15 institutions reported holding $9.0M of TIDAL TRUST II (CHPY) in SEC 13F filings for 2026-06-30. Largest institutional holders: RiverTree Advisors, LLC ($2.3M), Belvedere Trading LLC ($1.8M), Triumph Capital Management ($1.3M), Kovack Advisors, Inc. ($1.3M), Northstar Advisory Group, LLC ($496,228). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RiverTree Advisors, LLC | $2.3M | 26,356 | New |
| 2 | Belvedere Trading LLC | $1.8M | 20,200 | New |
| 3 | Triumph Capital Management | $1.3M | 15,308 | New |
| 4 | Kovack Advisors, Inc. | $1.3M | 15,164 | New |
| 5 | Northstar Advisory Group, LLC | $496,228 | 5,630 | New |
| 6 | Brookstone Capital Management | $438,310 | 4,973 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $263,673 | 2,992 | New |
| 8 | J.W. COLE ADVISORS, INC. | $241,504 | 2,740 | New |
| 9 | PFG Investments, LLC | $224,757 | 2,550 | New |
| 10 | Dynamic Advisor Solutions LLC | $221,423 | 2,512 | New |
| 11 | Ameliora Wealth Management Ltd. | $176,280 | 2,000 | Hold |
| 12 | AE Wealth Management LLC | $69,542 | 789 | Added |
| 13 | NBC SECURITIES, INC. | $46,890 | 532 | Added |
| 14 | Avion Wealth | $17,000 | 200 | New |
| 15 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30