SMCZ β€” TIDAL TR II

Ownership history in StoneX Group Inc.  Β·  2 quarters on record

AI Ownership Summary

StoneX Group Inc. reported TIDAL TR II (SMCZ) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows SMCZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was StoneX Group Inc.'s position in TIDAL TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMCZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How StoneX Group Inc. held SMCZ β€” position size vs. price
% of Fund (quarterly)    SMCZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,225 -15,656 -78.7% 0.01% $246K 2026-02-14 (Est.) $41.24
2025 Q2 INITIATED 19,881 β€” β€” 0.00% $99K 2025-08-13 $35.95

🏒 Other funds also holding SMCZ

As of 2025 Q4 β€” sorted by position size

Jump Financial, LLC 3Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% Optiver Holding B.V. 3Y 0.0%

FAQ About StoneX Group Inc. and SMCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has StoneX Group Inc. reported owning SMCZ?

StoneX Group Inc. reported SMCZ across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SMCZ position in StoneX Group Inc.'s portfolio?

The largest reported portfolio weight for SMCZ was 0.01% in 2025 Q4.

What is the latest reported SMCZ position on this page?

The most recent filing on this page is 2025 Q4, when StoneX Group Inc. reported 4,225 shares, equal to 0.01% of portfolio, with an estimated market value of $246K.

What does the chart on this SMCZ ownership page compare?

The chart compares StoneX Group Inc.'s quarterly SMCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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