WEEL — Tidal Trust II Institutional Holders · Q2 2026
Who owns Tidal Trust II (WEEL)? 9 institutions reported holding $4.90M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Garden State Investment Advisory Services LLC ($1.7M), Morgan Stanley ($797,419), Crew Capital Management, Ltd ($707,056).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Garden State Investment Advisory Services LLC | $1.7M | 84,725 | Added |
| 2 | MORGAN STANLEY | $797,419 | 40,152 | New |
| 3 | Crew Capital Management, Ltd | $707,056 | 35,602 | Added |
| 4 | SILVER OAK SECURITIES, INCORPORATED | $537,894 | 27,084 | Added |
| 5 | OLD MISSION CAPITAL LLC | $494,096 | 24,879 | New |
| 6 | CITADEL ADVISORS LLC | $445,738 | 22,444 | New |
| 7 | Advisory Services Network, LLC | $232,620 | 11,713 | Added |
| 8 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
| 9 | Evernest Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30