Institutional Ownership
Tidal Trust II
CUSIP 88636J105RTN STACKED BDRSBTQ1 2026
Institutional Holders
20
13F filers
Shares Held
2.22M
Aggregate institutional
Institutional Value
$41.40M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased8
Decreased6
Sold out2
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | World Investment Advisors | 385.3K | $7.26M | −5.0K | Reduced |
| 2 | Integrated Wealth Concepts LLC | 378.4K | $7.13M | −40.2K | Reduced |
| 3 | Wealth Enhancement Advisory Services, LLC | 271.4K | $5.17M | +271.4K | New |
| 4 | Innova Wealth Partners | 227.0K | $4.28M | +56.5K | Added |
| 5 | Bwm Planning, LLC | 176.0K | $3.32M | −41.8K | Reduced |
| 6 | Mather Group, LLC. | 159.8K | $3.01M | +159.8K | New |
| 7 | Wright Wealth LLC | 136.2K | $2.57M | −444 | Reduced |
| 8 | Trailhead Planners LLC | 100.9K | $1.90M | +13.5K | Added |
| 9 | Wealthtrak Capital Management LLC | 100.9K | $1.90M | +1.5K | Added |
| 10 | Steelpeak Wealth, LLC | 62.5K | $1.18M | +30.1K | Added |
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