TIDAL TRUST II (SMCO)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
20
Reporting holders
$74.3M
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 |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | $14.3M | 461,501 | 2.74% | 8q | +2.6%+$363.2K |
| ENVESTNET ASSET MANAGEMENT INC | $11.2M | 361,007 | 0.00% | 7q | +2.6%+$288.4K |
| &PARTNERS | $10.7M | 343,476 | 0.04% | 7q | -1.4%-$155.0K |
| Hilton Capital Management, LLC | $7.1M | 229,066 | 0.48% | 3q | HELD |
| Fulton Bank, N.A. | $7.1M | 228,516 | 0.22% | 8q | +54.6%+$2.5M |
| UBS Group AG | $4.9M | 157,569 | 0.00% | 2q | +62.7%+$1.9M |
| Visionary Wealth Advisors | $4.3M | 139,304 | 0.17% | 11q | HELD |
| Snowden Capital Advisors LLC | $3.8M | 122,411 | 0.09% | 10q | +2.7%+$98.6K |
| LPL Financial LLC | $3.6M | 115,901 | 0.00% | 3q | +1.9%+$68.4K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 76,758 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.7M | 53,378 | 0.00% | 11q | -9.0%-$163.0K |
| BENJAMIN EDWARDS INC | $746.7K | 24,086 | 0.01% | 6q | +0.9%+$7.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $733.9K | 23,675 | 0.00% | 5q | +19.1%+$117.7K |
| Steward Partners Investment Advisory, LLC | $611.2K | 19,717 | 0.00% | new | NEW |
| PIER 88 INVESTMENT PARTNERS LLC | $598.3K | 19,300 | 0.14% | 5q | -44.9%-$486.7K |
| GTS SECURITIES LLC | $348.6K | 11,244 | 0.01% | 3q | -61.0%-$544.3K |
| WealthShield Partners, LLC | $218.2K | 7,039 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $60.4K | 1,948 | 0.00% | 2q | -4.4%-$2.8K |
| JPMORGAN CHASE & CO | $13.8K | 450 | 0.00% | 2q | -50.0%-$13.8K |
| Janney Montgomery Scott LLC | $4.6K | 146,864 | 0.01% | 2q | +88.2%+$2.1K |
| MORGAN STANLEY | $899 | 29 | 0.00% | 7q | HELD |
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 | 20 | $74.3M | 2,396,375 | 3 | 8 | 6 | 0.0% |
| Q1 2026 | 17 | $58.8M | 2,165,746 | 3 | 9 | 4 | 0.0% |
| Q4 2025 | 16 | $44.7M | 1,668,058 | 4 | 6 | 4 | 0.0% |
| Q3 2025 | 12 | $32.9M | 1,221,597 | 0 | 9 | 0 | 0.0% |
| Q2 2025 | 16 | $31.3M | 1,217,557 | 3 | 6 | 5 | 0.0% |
| Q1 2025 | 13 | $27.2M | 1,155,673 | 2 | 8 | 0 | 0.0% |
| Q4 2024 | 12 | $15.3M | 602,160 | 4 | 5 | 1 | 0.0% |
| Q3 2024 | 9 | $12.0M | 480,105 | 5 | 3 | 1 | 0.0% |
| Q2 2024 | 6 | $11.0M | 464,652 | 3 | 3 | 0 | 0.0% |
| Q1 2024 | 3 | $3.6M | 147,943 | 1 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $2.0M | 92,464 | 4 | 0 | 0 | 0.0% |