Who Owns TIDAL TRUST II (CHAT)? -- Institutional Holders (2026-03-31)

167 institutions reported holding $221.8M of TIDAL TRUST II (CHAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($61.7M), LPL Financial LLC ($33.3M), Gradient Investments LLC ($22.8M), CITADEL ADVISORS LLC ($11.3M), Mirae Asset Global Investments Co., Ltd. ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MAINSTAY CAPITAL MANAGEMENT LLC /ADV$61.7M997,326Added
2LPL Financial LLC$33.3M538,123Added
3Gradient Investments LLC$22.8M368,250Added
4CITADEL ADVISORS LLC$11.3M182,894Added
5Mirae Asset Global Investments Co., Ltd.$5.8M94,000New
6Janney Montgomery Scott LLC$4.5M72,650Added
7Quadcap Wealth Management, LLC$4.3M70,053Added
8JANE STREET GROUP, LLC$4.3M69,191Trimmed
9OSAIC HOLDINGS, INC.$3.9M63,855Added
10Mattson Financial Services, LLC$3.5M57,330Added
11Summit Financial, LLC$3.3M53,461Trimmed
12LaSalle St. Investment Advisors, LLC$3.3M52,993New
13Gemmer Asset Management LLC$2.7M44,093Trimmed
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M39,900Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$2.4M38,256Trimmed
16GTS SECURITIES LLC$2.1M34,430Added
17ENVESTNET ASSET MANAGEMENT INC$1.9M31,252Trimmed
18Cambridge Investment Research Advisors, Inc.$1.8M29,771Added
19FLOW TRADERS U.S. LLC$1.8M29,437New
20Berbice Capital Management LLC$1.7M27,149Added
21UNIQUE WEALTH, LLC$1.6M25,509Added
22SEAVIEW INVESTMENT MANAGERS LLC$1.4M21,890Added
23Visionary Wealth Advisors$1.3M21,701Added
24Venture Visionary Partners LLC$1.3M20,272Trimmed
25VALLEY NATIONAL ADVISERS INC$1.2M20,198Hold

Source: SEC Form 13F filings · as of 2026-03-31