15 institutions reported holding $66.5M of TIDAL TR II (RSSY) in SEC 13F filings for 2026-03-31. Largest institutional holders: KIM, LLC ($35.3M), Private Advisory Group LLC ($6.9M), McGrath & Associates, Inc. ($6.3M), Innova Wealth Partners ($4.5M), Wright Wealth LLC ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KIM, LLC | $35.3M | 1.6M | Trimmed |
| 2 | Private Advisory Group LLC | $6.9M | 309,603 | Added |
| 3 | McGrath & Associates, Inc. | $6.3M | 284,018 | Added |
| 4 | Innova Wealth Partners | $4.5M | 201,104 | Added |
| 5 | Wright Wealth LLC | $4.3M | 194,149 | Added |
| 6 | WJ Interests, LLC | $2.6M | 116,459 | Added |
| 7 | Accurate Wealth Management, LLC | $2.1M | 89,557 | Trimmed |
| 8 | MATHER GROUP, LLC. | $1.6M | 72,938 | New |
| 9 | Bravias Capital Group, LLC | $1.1M | 50,872 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $680,823 | 30,608 | New |
| 11 | SteelPeak Wealth, LLC | $580,685 | 26,106 | New |
| 12 | BlackDiamond Wealth Management, LLC | $523,585 | 23,539 | Hold |
| 13 | Cohalo Advisory LLC | $52,417 | 2,356 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 15 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31