16 institutions reported holding $54.2M of TIDAL TRUST II (RSSY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MATHER GROUP, LLC. ($10.3M), KIM, LLC ($8.7M), Private Advisory Group LLC ($7.7M), McGrath & Associates, Inc. ($7.6M), Innova Wealth Partners ($6.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $10.3M | 404,017 | Added |
| 2 | KIM, LLC | $8.7M | 340,000 | Trimmed |
| 3 | Private Advisory Group LLC | $7.7M | 300,995 | Trimmed |
| 4 | McGrath & Associates, Inc. | $7.6M | 297,185 | Added |
| 5 | Innova Wealth Partners | $6.3M | 246,565 | Added |
| 6 | Wright Wealth LLC | $4.9M | 190,364 | Trimmed |
| 7 | WJ Interests, LLC | $2.8M | 109,594 | Trimmed |
| 8 | Accurate Wealth Management, LLC | $2.0M | 77,936 | Trimmed |
| 9 | Bravias Capital Group, LLC | $1.8M | 69,613 | Added |
| 10 | SteelPeak Wealth, LLC | $725,578 | 28,425 | Added |
| 11 | AE Wealth Management LLC | $675,418 | 26,460 | New |
| 12 | BlackDiamond Wealth Management, LLC | $604,011 | 23,539 | Hold |
| 13 | AlphaCore Capital LLC | $101,466 | 3,975 | New |
| 14 | Cohalo Advisory LLC | $59,582 | 2,334 | Trimmed |
| 15 | UBS Group AG | $7,556 | 296 | New |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30