Who Owns TIDAL TRUST II (RSBT)? -- Institutional Holders (2026-03-31)
28 institutions reported holding $50.9M of TIDAL TRUST II (RSBT) in SEC 13F filings for 2026-03-31. Largest institutional holders: World Investment Advisors ($7.3M), Integrated Wealth Concepts LLC ($7.1M), IMC-Chicago, LLC ($6.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($5.2M), Innova Wealth Partners ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | World Investment Advisors | $7.3M | 385,308 | Trimmed |
| 2 | Integrated Wealth Concepts LLC | $7.1M | 378,380 | Trimmed |
| 3 | IMC-Chicago, LLC | $6.2M | 168,400 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.2M | 271,388 | New |
| 5 | Innova Wealth Partners | $4.3M | 226,986 | Added |
| 6 | BWM Planning, LLC | $3.3M | 176,004 | Trimmed |
| 7 | MATHER GROUP, LLC. | $3.0M | 159,751 | New |
| 8 | Wright Wealth LLC | $2.6M | 136,183 | Trimmed |
| 9 | Trailhead Planners LLC | $1.9M | 100,943 | Added |
| 10 | WealthTrak Capital Management LLC | $1.9M | 100,868 | Added |
| 11 | GROUP ONE TRADING LLC | $1.7M | 133,800 | Trimmed |
| 12 | SteelPeak Wealth, LLC | $1.2M | 62,476 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 56,540 | Added |
| 14 | Fermata Advisors, LLC | $840,703 | 44,600 | Added |
| 15 | Accurate Wealth Management, LLC | $562,107 | 29,476 | Trimmed |
| 16 | Betterment LLC | $503,000 | 26,701 | Added |
| 17 | SIMPLEX TRADING, LLC | $450,145 | 31,200 | Trimmed |
| 18 | Worth Asset Management, LLC | $426,255 | 22,613 | Added |
| 19 | HRT FINANCIAL LP | $398,000 | 11,400 | Trimmed |
| 20 | Kovack Advisors, Inc. | $378,934 | 20,101 | New |
| 21 | Professional Financial Advisors, LLC | $289,611 | 15,364 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $281,088 | 18,517 | New |
| 23 | Aptus Capital Advisors, LLC | $58,963 | 3,128 | Hold |
| 24 | Farther Finance Advisors, LLC | $40,741 | 2,166 | Hold |
| 25 | CWM, LLC | $13,949 | 740 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31