13F Insight
DOSSIER · 13F Holders · Q3 2026
AIPO

TIDAL TRUST II

144 institutions still hold TIDAL TRUST II as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88636R479·144 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$240M
visible holders
Holders
144
filers reporting
Concentration
7.45%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q3 2026

144 institutions reported AIPO in Q3 2026. Focus Partners Wealth leads at 7.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$18M635K0.02%Q3 202602
ROYAL BANK OF CANADA
CIK 0001000275
$16M470K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M546K0.00%Q3 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M508K0.02%Q3 202605
Trilogy Capital Inc.
CIK 0001722512
$11M393K0.43%Q3 202606
Cetera Investment Advisers
CIK 0001666741
$11M392K0.01%Q3 202607
Silverleafe Capital Partners, LLC
CIK 0001535611
$9M256K2.33%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M284K0.00%Q3 202609
Members Advisory Group LLC
CIK 0001908587
$7M243K1.98%Q3 202610
IFP Advisors, Inc
CIK 0001641866
$6M222K0.11%Q3 202611
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$6M212K0.18%Q3 202612
Waverly Advisors, LLC
CIK 0001568787
$6M177K0.03%Q2 202613
Belvedere Trading LLC
CIK 0001632341
$6M196K0.00%Q3 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$5M150K0.03%Q2 202615
PARK AVENUE SECURITIES LLC
CIK 0001071640
$5M170K0.03%Q3 202616
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$5M167K0.23%Q3 202617
StoneCrest Wealth Management, Inc.
CIK 0002008409
$5M166K1.50%Q3 202618
LPL Financial LLC
CIK 0001403438
$5M161K0.00%Q3 202619
UBS Group AG
CIK 0001610520
$3M111K0.00%Q3 202620
Arax Advisory Partners
CIK 0001586767
$3M110K0.02%Q3 2026
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