14 institutions reported holding $37.4M of TIDAL TRUST II (RSSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($26.0M), CLG LLC ($3.1M), Integrated Wealth Concepts LLC ($3.0M), SteelPeak Wealth, LLC ($1.5M), Innova Wealth Partners ($857,843). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CWM, LLC | $26.0M | 1.1M | Added |
| 2 | CLG LLC | $3.1M | 130,818 | Added |
| 3 | Integrated Wealth Concepts LLC | $3.0M | 127,900 | Hold |
| 4 | SteelPeak Wealth, LLC | $1.5M | 63,163 | New |
| 5 | Innova Wealth Partners | $857,843 | 36,613 | Added |
| 6 | Accurate Wealth Management, LLC | $710,488 | 27,994 | New |
| 7 | MATHER GROUP, LLC. | $535,235 | 22,844 | New |
| 8 | BANK OF MONTREAL /CAN/ | $510,212 | 21,776 | Added |
| 9 | Wealthcare Advisory Partners LLC | $432,986 | 18,480 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $420,358 | 17,941 | New |
| 11 | Worth Asset Management, LLC | $376,801 | 16,082 | Trimmed |
| 12 | Betterment LLC | $0 | 0 | Exited |
| 13 | IFP Advisors, Inc | $0 | 0 | Exited |
| 14 | Triton Wealth Management, PLLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31