IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tidal Trust II

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tidal Investments LLC
DECREASED
Shares3,384,272 from 3,436,318
Change-52,046 (-2%)
Value$31.0M (+$828.5K)
Filed 2025-11-14
Old Mission Capital LLC
INCREASED
Shares50,990 from 34,657
Change+16,333 (+47%)
Value$467.6K (+$162.9K)
Filed 2025-11-14
Avion Wealth
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$229 (+$10)
Filed 2025-10-24
Signal Advisors Wealth, LLC
NEW
Shares22,897
Change+22,897
Value$210.0K
Filed 2025-10-10
EWG Elevate Inc.
NEW
Shares12,089
Change+12,089
Value$110.9K
Filed 2025-10-07
AE Wealth Management LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$14.7K (+$608)
Filed 2025-11-03
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$12.2K (+$503)
Filed 2025-11-12
Ameritas Advisory Services, LLC
INCREASED
Shares866 from 798
Change+68 (+9%)
Value$7.9K (+$922)
Filed 2025-11-06
Global Retirement Partners, LLC
INCREASED
Shares233 from 207
Change+26 (+13%)
Value$2.1K (+$314)
Filed 2025-10-21
Simplex Trading, LLC
INCREASED
Shares226 from 93
Change+133 (+143%)
Value$2 (+$2)
Filed 2025-11-12
Group One Trading LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.8K (+$76)
Filed 2025-11-12
Tucker Asset Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$917 (+$38)
Filed 2026-01-06
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$18 (+$5)
Filed 2026-05-27
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 (+$5)
Filed 2025-11-13
Citadel Advisors LLC
CLOSED
Shares0 from 13,317
Change-13,317 (-100%)
Value$0 (-$117.1K)
Filed 2025-11-14
Beaird Harris Wealth Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$2.6K)
Filed 2025-11-13
Bank of America Corp
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$105)
Filed 2026-02-03
CWM, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-10-15
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Tidal Investments LLC
DECREASED3,384,2723,436,318-52,046-2%$30.2M$31.0M+$828.5K2025-11-14
Old Mission Capital LLC
INCREASED50,99034,657+16,333+47%$304.6K$467.6K+$162.9K2025-11-14
Avion Wealth
UNCHANGED25,00025,00000%$219$229+$102025-10-24
Signal Advisors Wealth, LLC
NEW22,897—+22,897——$210.0K—2025-10-10
EWG Elevate Inc.
NEW12,089—+12,089——$110.9K—2025-10-07
AE Wealth Management LLC
UNCHANGED1,6001,60000%$14.1K$14.7K+$6082025-11-03
Steward Partners Investment Advisory, LLC
UNCHANGED1,3251,32500%$11.6K$12.2K+$5032025-11-12
Ameritas Advisory Services, LLC
INCREASED866798+68+9%$7.0K$7.9K+$9222025-11-06
Global Retirement Partners, LLC
INCREASED233207+26+13%$1.8K$2.1K+$3142025-10-21
Simplex Trading, LLC
INCREASED22693+133+143%$0$2+$22025-11-12
Group One Trading LLC
UNCHANGED20020000%$1.8K$1.8K+$762025-11-12
Tucker Asset Management LLC
UNCHANGED10010000%$879$917+$382026-01-06
Morgan Stanley
UNCHANGED1100%$13$18+$52026-05-27
Wells Fargo & Company
UNCHANGED1100%$5$10+$52025-11-13
Citadel Advisors LLC
CLOSED013,317-13,317-100%$117.1K$0-$117.1K2025-11-14
Beaird Harris Wealth Management, LLC
CLOSED0300-300-100%$2.6K$0-$2.6K2025-11-13
Bank of America Corp
CLOSED012-12-100%$105$0-$1052026-02-03
CWM, LLC
UNCHANGED000—$0$0$02025-10-15
Proequities, Inc.
N/A—00—$0———
Showing 19 of 19 institutions