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
$36.11
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,314,280
Total reported value
$118,930,662
% of total 13F portfolios
0%
Share change
+451,317
Value change
+$16,108,890
Number of holders
44
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 30 Sep 2025, 44 institutional investors reported holding 3,314,280 shares of Tidal ETF Trust - Exchange Traded Fund (RISR). This represents 92% 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 90% 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. 24% 868,889 +9% 6.5% $31,140,985
Reliant Wealth Planning 12% 438,408 5.1% $15,712,542
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7.5% 269,826 +8.7% 0.01% $9,756,901
J.W. COLE ADVISORS, INC. 6.5% 235,035 +2.4% 0.16% $8,423,637
TRUIST FINANCIAL CORP 5.7% 203,743 +10% 0.01% $7,302,152
Smart Money Group LLC 4% 142,910 -3% 1.5% $5,121,879
Sanctuary Advisors, LLC 3.5% 127,100 -54% 0.03% $4,555,256
ENVESTNET ASSET MANAGEMENT INC 3% 107,839 +22% 0% $3,864,936
Cambridge Investment Research Advisors, Inc. 2.7% 98,416 +65% 0.01% $3,527,000
Tidal Investments LLC 2.7% 96,187 +2.2% 0.01% $3,447,342
3EDGE Asset Management, LP 2.3% 83,898 -0.48% 0.17% $3,006,892
JANE STREET GROUP, LLC 2.2% 78,847 0% $2,825,876
Private Wealth Asset Management, LLC 1.9% 66,749 +19% 0.28% $2,392,284
OSAIC HOLDINGS, INC. 1.8% 65,669 +4.1% 0% $2,413,320
HARBOR INVESTMENT ADVISORY, LLC 1.8% 64,373 +1409% 0.2% $2,307,128
Berger Financial Group, Inc 1.7% 60,438 0.13% $2,166,082
Kingsview Wealth Management, LLC 1.2% 43,490 +27% 0.02% $1,558,667
Atria Investments, Inc 1% 37,012 -85% 0.02% $1,326,518
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.76% 27,214 0% $975,350
GOLDMAN SACHS GROUP INC 0.7% 24,974 +47% 0% $895,068
Kestra Advisory Services, LLC 0.66% 23,681 -3.4% 0% $848,719
OLD MISSION CAPITAL LLC 0.65% 23,214 0.03% $831,989
Focus Financial Network, Inc. 0.59% 21,247 +7.3% 0.03% $761,488
Capital Advisors, Ltd. LLC 0.59% 21,138 -1.1% 0.09% $758,000
BlackDiamond Wealth Management, LLC 0.43% 15,465 +3.2% 0.3% $554,252

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 511,182 $18,507,793 +$5,090,891 $36.11 7
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