Institutional Ownership
Tidal Trust II
CUSIP 88636J675HILTON SMALL-MIDSMCOQ1 2026
Institutional Holders
18
13F filers
Shares Held
2.23M
Aggregate institutional
Institutional Value
$58.34M
Q1 2026
Net New Holders
+3
4 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased8
Decreased4
Sold out1
Institutional Holders
18 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | 449.8K | $12.23M | −56.3K | Reduced |
| 2 | Envestnet Asset Management Inc | 351.7K | $9.56M | +211.1K | Added |
| 3 | &Partners | 348.5K | $9.42M | +159.6K | Added |
| 4 | Hilton Capital Management, LLC | 229.1K | $6.23M | +1.2K | Added |
| 5 | Fulton Bank, N.A. | 147.8K | $4.02M | +14.3K | Added |
| 6 | Visionary Wealth Advisors | 140.0K | $3.81M | +2.5K | Added |
| 7 | Snowden Capital Advisors LLC | 119.2K | $3.24M | −4.8K | Reduced |
| 8 | Lpl Financial LLC | 113.7K | $3.09M | +81.5K | Added |
| 9 | Ubs Group AG | 96.8K | $2.63M | +96.8K | New |
| 10 | Osaic Holdings, Inc. | 58.6K | $1.59M | −5.2K | Reduced |
8 more institutional holders on Premium
See every fund holding Tidal Trust II, with full quarter-over-quarter share changes.
Unlock all holders