13F Insight
DOSSIER · 13F Holders · Q4 2025Cheap mega-capRe-rated
FCUS

TIDAL TR II PINNACLE

11 institutions still hold TIDAL TR II PINNACLE as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88634T519·11 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 7.6%
vs prior quarter
13F value held
$48M
49.0% inst. owned
of float
Holders
11
+114 QoQ
filers reporting
Activity
+64 / −104
+847 added · −749 reduced
this quarter
Concentration
45.23%
Pinnacle Family Advisors, LLC #1
top holder share
AI Holders Summary · Q4 2025

11 institutions reported FCUS in Q4 2025. Pinnacle Family Advisors, LLC leads at 45.2% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Pinnacle Family Advisors, LLC
CIK 0001679064
$22M691K9.54%Q4 202502
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$8M216K1.52%Q1 202603
Sigma Planning Corp
CIK 0001449126
$7M195K0.20%Q1 202604
LPL Financial LLC
CIK 0001403438
$7M188K0.00%Q1 202605
Farther Finance Advisors, LLC
CIK 0001992825
$3M72K0.02%Q1 202606
Kovack Advisors, Inc.
CIK 0001728321
$1M29K0.06%Q1 202607
Walker Asset Management, LLC
CIK 0001923053
$836,89523K0.45%Q1 202608
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$52,1621K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$45,0441K0.00%Q1 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2,71776K0.01%Q1 202611
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025