24 institutions reported holding $6.0M of TIDAL TRUST II (BLOX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Nicholas Wealth, LLC. ($2.4M), SMART Wealth LLC ($1.2M), JANE STREET GROUP, LLC ($994,858), CITADEL ADVISORS LLC ($613,571), UBS Group AG ($286,830). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Nicholas Wealth, LLC. | $2.4M | 183,226 | Added |
| 2 | SMART Wealth LLC | $1.2M | 92,996 | Added |
| 3 | JANE STREET GROUP, LLC | $994,858 | 76,823 | Added |
| 4 | CITADEL ADVISORS LLC | $613,571 | 47,380 | Added |
| 5 | UBS Group AG | $286,830 | 22,149 | New |
| 6 | HRT FINANCIAL LP | $284,000 | 21,978 | New |
| 7 | ZEGA Investments, LLC | $130,762 | 10,097 | New |
| 8 | SOA Wealth Advisors, LLC. | $21,591 | 1,667 | Added |
| 9 | Lloyd Advisory Services, LLC. | $14,278 | 1,103 | New |
| 10 | Kingdom Financial Group LLC. | $14,278 | 1,103 | Added |
| 11 | SIGNATUREFD, LLC | $12,345 | 953 | Added |
| 12 | EverSource Wealth Advisors, LLC | $9,713 | 750 | New |
| 13 | Allworth Financial LP | $6,890 | 532 | Added |
| 14 | PIN OAK INVESTMENT ADVISORS INC | $3,000 | 205 | Hold |
| 15 | SALEM INVESTMENT COUNSELORS INC | $1,943 | 150 | New |
| 16 | Scarborough Advisors, LLC | $1,461 | 113 | Added |
| 17 | Osbon Capital Management LLC | $738 | 57 | New |
| 18 | MORGAN STANLEY | $19 | 1 | New |
| 19 | SWAN Capital LLC | $13 | 1 | New |
| 20 | WELLS FARGO & COMPANY/MN | $6 | 0 | Exited |
| 21 | FMR LLC | $0 | 0 | Exited |
| 22 | Delos Wealth Advisors, LLC | $0 | 0 | Exited |
| 23 | Atlantic Union Bankshares Corp | $0 | 0 | Exited |
| 24 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31