Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PINNACLE FOCUSED
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
790K
-
Shares change
-
+97.3K
-
Total reported value, excl. options
-
$19.3M
-
Value change
-
+$2.44M
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$24.30
Significant Holders of TIDAL TRUST II - PINNACLE FOCUSED (FCUS) as of Q4 2023
5 filings reported holding FCUS - TIDAL TRUST II - PINNACLE FOCUSED as of Q4 2023.
TIDAL TRUST II - PINNACLE FOCUSED (FCUS) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 790K shares
.
Largest 5 shareholders include Pinnacle Family Advisors, LLC (609K shares), MAGNOLIA CAPITAL ADVISORS LLC (96K shares), Cambridge Investment Research Advisors, Inc. (64.4K shares), Walker Asset Management, LLC (12K shares), and OLD MISSION CAPITAL LLC (8.88K shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.