SEC 13F Intelligence

TIDAL TRUST II

CUSIP 88636J329

Tidal Trust II has 7 institutional holders in Filings Flow’s 13F database, together reporting 90.5K shares worth $2M as of Q1 2026. The largest reported holders are Manchester Financial Inc, Fiduciary Planning LLC, and Mgo One Seven LLC.

Institutional Holders
7
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 6Q4 ’25Q1 ’26: 7Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fiduciary Planning LLC$331M AUM0.44%$1M52.0KQ2 2025OLDER
MANCHESTER FINANCIAL INC$521M AUM0.28%$1M64.8KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.02%$696,57828.4KQ3 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$361,22213.5KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$4,902215Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$33,0001.5KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3,808167Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13,172532Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$2,348103Q1 2026

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