# TIDAL TRUST II (CHAT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CHAT/

- Reporting holders: 9
- Reported value: $27.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $19.7M | 213,846 | 0.3% | 11 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $2.2M | 23,420 | 1.6% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.9M | 20,140 | 0.0% | 4 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.1M | 12,430 | 0.5% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $627.7K | 6,824 | 0.0% | 5 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $553.7K | 6,020 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $532.4K | 5,788 | 0.0% | 4 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $432.3K | 4,700 | 0.1% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $18.3K | 199 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $27.0M |
| Q2 2026 | 215 | $467.1M |
| Q1 2026 | 150 | $229.3M |
| Q4 2025 | 139 | $244.9M |
| Q3 2025 | 108 | $209.0M |
| Q2 2025 | 65 | $51.3M |
| Q1 2025 | 58 | $47.4M |
| Q4 2024 | 42 | $30.9M |
| Q3 2024 | 45 | $41.9M |
| Q2 2024 | 42 | $39.1M |
| Q1 2024 | 27 | $16.5M |
| Q4 2023 | 16 | $5.1M |