Institutional Ownership
Tidal Trust II
CUSIP 88636V702RETURN STACKED URSSXQ1 2026
Institutional Holders
11
13F filers
Shares Held
1.59M
Aggregate institutional
Institutional Value
$37.37M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased5
Decreased1
Sold out3
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 1.11M | $25.98M | +780.1K | Added |
| 2 | Clg LLC | 130.8K | $3.07M | +13.5K | Added |
| 3 | Integrated Wealth Concepts LLC | 127.9K | $3.00M | 0 | Held |
| 4 | Steelpeak Wealth, LLC | 63.2K | $1.48M | +63.2K | New |
| 5 | Innova Wealth Partners | 36.6K | $857.8K | +5.8K | Added |
| 6 | Accurate Wealth Management, LLC | 28.0K | $710.5K | +28.0K | New |
| 7 | Mather Group, LLC. | 22.8K | $535.2K | +22.8K | New |
| 8 | Bank Of Montreal /Can/ | 21.8K | $510.2K | +413 | Added |
| 9 | Wealthcare Advisory Partners LLC | 18.5K | $433.0K | +7.6K | Added |
| 10 | Susquehanna International Group, LLP | 17.9K | $420.4K | +17.9K | New |
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