TIDAL TRUST II (AIPO)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
129
Reporting holders
$264.6M
Reported value
0.3%
Held as options
+79
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bouchey Financial Group, Ltd. | $41.5M | 1,241,131 | 2.68% | new | NEW |
| Focus Partners Wealth | $21.7M | 650,256 | 0.02% | 2q | +76.0%+$9.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 509,007 | 0.02% | 3q | +85.8%+$7.9M |
| ROYAL BANK OF CANADA | $15.7M | 470,229 | 0.00% | 4q | +20.4%+$2.7M |
| RAYMOND JAMES FINANCIAL INC | $15.1M | 450,563 | 0.00% | 2q | +1038.9%+$13.7M |
| Cetera Investment Advisers | $12.5M | 375,407 | 0.01% | 3q | +3.5%+$428.1K |
| Performance Wealth Partners, LLC | $11.8M | 352,481 | 0.29% | new | NEW |
| Silverleafe Capital Partners, LLC | $8.6M | 256,011 | 2.33% | 2q | +33.6%+$2.2M |
| FRANKLIN RESOURCES INC | $8.5M | 254,906 | 0.00% | new | NEW |
| Members Advisory Group LLC | $7.8M | 234,902 | 2.19% | new | NEW |
| Waverly Advisors, LLC | $5.9M | 176,607 | 0.03% | new | NEW |
| StoneCrest Wealth Management, Inc. | $5.7M | 171,823 | 1.83% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $5.6M | 167,891 | 0.18% | 2q | HELD |
| Farther Finance Advisors, LLC | $5.5M | 164,759 | 0.04% | 3q | -3.0%-$169.5K |
| D. E. Shaw & Co., Inc. | $5.1M | 151,910 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $5.0M | 149,693 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $4.9M | 147,388 | 0.01% | new | NEW |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.9M | 117,261 | 0.19% | 2q | +134.3%+$2.2M |
| Parallel Advisors, LLC | $2.9M | 87,064 | 0.04% | 4q | -10.8%-$351.3K |
| UBS Group AG | $2.9M | 86,239 | 0.00% | 2q | +880.5%+$2.6M |
| Capital Investment Advisory Services, LLC | $2.3M | 68,497 | 0.14% | 3q | +117.3%+$1.2M |
| WNY Asset Management, LLC | $2.3M | 67,501 | 0.20% | new | NEW |
| Perennial Advisors, LLC | $1.9M | 56,114 | 0.29% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.9M | 55,448 | 0.00% | 3q | +193.6%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 54,182 | 0.00% | new | NEW |
| Summit Financial, LLC | $1.7M | 50,375 | 0.02% | new | NEW |
| Lionsbridge Wealth Management LLC | $1.6M | 47,220 | 1.55% | new | NEW |
| VISTA INVESTMENT PARTNERS II, LLC | $1.5M | 45,784 | 0.60% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.5M | 44,037 | 0.01% | 4q | +1234.5%+$1.4M |
| Concurrent Investment Advisors, LLC | $1.5M | 43,592 | 0.01% | 3q | +18.8%+$230.8K |
| Sigma Planning Corp | $1.3M | 39,918 | 0.03% | 3q | +121.5%+$731.6K |
| Mariner, LLC | $1.3M | 38,593 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $1.3M | 38,149 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $1.3M | 37,713 | 0.00% | 2q | +57.5%+$459.8K |
| Mirae Asset Global Investments Co., Ltd. | $1.3M | 37,510 | 0.00% | 2q | -66.7%-$2.5M |
| LPL Financial LLC | $1.2M | 36,490 | 0.00% | new | NEW |
| Corient Private Wealth LP | $1.2M | 35,661 | 0.00% | new | NEW |
| Platform Technology Partners | $1.1M | 34,366 | 0.19% | 3q | +6.1%+$65.9K |
| SHP Wealth Management | $1.1M | 33,767 | 0.08% | 2q | +12.7%+$127.2K |
| GTS SECURITIES LLC | $1.1M | 33,478 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $997.2K | 29,846 | 0.00% | new | NEW |
| Arrowroot Family Office, LLC | $966.1K | 28,916 | 0.28% | 2q | -29.2%-$399.2K |
| Atria Investments, Inc | $955.9K | 28,612 | 0.01% | new | NEW |
| VVR Holdings LLC | $934.6K | 27,973 | 0.40% | new | NEW |
| Sunpointe, LLC | $931.8K | 27,889 | 0.26% | new | NEW |
| Essex Financial Services, Inc. | $827.9K | 24,780 | 0.04% | new | NEW |
| MORGAN STANLEY | $760.4K | 22,761 | 0.00% | 2q | +90944.0%+$759.6K |
| Curbstone Financial Management Corp | $725.6K | 21,718 | 0.12% | 3q | +1.7%+$12.0K |
| Diversify Advisory Services, LLC | $699.8K | 24,106 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $699.8K | 24,106 | 0.01% | new | NEW |
| MIRAE ASSET SECURITIES (USA) INC. | $669.4K | 20,037 | 0.02% | 3q | -58.7%-$952.1K |
| CITADEL ADVISORS LLC | $668.2K | options only | 0.00% | new | OPTIONS |
| Glenview Trust Co | $644.9K | 19,304 | 0.00% | new | NEW |
| Family Manage LLC | $644.7K | 19,296 | 0.07% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $538.3K | 16,112 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $538.3K | 16,112 | 0.00% | new | NEW |
| Bauman Advisory Group, LLC | $535.9K | 16,040 | 0.28% | new | NEW |
| Vontobel Holding Ltd. | $527.1K | 15,776 | 0.00% | 2q | +81.1%+$236.0K |
| Wealthspire Advisors, LLC | $525.0K | 15,715 | 0.00% | new | NEW |
| Brookstone Capital Management | $522.4K | 15,637 | 0.01% | 2q | +12.3%+$57.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $505.5K | 15,129 | 0.00% | 2q | +5951.6%+$497.1K |
| Concentrum Wealth Management | $499.2K | 14,943 | 0.12% | new | NEW |
| PFG Investments, LLC | $498.1K | 14,910 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $497.4K | 15,927 | 0.00% | 3q | +9.8%+$44.6K |
| HighTower Advisors, LLC | $492.2K | 14,731 | 0.00% | 3q | -5.7%-$30.0K |
| CoreCap Advisors, LLC | $480.7K | 14,387 | 0.01% | 2q | -50.0%-$481.1K |
| Tradition Wealth Management, LLC | $474.2K | 14,194 | 0.03% | new | NEW |
| Elm3 Financial Group, LLC | $463.6K | 13,876 | 0.32% | new | NEW |
| EFG International AG | $463.1K | 13,860 | 0.01% | 2q | +26.0%+$95.6K |
| AdvisorNet Financial, Inc | $446.7K | 13,370 | 0.02% | 3q | +20.5%+$75.8K |
| Creative Planning | $423.7K | 12,681 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $391.3K | 11,711 | 0.00% | 2q | +39.7%+$111.3K |
| Laurel Wealth Advisors LLC | $379.1K | 11,347 | 0.04% | new | NEW |
| STIFEL FINANCIAL CORP | $358.3K | 10,724 | 0.00% | new | NEW |
| JOHNSON INVESTMENT COUNSEL INC | $352.6K | 10,555 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $344.2K | 10,302 | 0.01% | new | NEW |
| Arax Advisory Partners | $333.8K | 9,992 | 0.00% | new | NEW |
| HB Wealth Management, LLC | $333.8K | 9,990 | 0.00% | new | NEW |
| NOVARE CAPITAL MANAGEMENT LLC | $330.8K | 9,900 | 0.02% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $330.5K | 9,892 | 0.00% | new | NEW |
| Everest Financial Group LLC | $309.0K | 9,250 | 0.04% | 2q | HELD |
| TD Waterhouse Canada Inc. | $294.6K | 9,200 | 0.00% | 3q | +0.5%+$1.6K |
| NewEdge Advisors, LLC | $287.2K | 8,595 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $282.8K | 8,466 | 0.00% | new | NEW |
| Belvedere Trading LLC | $282.2K | 2,347 | 0.00% | new | NEW |
| LEIGH BALDWIN & CO., LLC | $253.9K | 7,600 | 0.14% | new | NEW |
| Moors & Cabot, Inc. | $247.2K | 7,400 | 0.01% | new | NEW |
| Crusonia Wealth Advisors LLC | $241.6K | 7,231 | 0.04% | new | NEW |
| HBK Sorce Advisory LLC | $237.0K | 7,864 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $220.5K | 6,600 | 0.01% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $214.0K | 6,405 | 0.00% | new | NEW |
| Ausdal Financial Partners, Inc. | $210.5K | 6,300 | 0.01% | new | NEW |
| US BANCORP \DE\ | $196.3K | 5,876 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $138.2K | 4,246 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $110.3K | 3,300 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $91.2K | 2,730 | 0.00% | new | NEW |
| Markowski Investments | $71.8K | 2,150 | 0.02% | new | FIRST |
| PNC Financial Services Group, Inc. | $57.5K | 1,722 | 0.00% | new | NEW |
| Provenance Wealth Advisors, LLC | $57.1K | 1,708 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $53.2K | 1,591 | 0.00% | new | NEW |
Showing the largest 100 of 136 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | $264.6M | 7,903,106 | 83 | 29 | 7 | 0.3% |
| Q1 2026 | 50 | $69.2M | 2,767,169 | 28 | 15 | 2 | 0.0% |
| Q4 2025 | 26 | $20.3M | 916,338 | 21 | 3 | 2 | 0.0% |
| Q3 2025 | 7 | $1.2M | 52,444 | 7 | 0 | 0 | 0.0% |