DOSSIER · 13F Holders · Q2 2026
AIPO

TIDAL TRUST II

128 institutions still hold TIDAL TRUST II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88636R479·128 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$205M
visible holders
Holders
128
filers reporting
Concentration
20.24%
Bouchey Financial Group Ltd #1
top holder share
AI Holders Summary · Q2 2026

128 institutions reported AIPO in Q2 2026. Bouchey Financial Group Ltd leads at 20.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bouchey Financial Group Ltd
CIK 0001599054
$41M1.2M2.68%Q2 2026
02
Focus Partners Wealth
CIK 0001542153
$22M650K0.02%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M509K0.02%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$16M470K0.00%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M451K0.00%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$13M375K0.01%Q2 2026
07
Perfromance Wealth Partners, LLC
CIK 0001908765
$12M352K0.29%Q2 2026
08
Silverleafe Capital Partners, LLC
CIK 0001535611
$9M256K2.33%Q2 2026
09
FRANKLIN RESOURCES INC
CIK 0000038777
$9M255K0.00%Q2 2026
10
Members Advisory Group LLC
CIK 0001908587
$8M235K2.19%Q2 2026
11
Waverly Advisors, LLC
CIK 0001568787
$6M177K0.03%Q2 2026
12
StoneCrest Wealth Management, Inc.
CIK 0002008409
$6M172K1.83%Q2 2026
13
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$6M168K0.18%Q2 2026
14
Farther Finance Advisors, LLC
CIK 0001992825
$6M165K0.04%Q2 2026
15
Integrated Wealth Concepts LLC
CIK 0001737109
$5M150K0.02%Q2 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$5M147K0.01%Q2 2026
17
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$4M117K0.19%Q2 2026
18
Parallel Advisors, LLC
CIK 0001690010
$3M87K0.04%Q2 2026
19
UBS Group AG
CIK 0001610520
$3M86K0.00%Q2 2026
20
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M68K0.14%Q2 2026
Page 1 of 7
108 more holders available. Log in →