Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Tidal Trust II - Return Stacked U.S. Stocks & Gold/Bitcoin ETF include Clg Llc, Napa Wealth Management, Jane Street Group, Llc, IFP Advisors, Inc, and Proequities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Napa Wealth Management | 54,758 | 1,146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Clg Llc | 94,611 | 1,980 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,338 | 216 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,250 | 26 |
