Institutional Ownership
Tidal Trust II
CUSIP 88636J105RTN STACKED BDRSBTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
20
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | World Investment Advisors | 385.3K | $7.26M |
| 2 | Integrated Wealth Concepts LLC | 378.4K | $7.13M |
| 3 | Wealth Enhancement Advisory Services, LLC | 271.4K | $5.17M |
| 4 | Innova Wealth Partners | 227.0K | $4.28M |
| 5 | Bwm Planning, LLC | 176.0K | $3.32M |
| 6 | Mather Group, LLC. | 159.8K | $3.01M |
| 7 | Wright Wealth LLC | 136.2K | $2.57M |
| 8 | Trailhead Planners LLC | 100.9K | $1.90M |
| 9 | Wealthtrak Capital Management LLC | 100.9K | $1.90M |
| 10 | Steelpeak Wealth, LLC | 62.5K | $1.18M |