18 institutions reported holding $43.6M of TIDAL TRUST II (RSBA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Wealthcare Advisory Partners LLC ($10.3M), Marex Group plc ($8.3M), MAI Capital Management ($5.4M), MATHER GROUP, LLC. ($4.7M), STAPP WEALTH MANAGEMENT, PLLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $10.3M | 496,018 | Added |
| 2 | Marex Group plc | $8.3M | 399,787 | Added |
| 3 | MAI Capital Management | $5.4M | 257,757 | Added |
| 4 | MATHER GROUP, LLC. | $4.7M | 226,407 | New |
| 5 | STAPP WEALTH MANAGEMENT, PLLC | $2.7M | 128,143 | New |
| 6 | Sigma Planning Corp | $2.4M | 116,382 | Added |
| 7 | Hilltop Holdings Inc. | $2.0M | 95,000 | New |
| 8 | Oregon Pacific Wealth Management, LLC | $1.8M | 86,028 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 71,946 | New |
| 10 | Legacy Wealth Managment, LLC/ID | $1.3M | 62,532 | Added |
| 11 | Innova Wealth Partners | $886,282 | 42,699 | New |
| 12 | JANE STREET GROUP, LLC | $817,287 | 39,375 | New |
| 13 | BANK OF MONTREAL /CAN/ | $557,686 | 26,868 | New |
| 14 | CITADEL ADVISORS LLC | $468,786 | 22,585 | New |
| 15 | CWM, LLC | $399,065 | 19,226 | Added |
| 16 | Professional Financial Advisors, LLC | $230,293 | 11,095 | New |
| 17 | UBS Group AG | $7,763 | 374 | New |
| 18 | Worth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31