Skip to content
Disclosery

AIPO TIDAL TRUST II

Follow

DEFIA AI PWR ETF (fund)

133 managers (134 13F filers) reported a position in AIPO shares at 2026-06-30, 8,163,004 shares in all. 86 filers opened a position and 5 filers sold out during the quarter.

Managers
133
13F filers
134
New
86
Added
30
Reduced
9
Sold out
5
Shares held by filers
8,163,004

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bouchey Financial Group, Ltd.1,241,131$41.5M2.68%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth650,256$21.7M0.02%+280,88013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC509,007$17M0.02%+235,09513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA470,229$15.7M<0.01%+79,56113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC450,563$15.1M<0.01%+411,00113F-HRTimelineGroup
Cetera Investment Advisers375,407$12.5M0.01%+12,81513F-HRTimeline
Performance Wealth Partners, LLC352,481$11.8M0.29%new13F-HRTimeline
Silverleafe Capital Partners, LLC256,011$8.55M2.33%+64,38313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources254,906$8.52M<0.01%new13F-HRTimelineGroup
Members Advisory Group LLC234,902$7.85M2.19%new13F-HRTimeline
Waverly Advisors, LLC176,607$5.9M0.03%new13F-HRTimeline
StoneCrest Wealth Management, Inc.171,823$5.74M1.83%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.167,891$5.61M0.18%+30413F-HRTimeline
Farther Finance Advisors, LLC164,759$5.5M0.04%-5,07313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.151,910$5.08M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC149,693$5M0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…147,388$4.92M0.01%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …117,261$3.92M0.19%+67,22113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,961$3.81M0.02%new13F-HRTimelineGroup
Parallel Advisors, LLC87,064$2.91M0.04%-10,51613F-HRTimeline
UBS Group AGin group UBS Group AG86,239$2.88M<0.01%+77,44413F-HRTimelineGroup
Capital Investment Advisory Services, L…68,497$2.29M0.14%+36,97713F-HRTimeline
WNY Asset Management, LLC67,501$2.26M0.2%new13F-HRTimeline
Perennial Advisors, LLC56,114$1.87M0.29%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,448$1.85M<0.01%+36,56213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,182$1.81M<0.01%new13F-HRTimelineGroup
Summit Financial, LLC50,375$1.68M0.02%new13F-HRTimeline
Lionsbridge Wealth Management LLC47,220$1.58M1.55%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC45,784$1.53M0.6%new13F-HRTimeline
Steward Partners Investment Advisory, L…44,037$1.47M0.01%+40,73713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,592$1.46M0.01%+6,90913F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding48,212$1.4MnewTimeline
Sigma Planning Corp39,918$1.33M0.03%+21,89913F-HRTimeline
Mariner, LLCin group Mariner, LLC38,593$1.29M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC38,149$1.27M0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,713$1.26M<0.01%+13,76313F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…37,510$1.25M<0.01%-18,78013F-HRTimelineGroup
LPL Financial LLC36,490$1.22M<0.01%new13F-HRTimeline
Platform Technology Partners34,366$1.15M0.19%+1,97313F-HRTimeline
SHP Wealth Management33,767$1.13M0.08%+3,80713F-HRTimeline
CENTAURUS FINANCIAL, INC.33,669$1.12M0.04%-6,19213F-HRTimeline
GTS SECURITIES LLC33,478$1.12M0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…31,695$1.06M<0.01%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,846$997K<0.01%new13F-HRTimelineGroup
Arrowroot Family Office, LLC28,916$966K0.28%-11,95013F-HRTimeline
Atria Investments, Inc28,612$956K0.01%new13F-HRTimeline
VVR Holdings LLC27,973$935K0.4%new13F-HRTimeline
Sunpointe, LLC27,889$932K0.26%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.24,780$828K0.04%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,761$760K<0.01%+22,73613F-HRTimelineGroup
Curbstone Financial Management Corp21,718$726K0.12%+36013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,045$703K<0.01%new13F-HR/ATimelineGroup
MIRAE ASSET SECURITIES (USA) INC.20,037$669K0.03%-28,49713F-HRTimeline
Glenview Trust Co19,304$645K0.01%new13F-HR/ATimeline
Family Manage LLC19,296$645K0.07%013F-HRTimeline
HRT FINANCIAL LP19,005$634K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,112$538K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC16,112$538K<0.01%new13F-HRTimeline
Bauman Advisory Group, LLC16,040$536K0.28%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,776$527K<0.01%+7,06513F-HRTimelineGroup
Wealthspire Advisors, LLC15,715$525K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,637$522K0.01%+1,70913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,129$505K<0.01%+14,87913F-HRTimelineGroup
Concentrum Wealth Management14,943$499K0.12%new13F-HRTimeline
PFG Investments, LLC14,910$498K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,927$497K<0.01%+1,42713F-HRTimeline
HighTower Advisors, LLC14,731$492K<0.01%-89813F-HRTimeline
CoreCap Advisors, LLC14,387$481K0.01%-14,40013F-HRTimeline
Tradition Wealth Management, LLC14,194$474K0.03%new13F-HRTimeline
Elm3 Financial Group, LLC13,876$464K0.32%new13F-HRTimeline
EFG International AGin group EFG International AG13,860$463K0.01%+2,86013F-HRTimelineGroup
AdvisorNet Financial, Inc13,370$447K0.02%+2,27013F-HRTimeline
Creative Planningin group Creative Planning12,681$424K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,711$391K<0.01%+3,33013F-HRTimelineGroup
Laurel Wealth Advisors LLC11,347$379K0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,724$358K<0.01%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC10,555$353K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,302$344K0.01%new13F-HRTimelineGroup
Arax Advisory Partners9,992$334K<0.01%new13F-HRTimeline
HB Wealth Management, LLC9,990$334K<0.01%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC9,900$331K0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,892$330K<0.01%new13F-HRTimelineGroup
Everest Financial Group LLC9,250$309K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.9,200$295K<0.01%+5013F-HRTimeline
NewEdge Advisors, LLC8,595$287K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,466$283K<0.01%new13F-HRTimeline
Westwind Capital76,718$256K0.06%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC7,600$254K0.14%new13F-HRTimeline
Moors & Cabot, Inc.7,400$247K0.01%new13F-HRTimeline
Crusonia Wealth Advisors LLC7,231$242K0.04%new13F-HRTimeline
HBK Sorce Advisory LLC7,864$237K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.6,600$221K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,405$214K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,300$210K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,876$196K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,246$138K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC2,730$91.2K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,429$81K<0.01%-77313F-HRTimelineGroup
Belvedere Trading LLC2,347$78.4K0.01%new13F-HRTimeline
Markowski Investments2,150$71.8K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,722$57.5K<0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,708$57.1K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,591$53.2K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC1,358$45.4K0.02%new13F-HRTimeline
SIGNATUREFD, LLC950$31.7K<0.01%013F-HRTimeline
EASTERN BANK941$31.4K<0.01%new13F-HRTimeline
Blue Trust, Inc.802$26.8K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC800$26.7K<0.01%new13F-HRTimelineGroup
Ankerstar Wealth, LLC766$25.6K0.02%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC696$23.3K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.669$22.4K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…658$21.1K<0.01%013F-HRTimeline
AE Wealth Management LLC537$17.9K<0.01%new13F-HRTimeline
Allworth Financial LP490$16.4K<0.01%+30013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC500$15.1K<0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC370$12.4K<0.01%new13F-HRTimeline
TSFG, LLC370$12K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC330$11K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…243$8.12K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC200$6.68K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC195$6.51K<0.01%new13F-HRTimeline
Triumph Capital Management170$5.68K<0.01%new13F-HRTimeline
Continuum Advisory, LLC168$5.61K<0.01%new13F-HRTimeline
IFP Advisors, Inc158$5.28K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC99$3.31K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/80$2.67K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT53$1.77K<0.01%013F-HRTimeline
Aspect Partners, LLC50$1.67K<0.01%+2013F-HRTimeline
Clearstead Advisors, LLC42$1.4K<0.01%013F-HRTimeline
Strive Financial Group ,LLC33$1.1K<0.01%new13F-HR/ATimeline
Gould Capital, LLC20$668<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…18$601<0.01%+313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners16$535<0.01%new13F-HRTimelineGroup