TIDAL TR IV (PBOG)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
11
Reporting holders
$466.2M
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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $448.3M | 15,253,645 | 0.13% | 2q | -20.0%-$112.1M |
| CITADEL ADVISORS LLC | $10.1M | 345,081 | 0.00% | 3q | +60.5%+$3.8M |
| JANE STREET GROUP, LLC | $5.0M | 168,901 | 0.00% | 2q | -28.2%-$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 77,803 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $281.8K | 9,589 | 0.00% | 2q | -24.7%-$92.5K |
| UBS Group AG | $119.6K | 4,070 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $26.7K | 908 | 0.00% | new | NEW |
| Allworth Financial LP | $15.0K | 510 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $13.1K | 445 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $5.9K | 201 | 0.00% | new | NEW |
| MORGAN STANLEY | $4.6K | 157 | 0.00% | new | NEW |
| CX Institutional | $16 | 541 | 0.00% | new | NEW |
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 | 11 | $466.2M | 15,861,310 | 6 | 1 | 3 | 0.0% |
| Q1 2026 | 10 | $694.2M | 19,582,137 | 9 | 1 | 0 | 0.0% |
| Q4 2025 | 1 | $991.5K | 39,262 | 1 | 0 | 0 | 0.0% |