SEC 13F Intelligence

TIDAL TRUST II

CUSIP 88636J352

Tidal Trust II has 6 institutional holders in Filings Flow’s 13F database, together reporting 3.01M shares worth $56M as of Q1 2026. The largest reported holders are Kim, LLC, Mather Group, LLC., and Steelpeak Wealth, LLC.

Institutional Holders
6
Q1 2026
Reported Value
$56M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 3Q4 ’25Q1 ’26: 6Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $59MQ4 ’25Q1 ’26: $56MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KIM, LLC$976M AUM4.78%$47M2.51MQ1 2026
Innova Wealth Partners$211M AUM0.53%$1M59.8KQ1 2026
MATHER GROUP, LLC.$10.0B AUM0.06%$6M328.1KQ1 2026
SteelPeak Wealth, LLC$3.9B AUM0.04%$1M67.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$425,32122.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$342,11218.4KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7,531471Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$1,16773Q2 2025OLDER

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