HolderBook

TIDAL TRUST II (RSBA)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

15
Reporting holders
$32.2M
Reported value
0.0%
Held as options
-2
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
Marex Group Ltd$8.4M399,7870.04%4qHELD
MAI Capital Management$5.4M255,3010.02%3q-1.0%-$51.7K
Wealthcare Advisory Partners LLC$3.5M168,5750.07%6q-66.0%-$6.9M
STAPP WEALTH MANAGEMENT, PLLC$2.7M129,7653.57%2q+1.3%+$34.1K
Sigma Planning Corp$2.4M112,3690.06%5q-3.4%-$84.5K
Hilltop Holdings Inc.$2.0M95,0000.16%2qHELD
Oregon Pacific Wealth Management, LLC$1.8M86,3191.70%2qHELD
COMMONWEALTH EQUITY SERVICES, LLC$1.5M72,8530.00%2q+1.3%+$19.1K
Innova Wealth Partners$1.4M65,4640.56%2q+53.3%+$479.3K
Legacy Wealth Managment, LLC/ID$1.0M49,0640.43%4q-21.5%-$283.5K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$908.9K43,3430.00%newNEW
BANK OF MONTREAL /CAN/$563.8K26,7830.00%2qHELD
JANE STREET GROUP, LLC$273.9K13,0090.00%2q-67.0%-$555.1K
Professional Financial Advisors, LLC$226.8K10,7740.04%2q-2.9%-$6.8K
MATHER GROUP, LLC.$38.0K1,8040.00%2q-99.2%-$4.7M

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 202615$32.2M1,530,2101370.0%
Q1 202617$43.6M2,102,22211600.0%
Q4 20256$17.4M833,0112310.0%
Q3 20257$10.6M498,4863220.0%
Q2 20257$7.9M374,4155200.0%
Q1 20255$13.0M629,7584000.0%
Q4 20242$3.3M163,8522000.0%