SEC 13F Intelligence

TIDAL TRUST II

CUSIP 88636X880

Tidal Trust II has 46 institutional holders in Filings Flow’s 13F database, together reporting 1.03M shares worth $27M as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Oasis Advisors, LLC, and Jane Street Group, LLC.

Institutional Holders
46
Q1 2026
Reported Value
$27M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 61Q4 ’25Q1 ’26: 46Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $19MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$9M311.5KQ1 2026
Oasis Advisors, LLC$509M AUM1.65%$8M416.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M249.8KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M79.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M75.2KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$2M71.0KQ1 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM1.27%$2M66.1KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.07%$1M39.1KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M34.4KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$1M26.7KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$679,77418.1KQ4 2025OLDER
FNY Investment Advisers, LLC$278M AUM0.28%$651,00021.7KQ1 2026
Stirlingshire Investments, Inc.$114M AUM0.54%$619,33920.7KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$559,25114.9KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.04%$466,66012.4KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.02%$422,45314.1KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$321,6008.6KQ4 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$309,7058.3KQ4 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$300,00010.0KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$299,90010.0KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$278,0009.3KQ1 2026
Belvedere Trading LLC$84.4B AUM0.00%$276,23327.8KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$266,4768.9KQ1 2026
Regal Investment Advisors LLC$1.7B AUM0.02%$262,9838.8KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$242,9448.1KQ1 2026
ZEGA Investments, LLC$890M AUM0.03%$226,8836.0KQ4 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$220,2475.9KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$209,2465.6KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$188,2176.3KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$180,0896.0KQ1 2026
TUCKER ASSET MANAGEMENT LLC$343M AUM0.05%$177,7554.7KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$113,4533.8KQ1 2026
CENTAURUS FINANCIAL, INC.$2.1B AUM0.00%$105,0003.5KQ1 2026
NFSG Corp$608M AUM0.02%$101,4863.4KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$81,1572.7KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$79,4692.6KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$76,5932.6KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$41,3911.4KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$35,2681.2KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$25,451849Q1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$22,972766Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$18,674497Q4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$18,395490Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$18,019480Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$14,380500Q1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$13,076436Q1 2026
Security National Bank$838M AUM0.00%$11,996400Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$9,010240Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$8,822235Q4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.01%$8,556285Q1 2026
Triumph Capital Management$491M AUM0.00%$6,050200Q1 2026
SWAN Capital LLC$272M AUM0.00%$5,443145Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,664120Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$3,419114Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$3,37990Q4 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$2,999100Q1 2026
DUNCKER STREETT & CO INC$526M AUM0.00%$1,20040Q1 2026
Independence Bank of Kentucky$789M AUM0.00%$93925Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$66022Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$54018Q1 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$2709Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$2266Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2107Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$1696Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1083Q1 2026
Quattro Advisors LLC$115M AUM0.00%$802Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$662Q1 2026

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