7 institutions reported holding $7.7M of TIDAL TRUST II (WEEL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Orion Porfolio Solutions, LLC ($5.1M), Garden State Investment Advisory Services LLC ($1.2M), Crew Capital Management, Ltd ($608,633), SILVER OAK SECURITIES, INCORPORATED ($303,725), Evernest Financial Advisors, LLC ($290,174). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $5.1M | 260,560 | Trimmed |
| 2 | Garden State Investment Advisory Services LLC | $1.2M | 63,025 | Added |
| 3 | Crew Capital Management, Ltd | $608,633 | 31,356 | Added |
| 4 | SILVER OAK SECURITIES, INCORPORATED | $303,725 | 15,648 | Added |
| 5 | Evernest Financial Advisors, LLC | $290,174 | 14,300 | Added |
| 6 | Advisory Services Network, LLC | $212,272 | 10,936 | New |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31