Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Tidal Trust II - Return Stacked Global Stocks & Bonds ETF include BLVD Private Wealth, LLC, Private Advisory Group LLC, Mml Investors Services, Llc, Envestnet Asset Management Inc, Barnes Wealth Management Group, Inc, Aptus Capital Advisors, LLC, Cohalo Advisory LLC, True Wealth Design, LLC, and Morgan Stanley .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | WJ Interests, LLC | 1,708,092 | 3.61 | 44,769 | 15.90 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 38,442 | 1,008 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 17,019 | 6.90 | 446 | 19.57 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 192,663 | 5,050 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8,744 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,937 | 103 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 122,876 | 16.43 | 3,221 | 30.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,412 | 57.19 | 718 | 75.98 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 83,524 | 3.77 | 2,189 | 16.13 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 752 | 20 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 112,621 | 4.01 | 2,957 | 23.31 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 434 | 21.91 | 11 | 37.50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 363,327 | 3.29 | 10 | 12.50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,469,787 | 1.24 | 91 | 12.50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 169,557 | 32.41 | 4,444 | 48.13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 54 | 1 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 2,778 | 73 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,744 | 229 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,625 | 1,163.07 | 95 | 1,483.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 246 | 179.55 | 6 | 200.00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,278 | 217 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 39,555 | 55.84 | 1,037 | 74.41 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 261,217 | 4.63 | 6,846 | 17.05 |
