Institutional Ownership
Tidal Trust II
CUSIP 88634T105CARBON CLCTV CLMCCSOQ1 2026
Institutional Holders
7
13F filers
Shares Held
37.7K
Aggregate institutional
Institutional Value
$970.4K
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased0
Decreased1
Sold out3
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cullen/Frost Bankers, Inc. | 22.8K | $583.9K | +22.8K | New |
| 2 | Inspirion Wealth Advisors, LLC | 7.9K | $201.5K | +7.9K | New |
| 3 | Royal Bank Of Canada | 5.6K | $143.0K | 0 | Held |
| 4 | Bartlett & Co. Wealth Management LLC | 815 | $23.2K | −54 | Reduced |
| 5 | Morgan Stanley | 475 | $12.2K | +475 | New |
| 6 | Cwm, LLC | 200 | $5.1K | +200 | New |
| 7 | Crewe Advisors LLC | 59 | $1.5K | 0 | Held |