10 institutions reported holding $37.1M of TIDAL TRUST II (RSSY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MATHER GROUP, LLC. ($10.3M), McGrath & Associates, Inc. ($7.6M), Innova Wealth Partners ($6.3M), Wright Wealth LLC ($4.9M), WJ Interests, LLC ($2.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $10.3M | 404,017 | Added |
| 2 | McGrath & Associates, Inc. | $7.6M | 297,185 | Added |
| 3 | Innova Wealth Partners | $6.3M | 246,565 | Added |
| 4 | Wright Wealth LLC | $4.9M | 190,364 | Trimmed |
| 5 | WJ Interests, LLC | $2.8M | 109,594 | Trimmed |
| 6 | Accurate Wealth Management, LLC | $2.0M | 77,936 | Trimmed |
| 7 | Bravias Capital Group, LLC | $1.8M | 69,613 | Added |
| 8 | SteelPeak Wealth, LLC | $725,578 | 28,425 | Added |
| 9 | AE Wealth Management LLC | $675,418 | 26,460 | New |
| 10 | Cohalo Advisory LLC | $59,582 | 2,334 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30