TIDAL TRUST II (CCSO)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
8
Reporting holders
$1.8M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | $1.0M | 37,466 | 0.01% | 2q | +64.6%+$410.5K |
| JPMORGAN CHASE & CO | $382.6K | 13,841 | 0.00% | new | NEW |
| INSPIRION WEALTH ADVISORS, LLC | $215.7K | 7,856 | 0.02% | 2q | HELD |
| ROYAL BANK OF CANADA | $156.0K | 5,575 | 0.00% | 14q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $22.8K | 815 | 0.00% | 13q | HELD |
| MORGAN STANLEY | $17.1K | 611 | 0.00% | 2q | +28.6%+$3.8K |
| Integrated Wealth Concepts LLC | $3.9K | 141 | 0.00% | new | NEW |
| Crewe Advisors LLC | $1.7K | 59 | 0.00% | 13q | HELD |
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 | 8 | $1.8M | 66,364 | 2 | 2 | 0 | 0.0% |
| Q1 2026 | 7 | $970.4K | 37,742 | 4 | 0 | 1 | 0.0% |
| Q4 2025 | 6 | $1.2M | 48,911 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 5 | $1.1M | 42,841 | 2 | 0 | 1 | 0.0% |
| Q2 2025 | 3 | $272.9K | 12,078 | 0 | 1 | 0 | 0.0% |
| Q1 2025 | 6 | $706.8K | 36,964 | 0 | 1 | 2 | 0.0% |
| Q4 2024 | 8 | $1.5M | 71,475 | 2 | 4 | 0 | 0.0% |
| Q3 2024 | 6 | $1.1M | 54,150 | 2 | 0 | 1 | 0.0% |
| Q2 2024 | 5 | $614.0K | 33,149 | 0 | 1 | 0 | 0.0% |
| Q1 2024 | 7 | $863.1K | 44,685 | 4 | 0 | 0 | 0.0% |
| Q4 2023 | 5 | $457.3K | 23,295 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 4 | $125.3K | 7,939 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 4 | $357.8K | 18,096 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $930.9K | 49,738 | 2 | 0 | 0 | 0.0% |