13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SMCO

TIDAL TR II

21 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 88636J675·21 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.8%
vs prior quarter
13F value held
$59M
64.0% inst. owned
of float
Holders
21
-6 QoQ
filers reporting
Activity
+105 / −46
+1,009 added · −863 reduced
this quarter
Concentration
20.89%
Crumly & Associates Inc. #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported SMCO in Q1 2026. Crumly & Associates Inc. leads at 20.9% of the visible book. -6 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Crumly & Associates Inc.
CIK 0001759578
$12M450K2.57%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M352K0.00%Q1 202603
&PARTNERS
CIK 0000107136
$9M348K0.05%Q1 202604
Hilton Capital Management, LLC
CIK 0001541211
$6M228K0.46%Q4 202505
FULTON BANK, N.A.
CIK 0000883782
$4M148K0.14%Q1 202606
Visionary Wealth Advisors
CIK 0001802984
$4M140K0.17%Q1 202607
Snowden Capital Advisors LLC
CIK 0001903055
$3M119K0.09%Q1 202608
LPL Financial LLC
CIK 0001403438
$3M114K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$3M97K0.00%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M59K0.00%Q1 202611
GTS SECURITIES LLC
CIK 0001452765· Market maker
$782,86629K0.03%Q1 202612
BENJAMIN EDWARDS INC
CIK 0001451623
$648,49324K0.01%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$540,25020K0.00%Q1 202614
PIER 88 INVESTMENT PARTNERS LLC
CIK 0001697366
$475,65018K0.12%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$258,80210K0.00%Q4 202516
FIFTH THIRD BANCORP
CIK 0000035527
$55,3932K0.00%Q1 202617
COMERICA BANK
CIK 0000901541
$36,7991K0.00%Q4 202518
JPMORGAN CHASE & CO
CIK 0000019617
$23,8809000.00%Q1 202619
Janney Montgomery Scott LLC
CIK 0001329948
$2,12178K0.01%Q1 202620
MORGAN STANLEY
CIK 0000895421
$788290.00%Q1 2026
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