Institutional Ownership
Tidal Trust II
CUSIP 88636J568DEFIANCE S&P 500SPYTQ1 2026
Institutional Holders
18
13F filers
Shares Held
742.9K
Aggregate institutional
Institutional Value
$12.11M
Q1 2026
Net New Holders
-1
4 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased6
Decreased5
Sold out5
Institutional Holders
18 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Advisory Services Network, LLC | 244.2K | $3.98M | +138.2K | Added |
| 2 | Brookwood Investment Group LLC | 202.9K | $3.31M | +84.7K | Added |
| 3 | Zega Investments, LLC | 116.5K | $1.90M | −8.6K | Reduced |
| 4 | Pfg Investments, LLC | 37.1K | $604.6K | +17.1K | Added |
| 5 | Redwood Family Wealth LLC | 32.3K | $525.9K | 0 | Held |
| 6 | Redhawk Wealth Advisors, Inc. | 29.9K | $487.7K | +1.5K | Added |
| 7 | Wealthcare Advisory Partners LLC | 20.4K | $333.2K | +3.6K | Added |
| 8 | Wealth Watch Advisors, Inc | 19.9K | $323.6K | −2.4K | Reduced |
| 9 | Old Mission Capital LLC | 15.7K | $256.1K | +15.7K | New |
| 10 | Authentikos Wealth Advisory, LLC | 14.4K | $234.2K | +2.4K | Added |
8 more institutional holders on Premium
See every fund holding Tidal Trust II, with full quarter-over-quarter share changes.
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