TIDAL TRUST II (IWMY)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
10
Reporting holders
$1.4M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| MCGUIRE CAPITAL ADVISORS INC | $595.5K | 30,000 | 0.32% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $368.8K | 18,579 | 0.00% | 4q | +31.1%+$87.5K |
| ZEGA Investments, LLC | $248.3K | 12,506 | 0.03% | 2q | -5.1%-$13.3K |
| Wilmington Savings Fund Society, FSB | $63.0K | 3,172 | 0.00% | 8q | HELD |
| UBS Group AG | $57.9K | 2,918 | 0.00% | 3q | -48.6%-$54.8K |
| OSAIC HOLDINGS, INC. | $19.2K | 970 | 0.00% | 6q | +7.8%+$1.4K |
| SIMPLEX TRADING, LLC | $12.5K | 628 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $7.3K | 370 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $436 | 21,978 | 0.00% | 2q | +102.4% |
| FMR LLC | $20 | 1 | 0.00% | 2q | -95.7% |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 8q | -100.0% |
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 | 10 | $1.4M | 69,144 | 1 | 2 | 4 | 0.0% |
| Q1 2026 | 13 | $2.7M | 151,950 | 4 | 5 | 2 | 0.0% |
| Q4 2025 | 14 | $3.7M | 171,697 | 4 | 4 | 2 | 9.0% |
| Q3 2025 | 12 | $2.4M | 56,814 | 6 | 1 | 2 | 44.7% |
| Q2 2025 | 9 | $2.0M | 17,577 | 0 | 2 | 1 | 78.9% |
| Q1 2025 | 10 | $2.1M | 39,949 | 3 | 2 | 3 | 50.8% |
| Q4 2024 | 12 | $4.2M | 127,393 | 3 | 1 | 1 | 9.5% |
| Q3 2024 | 10 | $2.6M | 61,622 | 10 | 0 | 0 | 13.4% |