Home › AIPO

Who holds AIPO

TIDAL TRUST II · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Bouchey Financial Group, Ltd.1.2M$41.5M2.7%
Focus Partners Wealth650.3K$21.7M0.0%
COMMONWEALTH EQUITY SERVICES, LLC509.0K$17.0M0.0%
ROYAL BANK OF CANADA470.2K$15.7M0.0%
RAYMOND JAMES FINANCIAL INC450.6K$15.1M0.0%
Cetera Investment Advisers375.4K$12.5M0.0%
Performance Wealth Partners, LLC352.5K$11.8M0.3%
FRANKLIN RESOURCES INC254.9K$8.5M0.0%
Silverleafe Capital Partners, LLC292.9K$8.3M2.4%
Members Advisory Group LLC234.9K$7.8M2.2%
Waverly Advisors, LLC176.6K$5.9M0.0%
StoneCrest Wealth Management, Inc.171.8K$5.7M1.8%
INTEGRITY ALLIANCE, LLC.167.9K$5.6M0.2%
Farther Finance Advisors, LLC164.8K$5.5M0.0%
D. E. Shaw & Co., Inc.151.9K$5.1M0.0%
Integrated Wealth Concepts LLC149.5K$5.0M0.0%
Rockefeller Capital Management L.P.147.4K$4.9M0.0%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad117.3K$3.9M0.2%
PARK AVENUE SECURITIES LLC114.0K$3.8M0.0%
Parallel Advisors, LLC87.1K$2.9M0.0%
UBS Group AG86.2K$2.9M0.0%
Capital Investment Advisory Services, LLC68.5K$2.3M0.1%
WNY Asset Management, LLC67.5K$2.3M0.2%
Perennial Advisors, LLC56.1K$1.9M0.3%
OSAIC HOLDINGS, INC.55.4K$1.9M0.0%
ENVESTNET ASSET MANAGEMENT INC54.2K$1.8M0.0%
Summit Financial, LLC50.4K$1.7M0.0%
Lionsbridge Wealth Management LLC47.2K$1.6M1.5%
VISTA INVESTMENT PARTNERS II, LLC45.8K$1.5M0.6%
Steward Partners Investment Advisory, LLC44.0K$1.5M0.0%
Concurrent Investment Advisors, LLC43.6K$1.5M0.0%
Mirae Asset Global Investments Co., Ltd.56.3K$1.4M0.0%
Sigma Planning Corp39.9K$1.3M0.0%
Mariner, LLC38.6K$1.3M0.0%
Sanctuary Advisors, LLC38.1K$1.3M0.0%
TRUIST FINANCIAL CORP37.7K$1.3M0.0%
LPL Financial LLC36.5K$1.2M0.0%
Platform Technology Partners34.4K$1.1M0.2%
SHP Wealth Management33.8K$1.1M0.1%
CENTAURUS FINANCIAL, INC.33.7K$1.1M0.0%
GTS SECURITIES LLC33.5K$1.1M0.0%
Cambridge Investment Research Advisors, Inc.31.7K$1.1M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP29.8K$997,1550.0%
Arrowroot Family Office, LLC28.9K$966,0840.3%
Atria Investments, Inc28.6K$955,9270.0%
VVR Holdings LLC28.0K$934,5780.4%
Sunpointe, LLC27.9K$931,7710.3%
Essex Financial Services, Inc.24.8K$827,9000.0%
MORGAN STANLEY22.8K$760,4450.0%
Curbstone Financial Management Corp21.7K$725,5980.1%
Corient Private Wealth LP21.0K$703,1830.0%
Diversify Advisory Services, LLC24.1K$699,8020.0%
DIVERSIFY WEALTH MANAGEMENT, LLC24.1K$699,8020.0%
MIRAE ASSET SECURITIES (USA) INC.20.0K$669,4360.0%
CITADEL ADVISORS LLC · PUT option20.0K$668,2000.0%
Glenview Trust Co19.3K$644,9460.0%
Family Manage LLC19.3K$644,6790.1%
HRT FINANCIAL LP19.0K$634,0000.0%
AQR CAPITAL MANAGEMENT LLC16.1K$538,2950.0%
IEQ CAPITAL, LLC16.1K$538,2950.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}