TIDAL ETF TR's ticker is LBAY and the CUSIP is 886364850.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,000 | -14.4% | 31,917 | -12.4% | 0.00% | – |
| Q2 2023 | $962,000 | +15933.3% | 36,427 | +16382.8% | 0.00% | – |
| Q1 2023 | $6,000 | -99.8% | 221 | -99.8% | 0.00% | -100.0% |
| Q4 2022 | $3,534,000 | +1.4% | 120,399 | -11.9% | 0.00% | 0.0% |
| Q3 2022 | $3,484,000 | +1020.3% | 136,695 | +1098.7% | 0.00% | – |
| Q2 2022 | $311,000 | – | 11,404 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 1,025,944 | $30,121,707 | 8.94% |
| Ethos Financial Group, LLC | 220,584 | $6,476,346 | 2.19% |
| Richard P Slaughter Associates Inc | 190,442 | $5,591,377 | 1.76% |
| Financial Architects, Inc | 169,216 | $4,968,170 | 0.82% |
| Claraphi Advisory Network, LLC | 50,676 | $1,487,820 | 0.59% |
| Capital Planning LLC | 19,703 | $578,480 | 0.26% |
| Worth Asset Management, LLC | 3,620 | $106,283 | 0.07% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 9,519 | $279,478 | 0.06% |
| Apollon Wealth Management, LLC | 20,732 | $608,692 | 0.04% |
| OLD MISSION CAPITAL LLC | 16,776 | $492,543 | 0.01% |