Who Owns TIDAL TRUST II (BTGD)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $4.3M of TIDAL TRUST II (BTGD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthcare Advisory Partners LLC ($1.3M), Centric Wealth Management ($821,598), Fermata Advisors, LLC ($690,313), ZEGA Investments, LLC ($405,529), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($399,489). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Wealthcare Advisory Partners LLC | $1.3M | 64,740 | Added |
| 2 | Centric Wealth Management | $821,598 | 26,711 | Hold |
| 3 | Fermata Advisors, LLC | $690,313 | 35,749 | Added |
| 4 | ZEGA Investments, LLC | $405,529 | 21,001 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $399,489 | 18,659 | Trimmed |
| 6 | Cumberland Partners Ltd | $384,636 | 19,919 | Added |
| 7 | CENTAURUS FINANCIAL, INC. | $178,000 | 9,209 | Added |
| 8 | Farther Finance Advisors, LLC | $49,395 | 2,558 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $43,447 | 2,250 | Added |
| 10 | American Capital Advisory, LLC | $19,310 | 1,000 | Hold |
| 11 | MATHER GROUP, LLC. | $9,597 | 497 | Trimmed |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $7,838 | 406 | Trimmed |
| 13 | BROWN BROTHERS HARRIMAN & CO | $5,021 | 260 | Hold |
| 14 | AE Wealth Management LLC | $4,712 | 244 | Hold |
| 15 | Crewe Advisors LLC | $2,256 | 117 | Hold |
| 16 | SIGNATUREFD, LLC | $1,062 | 55 | Trimmed |
| 17 | UBS Group AG | $850 | 44 | New |
| 18 | MORGAN STANLEY | $39 | 2 | New |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 20 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 22 | Scarborough Advisors, LLC | $0 | 0 | Exited |
| 23 | Garden State Investment Advisory Services LLC | $0 | 0 | Exited |
| 24 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 25 | EVOLUTION WEALTH MANAGEMENT INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30