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RSBT TIDAL TRUST II

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RTN STACKED BD (fund)

20 managers (20 13F filers) reported a position in RSBT shares at 2026-03-31, 2,219,716 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
3
Added
8
Reduced
6
Sold out
2
Shares held by filers
2,219,716

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
World Investment Advisors385,308$7.26M0.12%-4,97513F-HRTimeline
Integrated Wealth Concepts LLC378,380$7.13M0.06%-40,23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…271,388$5.17M0.01%new13F-HRTimeline
Innova Wealth Partners226,986$4.28M2.03%+56,54313F-HRTimeline
BWM Planning, LLC176,004$3.32M0.88%-41,79713F-HRTimeline
MATHER GROUP, LLC.159,751$3.01M0.03%new13F-HRTimeline
Wright Wealth LLC136,183$2.57M1.72%-44413F-HRTimeline
Trailhead Planners LLC100,943$1.9M1.83%+13,47813F-HRTimeline
WealthTrak Capital Management LLC100,868$1.9M1.36%+1,49013F-HRTimeline
SteelPeak Wealth, LLC62,476$1.18M0.04%+30,08613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,540$1.07M<0.01%+42,28913F-HRTimeline
Fermata Advisors, LLC44,600$841K0.19%+8,64713F-HRTimeline
Accurate Wealth Management, LLC29,476$562K0.07%-37,36613F-HRTimeline
Betterment LLC26,701$503K<0.01%+2,00613F-HRTimeline
Worth Asset Management, LLC22,613$426K0.16%+4,29813F-HRTimeline
Kovack Advisors, Inc.20,101$379K0.02%new13F-HRTimeline
Professional Financial Advisors, LLC15,364$290K0.06%-68,39613F-HRTimeline
Aptus Capital Advisors, LLC3,128$59K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,166$40.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC740$13.9K<0.01%013F-HRTimelineGroup