13F Insight
DOSSIER · 13F Holders · Q1 2026
RSST

TIDAL TR II

69 institutions still hold TIDAL TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88636J816·69 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$252M
visible holders
Holders
69
filers reporting
Concentration
25.31%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported RSST in Q1 2026. CWM, LLC leads at 25.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$64M2.3M0.17%Q1 202602
Orion Portfolio Solutions, LLC
CIK 0001802647
$41M1.8M0.20%Q1 202503
CONTINUUM WEALTH ADVISORS, LLC
CIK 0001966482
$18M544K6.00%Q2 202604
Private Advisory Group LLC
CIK 0001632965
$16M504K0.89%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M350K0.01%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M333K0.00%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M331K0.02%Q2 202608
Triton Wealth Management, PLLC
CIK 0001791126
$8M257K2.58%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$8M242K0.04%Q2 202610
Innova Wealth Partners
CIK 0001888831
$8M237K3.17%Q2 202611
BWM Planning, LLC
CIK 0002039698
$8M230K1.74%Q2 202612
Sigma Planning Corp
CIK 0001449126
$7M215K0.18%Q2 202613
Brookwood Investment Group LLC
CIK 0002066812
$6M198K0.73%Q2 202614
WealthTrak Capital Management LLC
CIK 0002052710
$6M192K4.12%Q2 202615
Fermata Advisors, LLC
CIK 0001859259
$6M173K1.14%Q2 202616
Professional Financial Advisors, LLC
CIK 0001798221
$5M156K0.88%Q2 202617
Wright Wealth LLC
CIK 0002046147
$5M142K2.79%Q2 202618
World Investment Advisors
CIK 0001652594
$5M162K0.07%Q1 202619
Accurate Wealth Management, LLC
CIK 0001877728
$4M135K0.43%Q2 202620
McGrath & Associates, Inc.
CIK 0002054701
$4M130K5.53%Q2 2026
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