9 institutions reported holding $4.9M of TIDAL TRUST II (WEEL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Garden State Investment Advisory Services LLC ($1.7M), MORGAN STANLEY ($797,419), Crew Capital Management, Ltd ($707,056), SILVER OAK SECURITIES, INCORPORATED ($537,894), OLD MISSION CAPITAL LLC ($494,096). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Garden State Investment Advisory Services LLC | $1.7M | 84,725 | Added |
| 2 | MORGAN STANLEY | $797,419 | 40,152 | New |
| 3 | Crew Capital Management, Ltd | $707,056 | 35,602 | Added |
| 4 | SILVER OAK SECURITIES, INCORPORATED | $537,894 | 27,084 | Added |
| 5 | OLD MISSION CAPITAL LLC | $494,096 | 24,879 | New |
| 6 | CITADEL ADVISORS LLC | $445,738 | 22,444 | New |
| 7 | Advisory Services Network, LLC | $232,620 | 11,713 | Added |
| 8 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
| 9 | Evernest Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30