— Know what they know.
Not Investment Advice

RSBA Institutional Ownership

Tidal Trust II - Return Stacked Bonds & Merger Arbitrage ETF
1W: -0.4% 1M: -2.5% YTD: -3.4%
$19.88
-0.03 (-0.16%)
 
Weekly Expected Move ±0.9%
$20 $20 $20 $20 $20
ETF CBOE · AUM $50.9M

Institutional Ownership — RSBA

17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
1
New Positions
4
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Marex Group Ltd 399,787 $8M — +0.0% 4Q SEC ↗
2 MAI Capital Management 255,301 $5M -2,456 -1.0% 3Q SEC ↗
3 Wealthcare Advisory Partners LLC 168,575 $3M -327,443 -66.0% 6Q SEC ↗
4 STAPP WEALTH MANAGEMENT, PLLC 129,765 $3M +1,622 +1.3% 2Q SEC ↗
5 Sigma Planning Corp 112,369 $2M -4,013 -3.4% 5Q SEC ↗
6 Hilltop Holdings Inc. 95,000 $2M — +0.0% 2Q SEC ↗
7 Oregon Pacific Wealth Management, LLC 86,319 $2M +291 +0.3% 2Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 72,853 $1M +907 +1.3% 2Q SEC ↗
9 Innova Wealth Partners 65,464 $1M +22,765 +53.3% 2Q SEC ↗
10 Legacy Wealth Managment, LLC/ID 49,064 $975K -13,468 -21.5% 4Q SEC ↗
11 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 43,343 $862K — +0.0% 1Q SEC ↗
12 BANK OF MONTREAL /CAN 26,783 $532K -85 -0.3% 2Q SEC ↗
13 CWM, LLC 19,226 $382K +18,490 +2512.2% 3Q SEC ↗
14 JANE STREET GROUP, LLC 13,009 $259K -26,366 -67.0% 2Q SEC ↗
15 Professional Financial Advisors, LLC 10,774 $214K -321 -2.9% 2Q SEC ↗
16 MATHER GROUP, LLC. 1,804 $36K -224,603 -99.2% 2Q SEC ↗
17 CITADEL ADVISORS LLC 0 $0K -22,585 -100.0% 1Q SEC ↗
18 UBS Group AG 0 $0K -374 -100.0% 1Q SEC ↗
19 Worth Asset Management, LLC 0 $0K -10,270 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
WEALTH ENHANCEMENT ADVISORY SERVICE 43,343 $862K
Sold Out (3)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 22,585 $449K
Worth Asset Management, LLC 10,270 $204K
UBS Group AG 374 $7K
Biggest Increases (5)
HolderAddedChange %Total Shares
Innova Wealth Partners +22,765 +53.3% 65,464
CWM, LLC +18,490 +2512.2% 19,226
STAPP WEALTH MANAGEMENT, PLLC +1,622 +1.3% 129,765
COMMONWEALTH EQUITY SERVICES, LLC +907 +1.3% 72,853
Oregon Pacific Wealth Management, L +291 +0.3% 86,319
Biggest Decreases (8)
HolderReducedChange %Total Shares
Wealthcare Advisory Partners LLC -327,443 -66.0% 168,575
MATHER GROUP, LLC. -224,603 -99.2% 1,804
JANE STREET GROUP, LLC -26,366 -67.0% 13,009
Legacy Wealth Managment, LLC/ID -13,468 -21.5% 49,064
Sigma Planning Corp -4,013 -3.4% 112,369
MAI Capital Management -2,456 -1.0% 255,301
Professional Financial Advisors, LL -321 -2.9% 10,774
BANK OF MONTREAL /CAN -85 -0.3% 26,783

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms