23 institutions reported holding $45.0M of TIDAL TRUST II (APLY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tidal Investments LLC ($42.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($964,614), OLD MISSION CAPITAL LLC ($642,695), Cavalier Investments, LLC ($483,606), ZEGA Investments, LLC ($297,642). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tidal Investments LLC | $42.2M | 3.6M | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $964,614 | 82,025 | Added |
| 3 | OLD MISSION CAPITAL LLC | $642,695 | 54,651 | Trimmed |
| 4 | Cavalier Investments, LLC | $483,606 | 41,123 | Added |
| 5 | ZEGA Investments, LLC | $297,642 | 25,310 | Added |
| 6 | Cetera Investment Advisers | $187,560 | 15,949 | New |
| 7 | Allworth Financial LP | $65,162 | 5,541 | Added |
| 8 | Steward Partners Investment Advisory, LLC | $37,129 | 3,157 | Added |
| 9 | MCGUIRE CAPITAL ADVISORS INC | $35,280 | 3,000 | Hold |
| 10 | Royal Bank of Canada | $11,000 | 921 | Hold |
| 11 | MORGAN STANLEY | $7,072 | 601 | Added |
| 12 | AE Wealth Management LLC | $2,864 | 244 | Added |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $259 | 22 | Hold |
| 14 | HARBOUR INVESTMENTS, INC. | $65 | 5 | Hold |
| 15 | FMR LLC | $24 | 2 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $8 | 1 | Hold |
| 17 | CWM, LLC | $6 | 1 | Hold |
| 18 | Avion Wealth | $0 | 0 | Exited |
| 19 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 20 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 21 | BARCLAYS PLC | $0 | 0 | Exited |
| 22 | GROUP ONE TRADING LLC | $0 | 0 | Exited |
| 23 | HRT FINANCIAL LP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31