Latest Period
Q1 2026
Security Snapshot
TIDAL TRUST II - YIELDMAX SMCI (SMCY) Institutional Ownership
CUSIP: 88636R867
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
18
Shares (Excl. Options)
2,293,063
Price
$5.48
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- Security type / class
- Equity / YIELDMAX SMCI
- Symbol
- SMCY
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,293,063
- Total 13F value
- $12,565,832
- Portfolio coverage rank
- 0%
- Share change
- -284,359
- Value change
- -$1,753,841
- Number of holders
- 18
- SEC-reported price per share
- $6.37
Latest holder snapshot
5 signals
Issuer context
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SMCY - TIDAL TRUST II - YIELDMAX SMCI is tracked under CUSIP 88636R867.
- 18 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 22 to 18 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $20,768,038 to $12,565,832.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 18 institutions filings for Q1 2026.
Security key
88636R867
Latest holder period
Q1 2026
13F holders
18
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 88636R867:
As of 31 Mar 2026, 18 institutional investors reported holding 2,293,063 shares of TIDAL TRUST II - YIELDMAX SMCI (SMCY).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 2,293,063 | $12,565,832 | -$1,753,841 | $5.48 | 18 |
| 2025 Q4 | 2,588,734 | $20,768,038 | +$562,231 | $8.10 | 22 |
| 2025 Q3 | 2,457,433 | $37,942,986 | +$10,871,136 | $15.44 | 21 |
| 2025 Q2 | 1,746,714 | $37,043,103 | +$13,256,967 | $21.21 | 11 |
| 2025 Q1 | 1,121,813 | $23,198,555 | +$2,352,800 | $20.68 | 7 |
| 2024 Q4 | 1,000,675 | $25,806,504 | +$24,787,258 | $25.79 | 9 |
| 2024 Q3 | 39,521 | $1,934,359 | +$1,934,359 | $48.95 | 2 |