Institutional Ownership
Tidal Trust II
CUSIP 88636J378DEFIANCE OIL ENHUSOYQ1 2026
Institutional Holders
10
13F filers
Shares Held
947.8K
Aggregate institutional
Institutional Value
$8.50M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased2
Decreased0
Sold out5
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Navis Wealth Advisors, LLC | 846.6K | $7.81M | +846.6K | New |
| 2 | Foundations Investment Advisors, LLC | 40.0K | $368.8K | 0 | Held |
| 3 | Group One Trading LLC | 32.9K | $303.2K | +30.3K | Added |
| 4 | Simplex Trading, LLC | 1.3K | $11.6K | +1.3K | New |
| 5 | Jpmorgan Chase & Co | 533 | $4.9K | +533 | New |
| 6 | Ubs Group AG | 278 | $2.6K | +278 | New |
| 7 | Bnp Paribas Financial Markets | 202 | $1.9K | +202 | New |
| 8 | Fmr LLC | 61 | $562 | +61 | New |
| 9 | Hrt Financial LP | 26.0K | $239 | +14.6K | Added |
| 10 | Morgan Stanley | 1 | $10 | 0 | Held |