17 institutions reported holding $32.2M of TIDAL TRUST II (RSBA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marex Group plc ($8.4M), MAI Capital Management ($5.4M), Wealthcare Advisory Partners LLC ($3.5M), STAPP WEALTH MANAGEMENT, PLLC ($2.7M), Sigma Planning Corp ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marex Group plc | $8.4M | 399,787 | Hold |
| 2 | MAI Capital Management | $5.4M | 255,301 | Trimmed |
| 3 | Wealthcare Advisory Partners LLC | $3.5M | 168,575 | Trimmed |
| 4 | STAPP WEALTH MANAGEMENT, PLLC | $2.7M | 129,765 | Added |
| 5 | Sigma Planning Corp | $2.4M | 112,369 | Trimmed |
| 6 | Hilltop Holdings Inc. | $2.0M | 95,000 | Hold |
| 7 | Oregon Pacific Wealth Management, LLC | $1.8M | 86,319 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 72,853 | Added |
| 9 | Innova Wealth Partners | $1.4M | 65,464 | Added |
| 10 | Legacy Wealth Managment, LLC/ID | $1.0M | 49,064 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $908,920 | 43,343 | New |
| 12 | BANK OF MONTREAL /CAN/ | $563,849 | 26,783 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $273,872 | 13,009 | Trimmed |
| 14 | Professional Financial Advisors, LLC | $226,820 | 10,774 | Trimmed |
| 15 | MATHER GROUP, LLC. | $37,979 | 1,804 | Trimmed |
| 16 | UBS Group AG | $0 | 0 | Exited |
| 17 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30