TIDAL TRUST II (BTGD)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
17
Reporting holders
$4.1M
Reported value
0.0%
Held as options
-8
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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | $1.3M | 64,740 | 0.02% | 5q | +39.6%+$354.8K |
| Centric Wealth Management | $821.6K | 26,711 | 0.13% | 7q | HELD |
| Fermata Advisors, LLC | $690.3K | 35,749 | 0.14% | 2q | +45.3%+$215.3K |
| ZEGA Investments, LLC | $405.5K | 21,001 | 0.04% | 2q | -7.4%-$32.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $399.5K | 18,659 | 0.00% | 3q | -42.7%-$297.2K |
| Cumberland Partners Ltd | $384.6K | 19,919 | 0.02% | 4q | +3.0%+$11.2K |
| Farther Finance Advisors, LLC | $49.4K | 2,558 | 0.00% | 2q | -75.1%-$149.0K |
| OSAIC HOLDINGS, INC. | $43.4K | 2,250 | 0.00% | 3q | +80.0%+$19.3K |
| American Capital Advisory, LLC | $19.3K | 1,000 | 0.01% | 7q | HELD |
| MATHER GROUP, LLC. | $9.6K | 497 | 0.00% | 2q | -15.3%-$1.7K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $7.8K | 406 | 0.00% | 3q | -59.6%-$11.5K |
| BROWN BROTHERS HARRIMAN & CO | $5.0K | 260 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $4.7K | 244 | 0.00% | 3q | HELD |
| Crewe Advisors LLC | $2.3K | 117 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $1.1K | 55 | 0.00% | 2q | -47.6% |
| UBS Group AG | $850 | 44 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $178 | 9,209 | 0.01% | 3q | +17.9% |
| MORGAN STANLEY | $39 | 2 | 0.00% | new | NEW |
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 | 17 | $4.1M | 194,212 | 2 | 4 | 6 | 0.0% |
| Q1 2026 | 25 | $10.4M | 351,204 | 8 | 5 | 5 | 7.2% |
| Q4 2025 | 24 | $8.8M | 237,797 | 10 | 5 | 7 | 7.6% |
| Q3 2025 | 20 | $13.6M | 303,659 | 8 | 5 | 4 | 4.1% |
| Q2 2025 | 12 | $8.5M | 232,463 | 7 | 1 | 2 | 0.0% |
| Q1 2025 | 8 | $2.3M | 86,772 | 3 | 1 | 2 | 0.0% |
| Q4 2024 | 7 | $3.7M | 139,041 | 7 | 0 | 0 | 0.0% |