CHAT — Tidal Trust II Institutional Holders · Q3 2026
Who owns Tidal Trust II (CHAT)? 11 institutions reported holding $26.98M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($19.7M), Box Hill Private Wealth LLC ($2.2M), Venture Visionary Partners LLC ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $19.7M | 213,846 | Trimmed |
| 2 | Box Hill Private Wealth LLC | $2.2M | 23,420 | Added |
| 3 | Venture Visionary Partners LLC | $1.9M | 20,140 | Trimmed |
| 4 | Noble Wealth Management PBC | $1.1M | 12,430 | Added |
| 5 | Valeo Financial Advisors, LLC | $627,654 | 6,824 | Hold |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $553,682 | 6,020 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $532,419 | 5,788 | Added |
| 8 | Allen Mooney & Barnes Investment Advisors LLC | $432,306 | 4,700 | Hold |
| 9 | GK Wealth Management LLC | $18,313 | 199 | New |
| 10 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
| 11 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30