# TIDAL TRUST II (IWMY)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IWMY/

- Reporting holders: 11
- Reported value: $1.8M
- 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 |
|---|---|---|---|---|
| [MCGUIRE CAPITAL ADVISORS INC](https://holderbook.com/funds/2112006-mcguire-capital-advisors-inc/) | $595.5K | 30,000 | 0.3% | 3 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $436.0K | 21,978 | 0.0% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $368.8K | 18,579 | 0.0% | 4 |
| [ZEGA Investments, LLC](https://holderbook.com/funds/2045703-zega-investments-llc/) | $248.3K | 12,506 | 0.0% | 2 |
| [Wilmington Savings Fund Society, FSB](https://holderbook.com/funds/900974-wilmington-savings-fund-society-fsb/) | $63.0K | 3,172 | 0.0% | 8 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $57.9K | 2,918 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $19.2K | 970 | 0.0% | 6 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $12.5K | 628 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $7.3K | 370 | 0.0% | 3 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $20 | 1 | 0.0% | 2 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $3 | 0 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $1.8M |
| Q1 2026 | 14 | $2.9M |
| Q4 2025 | 14 | $3.7M |
| Q3 2025 | 13 | $2.4M |
| Q2 2025 | 9 | $2.0M |
| Q1 2025 | 11 | $2.1M |
| Q4 2024 | 15 | $4.6M |
| Q3 2024 | 11 | $2.6M |