CHAT institutional holders

TIDAL TRUST II · 13F, 2026Q2

Managers holding214
Shares held4,408,138
Reported value$434.3m
Quarter flows82 new, 67 added, 28 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MAINSTAY CAPITAL MANAGEMENT LLC /ADV992,705$98.0m7.2%
LPL Financial LLC667,470$65.9m0.0%
Gradient Investments LLC279,378$27.6m0.4%
COMMONWEALTH EQUITY SERVICES, LLC163,188$16.1m0.0%
OLD MISSION CAPITAL LLC143,248$14.1m0.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP101,534$10.0m0.0%
Mirae Asset Global Investments Co., Ltd.100,000$9.9m0.0%
Janney Montgomery Scott LLC82,761$8.2m0.0%
Berbice Capital Management LLC79,814$7.9m4.1%
Summit Financial, LLC78,162$7.7m0.1%
Quadrature Capital Ltd76,986$7.6m0.1%
Cambridge Investment Research Advisors, Inc.75,084$7.4m0.0%
Gemmer Asset Management LLC70,695$7.0m0.5%
Quadcap Wealth Management, LLC69,330$6.8m0.7%
LaSalle St. Investment Advisors, LLC64,968$6.4m0.8%
OSAIC HOLDINGS, INC.60,777$6.0m0.0%
MONETA GROUP INVESTMENT ADVISORS LLC55,467$5.5m0.0%
INSIGNEO ADVISORY SERVICES, LLC49,719$4.9m0.2%
Brookstone Capital Management42,254$4.2m0.0%
MONEY CONCEPTS CAPITAL CORP36,251$3.6m0.2%
MGO ONE SEVEN LLC35,100$3.5m0.1%
UBS Group AG34,551$3.4m0.0%
Mattson Financial Services, LLC40,631$3.4m0.7%
ENVESTNET ASSET MANAGEMENT INC30,656$3.0m0.0%
UNIQUE WEALTH, LLC29,516$2.9m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CHAT"). CHAT price history · All 13F data

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