16 institutions reported holding $9.3M of TIDAL TRUST II (USOY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Navis Wealth Advisors, LLC ($7.8M), CITADEL ADVISORS LLC ($375,254), Foundations Investment Advisors, LLC ($368,800), GROUP ONE TRADING LLC ($303,246), HRT FINANCIAL LP ($239,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Navis Wealth Advisors, LLC | $7.8M | 846,565 | New |
| 2 | CITADEL ADVISORS LLC | $375,254 | 40,700 | Added |
| 3 | Foundations Investment Advisors, LLC | $368,800 | 40,000 | Hold |
| 4 | GROUP ONE TRADING LLC | $303,246 | 32,890 | Added |
| 5 | HRT FINANCIAL LP | $239,000 | 25,991 | Added |
| 6 | JANE STREET GROUP, LLC | $139,222 | 15,100 | New |
| 7 | SIMPLEX TRADING, LLC | $11,561 | 1,254 | New |
| 8 | JPMORGAN CHASE & CO | $4,941 | 533 | New |
| 9 | UBS Group AG | $2,563 | 278 | New |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $1,862 | 202 | New |
| 11 | FMR LLC | $562 | 61 | New |
| 12 | MORGAN STANLEY | $10 | 1 | Hold |
| 13 | Royal Bank of Canada | $0 | 0 | Exited |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 15 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 16 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31