21 institutions reported holding $78.9M of TIDAL TRUST II (SMCO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crumly & Associates Inc. ($14.3M), ENVESTNET ASSET MANAGEMENT INC ($11.2M), &PARTNERS ($10.7M), Hilton Capital Management, LLC ($7.1M), Fulton Bank, N.A. ($7.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | $14.3M | 461,501 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 361,007 | Added |
| 3 | &PARTNERS | $10.7M | 343,476 | Trimmed |
| 4 | Hilton Capital Management, LLC | $7.1M | 229,066 | Hold |
| 5 | Fulton Bank, N.A. | $7.1M | 228,516 | Added |
| 6 | UBS Group AG | $4.9M | 157,569 | Added |
| 7 | Janney Montgomery Scott LLC | $4.6M | 146,864 | Added |
| 8 | Visionary Wealth Advisors | $4.3M | 139,304 | Trimmed |
| 9 | Snowden Capital Advisors LLC | $3.8M | 122,411 | Added |
| 10 | LPL Financial LLC | $3.6M | 115,901 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $2.4M | 76,758 | New |
| 12 | OSAIC HOLDINGS, INC. | $1.7M | 53,378 | Trimmed |
| 13 | BENJAMIN EDWARDS INC | $746,666 | 24,086 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $733,910 | 23,675 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $611,227 | 19,717 | New |
| 16 | PIER 88 INVESTMENT PARTNERS LLC | $598,300 | 19,300 | Added |
| 17 | GTS SECURITIES LLC | $348,564 | 11,244 | Trimmed |
| 18 | WealthShield Partners, LLC | $218,209 | 7,039 | New |
| 19 | FIFTH THIRD BANCORP | $60,388 | 1,948 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $13,809 | 450 | Trimmed |
| 21 | MORGAN STANLEY | $899 | 29 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30