TIDAL TRUST II

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CHAT·88636J600·US·etf·Unknown - Unknown

ROUNDHILL GENER

CHAT (TIDAL TRUST II) is held by 40 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($33.3M), Mirae Asset Global Investments Co., Ltd. ($5.8M), CITADEL ADVISORS LLC ($4.9M). Net institutional sentiment: Mixed.

40

Holders

Avg rating(11 Elite)

$67.2M

Total Value

57% (48)

Fund Consensus

24 buying - 18 selling

Smart Money Verdict

View all

49Weak MomentumSingle Source

Institutional (13F)49

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CHAT's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

15

★★★★

Strong

13

★★★

Solid

7

★★

Below

2

★

Weak

Held by 40 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (40)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	538,123(+3.3%)	$33.3M	0.0%	+80.31%	30
MAMirae Asset Global Investments Co., Ltd.	New	94,000	$5.8M	0.0%	+39.42%	38
CITADEL ADVISORS LLC	Decreased	78,894(-35.5%)	$4.9M	0.0%	+44.13%	0
JANE STREET GROUP, LLC	Decreased	64,791(-16.4%)	$4M	0.0%	+44.09%	0
OSAIC HOLDINGS, INC.	Increased	63,855(+6.0%)	$3.9M	0.0%	+80.91%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	38,256(-58.5%)	$2.4M	0.0%	+122.08%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	31,252(-47.1%)	$1.9M	0.0%	+48.34%	0
STIFEL FINANCIAL CORP	Increased	18,667(+55.3%)	$1.2M	0.0%	+71.15%	36
UBS Group AG	Increased	13,603(+103.0%)	$841,346	0.0%	+41.72%	40
Equitable Holdings, Inc.	Increased	14,007(+16.6%)	$825,853	0.0%	+56.64%	29
Creative Planning	Increased	12,131(+6.5%)	$750,283	0.0%	+96.06%	26
Allworth Financial LP	Increased	12,043(+19.4%)	$744,883	0.0%	+43.96%	29
OneDigital Investment Advisors LLC	New	10,321	$638,341	0.0%	+39.42%	34
AE Wealth Management LLC	Increased	8,842(+14.9%)	$546,853	0.0%	+48.01%	28
Private Advisor Group, LLC	Decreased	8,782(-1.8%)	$543,168	0.0%	+44.17%	0
Mariner, LLC	Increased	8,008(+83.4%)	$495,295	0.0%	+41.97%	37
FWFocus Partners Wealth	Increased	7,508(+19.0%)	$464,391	0.0%	+109.79%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	7,133(-47.2%)	$451,664	0.0%	+93.92%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	7,186(+34.4%)	$444,454	0.0%	+42.92%	31
RAYMOND JAMES FINANCIAL INC	Increased	6,654(+21.6%)	$411,550	0.0%	+43.30%	29

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer