HolderBook

TIDAL TRUST II (MSTY)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

69
Reporting holders
$28.8M
Reported value
61.1%
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

FilerValueShares Their book Held Change
SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.1M242,1970.00%3q+112.7%+$6.4M
JANE STREET GROUP, LLC$5.0Moptions only0.00%3qOPTIONS
CITADEL ADVISORS LLC$4.7M119,7870.00%3q+151.6%+$2.8M
UBS Group AG$2.2M183,4820.00%3qHELD
GROUP ONE TRADING LLC$849.1K69,4260.00%3q+95.0%+$413.7K
Merit Financial Group, LLC$445.3K36,4080.00%3q+100.0%+$222.6K
Belvedere Trading LLC$414.2K14,1910.00%newNEW
Jefferies Financial Group Inc.$403.6K33,0000.00%newNEW
Elevation Advisory Partners LLC$290.7K22,1550.30%newNEW
INSTRUMENTAL WEALTH, LLC$241.9K19,7790.12%3q+38.4%+$67.1K
MORGAN STANLEY$210.0K17,1720.00%3qHELD
Focus Partners Wealth$185.9K15,2020.00%2q+15.2%+$24.5K
JPMORGAN CHASE & CO$162.4K12,6000.00%2q+1160.0%+$149.5K
IMC-Chicago, LLC$161.9K13,2400.00%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$157.7K12,8960.00%newNEW
Dynamic Advisor Solutions LLC$156.1K12,7620.00%3q-3.4%-$5.5K
180 WEALTH ADVISORS, LLC$148.0K12,1000.01%2qHELD
Mariner, LLC$122.5K10,0180.00%newNEW
WINEBRENNER CAPITAL MANAGEMENT LLC$122.3K10,0000.07%newNEW
Truvestments Capital LLC$97.2K7,9450.01%3q-7.4%-$7.7K
PNC Financial Services Group, Inc.$87.2K7,1330.00%3q+7178.6%+$86.0K
BANK OF MONTREAL /CAN/$63.7K5,2090.00%3qHELD
TORONTO DOMINION BANK$61.0K5,0000.00%3q+400.0%+$48.8K
Cornerstone Planning Group LLC$51.0K3,8260.01%3q+12.6%+$5.7K
VISION FINANCIAL MARKETS LLC$32.1K2,5980.03%3q+42.1%+$9.5K
EFG International AG$30.5K2,4930.00%2qHELD
OSAIC HOLDINGS, INC.$25.8K2,1060.00%3q+37.4%+$7.0K
CoreCap Advisors, LLC$24.5K2,0040.00%3qHELD
MidFirst Bank$24.5K2,0000.00%3qHELD
Wilmington Savings Fund Society, FSB$20.4K1,6710.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16.2K1,3230.00%3q+8168.8%+$16.0K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14.3K1,1020.00%3q+46.5%+$4.5K
US BANCORP \DE\$13.8K1,1300.00%3q-78.7%-$51.1K
FMR LLC$12.1K9870.00%3q+501.8%+$10.1K
Strategic Advocates LLC$11.8K9680.05%3q+7.1%
Arax Advisory Partners$11.8K9630.00%3q+3110.0%+$11.4K
SSA SWISS ADVISORS AG$11.7K9600.00%3qHELD
INVESTMENT COUNSEL CO OF NEVADA$11.5K9440.02%newNEW
Farther Finance Advisors, LLC$8.7K7110.00%3q+178.8%+$5.6K
Versant Capital Management, Inc$7.6K6250.00%3q+0.8%
NFSG Corp$7.6K6180.00%3qHELD
Integrated Wealth Concepts LLC$6.2K5060.00%newNEW
AdvisorNet Financial, Inc$6.0K4920.00%3q-49.3%-$5.9K
Allworth Financial LP$5.3K4370.00%3q+16.8%
BROWN BROTHERS HARRIMAN & CO$3.1K2500.00%3qHELD
HARBOUR INVESTMENTS, INC.$2.7K2210.00%3q+6.8%
Ameritas Advisory Services, LLC$2.7K2170.00%newNEW
Cassaday & Co Wealth Management LLC$2.4K2000.00%2qHELD
WELLS FARGO & COMPANY/MN$2.4K1930.00%3q+4725.0%+$2.3K
Purpose Unlimited Inc.$2.2K1800.00%3qHELD
GHP Investment Advisors, Inc.$1.7K1420.00%2q+30.3%
Larson Financial Group LLC$1.6K1310.00%3q+3175.0%+$1.6K
TD Waterhouse Canada Inc.$1.4K1080.00%2q+1.9%
Triumph Capital Management$734600.00%3qHELD
SWAN Capital LLC$685560.00%3qHELD
MERCER GLOBAL ADVISORS INC /ADV$660540.00%newNEW
MCF Advisors LLC$649530.00%3qHELD
SIGNATUREFD, LLC$588480.00%3q+23.1%
Strategic Investment Solutions, Inc. /IL$330270.00%3qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$281230.00%newNEW
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$244200.00%3qHELD
COMPASS FINANCIAL MANAGEMENT LLC$231180.00%newFIRST
Parallel Advisors, LLC$135110.00%3q-8.3%
FNY Investment Advisers, LLC$12310,0800.04%3q-49.8%
Atlantic Union Bankshares Corp$9880.00%3qHELD
Darwin Wealth Management, LLC$9780.00%3qHELD
Steward Partners Investment Advisory, LLC$2420.00%newNEW
BESSEMER GROUP INC$21400.00%newNEW
ROYAL BANK OF CANADA$080.00%newNEW
Roble, Belko & Company, Inc$030.00%newNEW
Avion Wealth$0400.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202669$28.8M912,2471626661.1%
Q1 202672$60.6M1,550,48512162245.5%
Q4 202587$99.0M1,757,952810147.7%
Q3 2025158$192.6M10,933,89436762620.9%
Q2 2025152$242.2M8,313,12491411124.0%
Q1 202567$96.2M2,892,4653718638.7%
Q4 202442$82.6M1,836,8192610141.6%
Q3 202419$27.1M856,93996220.3%
Q2 202414$19.0M542,545103018.0%
Q1 20245$2.1M43,10050013.1%