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Stocks / Tidal Trust II
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

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Position Activity

Q1 2026

New positions4
Increased5
Decreased1
Sold out3

Institutional Holders

11 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Cwm, LLC1.11M$25.98M+780.1KAdded
2Clg LLC130.8K$3.07M+13.5KAdded
3Integrated Wealth Concepts LLC127.9K$3.00M0Held
4Steelpeak Wealth, LLC63.2K$1.48M+63.2KNew
5Innova Wealth Partners36.6K$857.8K+5.8KAdded
6Accurate Wealth Management, LLC28.0K$710.5K+28.0KNew
7Mather Group, LLC.22.8K$535.2K+22.8KNew
8Bank Of Montreal /Can/21.8K$510.2K+413Added
9Wealthcare Advisory Partners LLC18.5K$433.0K+7.6KAdded
10Susquehanna International Group, LLP17.9K$420.4K+17.9KNew

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