12 institutions reported holding $25.2M of TIDAL TRUST II (SOXY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tidal Investments LLC ($10.2M), AE Wealth Management LLC ($8.4M), ZEGA Investments, LLC ($2.1M), JANE STREET GROUP, LLC ($1.1M), Wealth Watch Advisors, INC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tidal Investments LLC | $10.2M | 89,404 | New |
| 2 | AE Wealth Management LLC | $8.4M | 73,705 | Trimmed |
| 3 | ZEGA Investments, LLC | $2.1M | 18,727 | Trimmed |
| 4 | JANE STREET GROUP, LLC | $1.1M | 9,670 | Trimmed |
| 5 | Wealth Watch Advisors, INC | $1.1M | 9,238 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.0M | 9,096 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $627,158 | 5,487 | Added |
| 8 | Authentikos Wealth Advisory, LLC | $486,655 | 4,258 | Trimmed |
| 9 | SIMPLEX TRADING, LLC | $73,036 | 639 | New |
| 10 | NBC SECURITIES, INC. | $63,092 | 552 | Trimmed |
| 11 | MORGAN STANLEY | $124 | 1 | New |
| 12 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30