19 institutions reported holding $60.5M of TIDAL TRUST II (SMCO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Crumly & Associates Inc. ($12.2M), ENVESTNET ASSET MANAGEMENT INC ($9.6M), &PARTNERS ($9.4M), Hilton Capital Management, LLC ($6.2M), Fulton Bank, N.A. ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | $12.2M | 449,785 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 351,703 | Added |
| 3 | &PARTNERS | $9.4M | 348,456 | Added |
| 4 | Hilton Capital Management, LLC | $6.2M | 229,066 | Added |
| 5 | Fulton Bank, N.A. | $4.0M | 147,832 | Added |
| 6 | Visionary Wealth Advisors | $3.8M | 140,002 | Added |
| 7 | Snowden Capital Advisors LLC | $3.2M | 119,229 | Trimmed |
| 8 | LPL Financial LLC | $3.1M | 113,696 | Added |
| 9 | UBS Group AG | $2.6M | 96,835 | New |
| 10 | Janney Montgomery Scott LLC | $2.1M | 78,019 | New |
| 11 | OSAIC HOLDINGS, INC. | $1.6M | 58,634 | Trimmed |
| 12 | GTS SECURITIES LLC | $782,866 | 28,803 | Trimmed |
| 13 | BENJAMIN EDWARDS INC | $648,493 | 23,861 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $540,250 | 19,877 | Added |
| 15 | PIER 88 INVESTMENT PARTNERS LLC | $475,650 | 17,500 | Hold |
| 16 | FIFTH THIRD BANCORP | $55,393 | 2,038 | New |
| 17 | JPMORGAN CHASE & CO | $23,880 | 900 | New |
| 18 | MORGAN STANLEY | $788 | 29 | Hold |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31