15 institutions reported holding $113.8M of TIDAL TRUST II (FIAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tredje AP-fonden ($86.1M), Nicholas Wealth, LLC. ($11.2M), AE Wealth Management LLC ($9.7M), SMART Wealth LLC ($2.4M), ZEGA Investments, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tredje AP-fonden | $86.1M | 4.9M | Hold |
| 2 | Nicholas Wealth, LLC. | $11.2M | 641,157 | Trimmed |
| 3 | AE Wealth Management LLC | $9.7M | 554,847 | Added |
| 4 | SMART Wealth LLC | $2.4M | 139,556 | Trimmed |
| 5 | ZEGA Investments, LLC | $1.3M | 74,156 | New |
| 6 | Authentikos Wealth Advisory, LLC | $899,444 | 51,547 | Trimmed |
| 7 | Centric Wealth Management | $731,353 | 41,507 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $658,630 | 37,746 | Added |
| 9 | Q3 Asset Management | $486,000 | 27,894 | New |
| 10 | Kovack Advisors, Inc. | $191,810 | 10,984 | Hold |
| 11 | MORGAN STANLEY | $44,958 | 2,576 | Hold |
| 12 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 13 | Tidal Investments LLC | $0 | 0 | Exited |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31