RSSX Institutional Ownership
Tidal Trust II - Return Stacked U.S. Stocks & Gold/Bitcoin ETF
1W: -2.4%
1M: +4.3%
YTD: -5.5%
$27.18
+0.03 (+0.11%)
Weekly Expected Move ±4.1%
$25
$26
$27
$28
$29
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Institutional Ownership — RSSX
14
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
4
New Positions
3
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1,108,902 | 30M | +780,111 | +237.3% | 3Q | SEC ↗ |
| 2 | Integrated Wealth Concepts LLC | 127,900 | 3M | — | +0.0% | 4Q | SEC ↗ |
| 3 | SteelPeak Wealth, LLC | 62,200 | 2M | -963 | -1.5% | 2Q | SEC ↗ |
| 4 | Accurate Wealth Management, LLC | 37,993 | 1M | +9,999 | +35.7% | 2Q | SEC ↗ |
| 5 | Innova Wealth Partners | 36,166 | 983K | -447 | -1.2% | 4Q | SEC ↗ |
| 6 | CLG LLC | 27,448 | 746K | -103,370 | -79.0% | 5Q | SEC ↗ |
| 7 | BANK OF MONTREAL /CAN | 21,712 | 590K | -64 | -0.3% | 3Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,544 | 531K | +1,603 | +8.9% | 2Q | SEC ↗ |
| 9 | Wealthcare Advisory Partners LLC | 18,929 | 514K | +449 | +2.4% | 3Q | SEC ↗ |
| 10 | MATHER GROUP, LLC. | 15,060 | 409K | -7,784 | -34.1% | 2Q | SEC ↗ |
| 11 | Worth Asset Management, LLC | 14,504 | 394K | -1,578 | -9.8% | 4Q | SEC ↗ |
| 12 | Professional Financial Advisors, LLC NEW | 9,061 | 246K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG NEW | 689 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 14 | IFP Advisors, Inc NEW | 299 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 23 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Triton Wealth Management, PLLC | 0 | 0K | -30,997 | -100.0% | 2Q | SEC ↗ |
| 17 | Betterment LLC | 0 | 0K | -22,928 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Professional Financial Advisors, LL | 9,061 | 246K |
| UBS Group AG | 689 | 19K |
| IFP Advisors, Inc | 299 | 8K |
| MERCER GLOBAL ADVISORS INC /ADV | 23 | 1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Triton Wealth Management, PLLC | 30,997 | 842K |
| Betterment LLC | 22,928 | 623K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +780,111 | +237.3% | 1,108,902 |
| Accurate Wealth Management, LLC | +9,999 | +35.7% | 37,993 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,603 | +8.9% | 19,544 |
| Wealthcare Advisory Partners LLC | +449 | +2.4% | 18,929 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CLG LLC | -103,370 | -79.0% | 27,448 |
| MATHER GROUP, LLC. | -7,784 | -34.1% | 15,060 |
| Worth Asset Management, LLC | -1,578 | -9.8% | 14,504 |
| SteelPeak Wealth, LLC | -963 | -1.5% | 62,200 |
| Innova Wealth Partners | -447 | -1.2% | 36,166 |
| BANK OF MONTREAL /CAN | -64 | -0.3% | 21,712 |