SEC 13F Intelligence

TIDAL TRUST II

CUSIP 88636R800

Tidal Trust II has 30 institutional holders in Filings Flow’s 13F database, together reporting 1.02M shares worth $39M as of Q1 2026. The largest reported holders are Tidal Investments LLC, Goldman Sachs Group Inc, and Susquehanna International Group, LLP.

Institutional Holders
30
Q1 2026
Reported Value
$39M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 33Q4 ’25Q1 ’26: 30Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $34MQ4 ’25Q1 ’26: $39MQ1 ’26Q2 ’26: $22,241Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stirlingshire Investments, Inc.$114M AUM0.76%$862,52022.3KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.34%$530,96510.3KQ4 2025OLDER
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.09%$254,2559.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.06%$26M683.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.04%$712,33718.5KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.03%$76,8611.5KQ4 2025OLDER
ZEGA Investments, LLC$890M AUM0.03%$243,4566.3KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.02%$226,7625.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$217,7413.3KQ3 2025OLDER
Team Financial Group, LLC$220M AUM0.01%$24,349373Q3 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$15,207295Q4 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$20,620400Q4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$205,1205.3KQ1 2026OLDER
EFG International AG$4.7B AUM0.00%$133,3633.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$651,60010.0KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$83,5461.3KQ3 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$30,466591Q4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$272,4007.1KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$763,27619.8KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$15,737241Q3 2025OLDER
WFA of San Diego, LLC$125M AUM0.00%$96525Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$22,158781Q2 2026
Belvedere Trading LLC$84.4B AUM0.00%$536,54013.9KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$7,720200Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M125.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$209,1903.2KQ3 2025OLDER
SWAN Capital LLC$272M AUM0.00%$1,15830Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M65.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M87.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M64.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M41.0KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$30,185782Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$3,860100Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$59,6631.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,770200Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$11,939309Q1 2026OLDER
REAP Financial Group, LLC$507M AUM0.00%$1032Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$206,2594.0KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,872100Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$2585Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,35561Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,95838Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,37121Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10,806295Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$832Q2 2026
FMR LLC$1.90T AUM0.00%$772Q1 2026OLDER

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