TIDAL TRUST II - iREIT MarketVector Quality REIT Index ETF (IRET) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / iREIT MarketVector Quality REIT Index ETF
Symbol
IRET
Shares outstanding
225,333
Price per share
$19.18
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
59,164
Total reported value
$1,134,990
% of total 13F portfolios
0%
Share change
+12,261
Value change
+$234,842
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TIDAL TRUST II - iREIT MarketVector Quality REIT Index ETF (IRET) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BROWN ADVISORY INC 2.1% -80% $91,044 -$382,260 4,732 -81% BROWN ADVISORY INC 31 May 2025

As of 30 Sep 2025, 4 institutional investors reported holding 59,164 shares of TIDAL TRUST II - iREIT MarketVector Quality REIT Index ETF (IRET). This represents 26% of the company’s total 225,333 outstanding shares.

Top 5 Institutional Shareholders

The largest institutional shareholders of TIDAL TRUST II - iREIT MarketVector Quality REIT Index ETF (IRET) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GTS SECURITIES LLC 12% 27,394 0.02% $525,527
SUSQUEHANNA INTERNATIONAL GROUP, LLP 9% 20,248 +81% 0% $388,430
HighTower Advisors, LLC 5.1% 11,500 0% 0% $220,611
UBS Group AG 0.01% 22 0% $422
Samalin Investment Counsel, LLC 0% 0 -100% $0

Institutional Holders of TIDAL TRUST II - iREIT MarketVector Quality REIT Index ETF (IRET) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 426 $8,066 -$212,962 $18.93 1
2025 Q3 59,164 $1,134,990 +$234,842 $19.18 4
2025 Q2 46,903 $900,493 -$1,158,056 $19.20 3
2025 Q1 105,561 $2,088,009 +$289,725 $19.78 5
2024 Q4 91,414 $1,827,482 +$391,176 $20.10 6
2024 Q3 71,953 $1,644,150 +$830,630 $22.85 4
2024 Q2 35,600 $715,036 +$195,372 $20.08 3
2024 Q1 25,390 $519,623 +$519,623 $20.24 2