12 institutions reported holding $9.7M of TIDAL TRUST II (SOXY) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($4.7M), ZEGA Investments, LLC ($1.4M), JANE STREET GROUP, LLC ($1.2M), OLD MISSION CAPITAL LLC ($970,842), Wealth Watch Advisors, INC ($686,461). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $4.7M | 74,635 | Added |
| 2 | ZEGA Investments, LLC | $1.4M | 22,047 | Added |
| 3 | JANE STREET GROUP, LLC | $1.2M | 19,679 | New |
| 4 | OLD MISSION CAPITAL LLC | $970,842 | 15,359 | Added |
| 5 | Wealth Watch Advisors, INC | $686,461 | 10,860 | Added |
| 6 | Authentikos Wealth Advisory, LLC | $407,054 | 6,440 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $248,352 | 3,929 | Trimmed |
| 8 | NBC SECURITIES, INC. | $37,357 | 591 | New |
| 9 | CWM, LLC | $4,741 | 75 | New |
| 10 | WELLS FARGO & COMPANY/MN | $20 | 0 | Exited |
| 11 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
| 12 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31