SEC 13F Intelligence

TIDAL TRUST II

CUSIP 88636J253

Tidal Trust II has 1 institutional holders in Filings Flow’s 13F database, together reporting 14.4K shares worth $55,590 as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Bnp Paribas Financial Markets, and Lmr Partners LLP.

Institutional Holders
1
Q1 2026
Reported Value
$55,590
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 43Q4 ’25Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $15MQ4 ’25Q1 ’26: $55,590Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Copperleaf Capital, LLC$209M AUM0.36%$706,30017.5KQ2 2025OLDER
Genesis Financial Group, LLC$158M AUM0.22%$385,000100.0KQ4 2025OLDER
Clarity Capital Partners LLC$280M AUM0.19%$519,11012.9KQ2 2025OLDER
Scientech Research LLC$120M AUM0.17%$680,87316.9KQ2 2025OLDER
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM0.17%$242,1606.0KQ2 2025OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.12%$780,43036.5KQ3 2025OLDER
1248 Management, LLC$216M AUM0.11%$195,2429.1KQ3 2025OLDER
Twelve Points Wealth Management LLC$455M AUM0.08%$315,1317.8KQ2 2025OLDER
Daviman Financial, LLC$169M AUM0.08%$138,90436.1KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.07%$10M248.4KQ2 2025OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.07%$315,4547.8KQ2 2025OLDER
PURSUE WEALTH PARTNERS LLC$167M AUM0.03%$70,00018.2KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$223,45458.0KQ4 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.02%$203,1109.5KQ3 2025OLDER
Garden State Investment Advisory Services LLC$455M AUM0.02%$72,96519.0KQ4 2025OLDER
Tactive Advisors, LLC$406M AUM0.01%$43,40911.3KQ4 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$263,72568.5KQ4 2025OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$429,80320.1KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$13M315.3KQ2 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$154,00040.0KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.01%$148,82938.7KQ4 2025OLDER
Triumph Capital Management$491M AUM0.01%$28,8757.5KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.01%$641,40030.0KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$433,233112.5KQ4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$180,99247.0KQ4 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$72,75015.0KQ4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$105,25127.3KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M49.9KQ2 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$208,19754.1KQ4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$204,47753.1KQ4 2025OLDER
Cane Capital Partners, LLC$229M AUM0.00%$5,35311.2KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$18M4.56MQ4 2025OLDER
Activest Wealth Management$569M AUM0.00%$8,4062.2KQ4 2025OLDER
KG Capital Management$139M AUM0.00%$5,35311.2KQ4 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$86,17122.4KQ4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$30,8008.0KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$51,47113.4KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M1.61MQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M1.51MQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$432,228112.3KQ4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1M335.7KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$332,42686.3KQ4 2025OLDER
Belvedere Trading LLC$84.4B AUM0.00%$333,52815.6KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$13,9873.6KQ4 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$9,6252.5KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M63.0KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$226,2565.6KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M500.0KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$378,07398.2KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$1M264.2KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,8911.5KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4,297201Q3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$308,00080.0KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.00%$72618Q2 2025OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$1,032268Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$4,036100Q2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,54538Q2 2025OLDER
CWM, LLC$38.1B AUM0.00%$71.9KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,226318Q4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$2,144557Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$23,1006.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$558145Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$55,59014.4KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40,6021.0KQ2 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$41Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$318Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.