|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tidal Investments LLC
✚
|
|
|---|---|
| CRD # | 164201 |
| SEC # | 801-76857 |
| CIK # | 0001600064 |
| AUM | $27.3 B (2025-03-31) |
| Employees | 94 (20% Investors, 4% Brokers) |
| Phone | 855-843-2534 |
| Address | 234 West Florida Street Milwaukee, WI 53204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001600064 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Facebook Inc | 0.2 | ||
| MicroStrategy Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Robinhood Markets Inc | 0.2 | ||
| Coeur D Alene Mines Corp | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| First Majestic Silver Corp | 0.2 | ||
| Coinbase Global Inc | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Hecla Mining Co/De/ | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Oracle Corp | 0.1 | ||
| VISA Inc | 0.1 | ||
| American Express Co | 0.1 | ||
| Netflix Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 185 | 26.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 0.6 |
| (g) Pension and profit sharing plans | 14 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 27.3 |
| By Discretionary | ||
| Discretionary | 390 | 27.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 390 | 27.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 26.6 | |
| Total | 390 | 27.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600064] | |
| D | [0001600064] | |
| SC 13G | [0001600064] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Toroso Investments LLC | Advisorshares Trust | [2015-02-12] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wasatch Advisors LP
✚
|
UT | 27.9 |
|
Alera Group Inc
✚
|
MN | 27.8 |
|
Prudent Man Advisors LLC
✚
|
IL | 27.8 |
|
Ameritas Investment Partners Inc
✚
|
NE | 27.2 |
|
Brandes Investment Partners LP
✚
|
CA | 26.7 |
|
SmartX Advisory Solutions LLC
✚
|
FL | 26.5 |
|
PNC Investments LLC
✚
|
PA | 26.5 |
|
Valic Financial Advisors Inc
✚
|
TX | 26.4 |
|
Government Portfolio Advisors LLC
✚
|
OR | 25.9 |
|
Davis Selected Advisers LP
✚
|
AZ | 25.3 |