15 institutions reported holding $36.3M of TIDAL TRUST II (RSBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MATHER GROUP, LLC. ($8.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5.6M), COMMONWEALTH EQUITY SERVICES, LLC ($5.0M), Innova Wealth Partners ($4.7M), BWM Planning, LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $8.9M | 468,556 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.6M | 293,144 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 262,392 | Added |
| 4 | Innova Wealth Partners | $4.7M | 245,069 | Added |
| 5 | BWM Planning, LLC | $3.9M | 202,643 | Added |
| 6 | Wright Wealth LLC | $2.7M | 141,559 | Added |
| 7 | WealthTrak Capital Management LLC | $2.0M | 102,664 | Added |
| 8 | Fermata Advisors, LLC | $1.7M | 90,821 | Added |
| 9 | SteelPeak Wealth, LLC | $1.3M | 67,699 | Added |
| 10 | Professional Financial Advisors, LLC | $287,180 | 15,083 | Trimmed |
| 11 | Accurate Wealth Management, LLC | $255,751 | 13,489 | Trimmed |
| 12 | Wealth Enhancement Trust Services, Inc. | $77,207 | 4,055 | New |
| 13 | Farther Finance Advisors, LLC | $44,582 | 2,342 | Added |
| 14 | Kovack Advisors, Inc. | $0 | 0 | Exited |
| 15 | Worth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30