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Tidal TR II

CUSIP: 88636J709 | 15 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Envestnet Asset Management Inc787,180
0.0% of portfolio›$15.0M
MML Investors Services, LLC247,064
0.0% of portfolio›$4.7K
Proequities, Inc.148,192
0.2% of portfolio›$2.8M
Donoghue Forlines LLC145,514
0.8% of portfolio›$2.8M
Envestnet Portfolio Solutions, Inc.25,734
0.0% of portfolio›$490.5K
Commonwealth Equity Services, LLC24,850
0.0% of portfolio›$474
GTS Securities LLC22,172
0.0% of portfolio›$422.6K
Global Retirement Partners, LLC10,222
0.0% of portfolio›$194.8K
Osaic Holdings, Inc.4,775
0.0% of portfolio›$91.0K
Royal Bank of Canada3,125
0.0% of portfolio›$60.0K
FTB Advisors, Inc.2,278
0.0% of portfolio›$43.4K
UBS Group AG953
0.0% of portfolio›$18.2K
StyleTurnoverLocationFiled
Envestnet Asset Management Inc
787,180$15.0M0.0%ETFLowBerwyn, PA2024-08-08
MML Investors Services, LLC
247,064$4.7K0.0%IndexLowSpringfield, MA2024-08-14
Proequities, Inc.
148,192$2.8M0.2%GrowthVery LowBirmingham, AL2024-07-23
Donoghue Forlines LLC
145,514$2.8M0.8%CoreVery HighBoston, MA2024-08-06
Envestnet Portfolio Solutions, Inc.
25,734$490.5K0.0%ETFLowBerwyn, PA2024-07-16
Commonwealth Equity Services, LLC
24,850$4740.0%ETFLowWaltham, MA2024-07-31
GTS Securities LLC
22,172$422.6K0.0%ETFVery HighNew York, NY2024-08-14
Global Retirement Partners, LLC
10,222$194.8K0.0%CoreLowSan Rafael, CA2024-07-23
Osaic Holdings, Inc.
4,775$91.0K0.0%IndexLowScottsdale, AZ2024-08-13
Royal Bank of Canada
3,125$60.0K0.0%CoreLowToronto, Australia2024-11-06
FTB Advisors, Inc.
2,278$43.4K0.0%GrowthVery LowMemphis, TN2024-07-19
UBS Group AG
953$18.2K0.0%CoreMediumZurich, Switzerland2024-08-14