Trust - Exchange Traded Fund (RISR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,205,553 $115,801,248 -$3,964,489 $36.11 42
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