7 institutions reported holding $25.5M of TIDAL TRUST II (GIAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Nicholas Wealth, LLC. ($22.3M), AE Wealth Management LLC ($2.1M), ZEGA Investments, LLC ($620,929), Farther Finance Advisors, LLC ($433,631), Triumph Capital Management ($5,175). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Nicholas Wealth, LLC. | $22.3M | 1.3M | Added |
| 2 | AE Wealth Management LLC | $2.1M | 123,899 | Added |
| 3 | ZEGA Investments, LLC | $620,929 | 35,996 | Added |
| 4 | Farther Finance Advisors, LLC | $433,631 | 25,138 | Added |
| 5 | Triumph Capital Management | $5,175 | 300 | New |
| 6 | Cape Investment Advisory, Inc. | $51 | 3 | New |
| 7 | Bogart Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30