Titelia

Holdings of Defiance Large Cap Ex-mag 7 ETF

Tidal Trust II ·491 declared positions · as of Feb 28, 2026

Original filing · Net assets 141.9M $ · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Technology 19.7 %
  • Financials 17.3 %
  • Health care 14.3 %
  • Industrials 12.9 %
  • Consumer staples 7.4 %
  • Consumer discretionary 6.4 %
  • Energy 4.1 %
  • Communication 4.0 %
  • Utilities 3.6 %
  • Materials 3.0 %
  • Real estate 2.3 %
  • Unattributed 5.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • IE 0.3 %
  • GB 0.2 %
  • KY 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US483139.6M $99.39 %
2IE3445.6K $0.32 %
3GB2309K $0.22 %
4KY252.6K $0.04 %
5NL152.5K $0.04 %

Positions

RankCompanySharesValueWeight
401Ball Corp 97865.7K $0.05 %
402First Solar Inc 33165.3K $0.05 %
403CoStar Group Inc 1,45865.1K $0.05 %
404Southern Copper Corp 29364K $0.05 %
405NetApp Inc 64664K $0.05 %
406Zimmer Biomet Holdings Inc 64963.9K $0.05 %
407Loews Corp 57463.2K $0.04 %
408HEICO Corp 26363.1K $0.04 %
409West Pharmaceutical Services Inc 24863.1K $0.04 %
410Expeditors International of Washington Inc 43162.5K $0.04 %
411Alliant Energy Corp 86362.4K $0.04 %
412Lululemon Athletica Inc 33662.2K $0.04 %
413Rollins Inc 1,01862K $0.04 %
414Global Payments Inc 80961.9K $0.04 %
415JB Hunt Transport Services Inc 26561.9K $0.04 %
416McCormick & Co Inc/MD 86261.2K $0.04 %
417HP Inc 3,20660.9K $0.04 %
418Credo Technology Group Holding Ltd 54260.9K $0.04 %
419Twilio Inc 50360.8K $0.04 %
420Insulet Corp 24460.2K $0.04 %
421Reddit Inc 41159.9K $0.04 %
422Las Vegas Sands Corp 1,05559.8K $0.04 %
423Weyerhaeuser Co 2,43459.7K $0.04 %
424PTC Inc 37959.3K $0.04 %
425Tyson Foods Inc 91259.3K $0.04 %
426Deckers Outdoor Corp 49858.4K $0.04 %
427Viatris Inc 3,90158.2K $0.04 %
428Hologic Inc 76958K $0.04 %
429Textron Inc 57456.6K $0.04 %
430Burlington Stores Inc 18456.5K $0.04 %
431WP Carey Inc 75456.3K $0.04 %
432Super Micro Computer Inc 1,73556.2K $0.04 %
433Invitation Homes Inc 2,11455.7K $0.04 %
434Cooper Cos Inc/The 66055.2K $0.04 %
435SS&C Technologies Holdings Inc 73155K $0.04 %
436Annaly Capital Management Inc 2,36154.9K $0.04 %
437Trimble Inc 81054.2K $0.04 %
438Aptiv PLC 73353.9K $0.04 %
439IDEX Corp 25753.8K $0.04 %
440Genuine Parts Co 44753.3K $0.04 %
441CF Industries Holdings Inc 53553.3K $0.04 %
442Lennox International Inc 9353K $0.04 %
443Sun Communities Inc 38752.8K $0.04 %
444LyondellBasell Industries NV 91252.5K $0.04 %
445Avery Dennison Corp 26351.6K $0.04 %
446CDW Corp/DE 42151.6K $0.04 %
447Jacobs Solutions Inc 37451.6K $0.04 %
448Astera Labs Inc 42951K $0.04 %
449TransUnion 64350.5K $0.04 %
450Mid-America Apartment Communities, Inc. 37149.7K $0.04 %
451Zscaler Inc 33449.1K $0.03 %
452Clorox Co/The 38549K $0.03 %
453Regency Centers Corp 61348.4K $0.03 %
454Akamai Technologies Inc 48948.1K $0.03 %
455Essex Property Trust Inc 18848K $0.03 %
456Carlisle Cos Inc 12147.8K $0.03 %
457Masco Corp 66647.7K $0.03 %
458First Citizens BancShares Inc/NC 2547.5K $0.03 %
459Stanley Black & Decker Inc 53446.2K $0.03 %
460Host Hotels & Resorts Inc 2,35346.1K $0.03 %
461Affirm Holdings Inc 97445.8K $0.03 %
462Fidelity National Financial Inc 86245.6K $0.03 %
463Best Buy Co Inc 73145.3K $0.03 %
464Tyler Technologies Inc 12644.7K $0.03 %
465Gen Digital Inc 1,95944.2K $0.03 %
466Toast Inc 1,60843.9K $0.03 %
467Healthpeak Properties Inc 2,43343K $0.03 %
468Equity LifeStyle Properties Inc 63942.9K $0.03 %
469Atlassian Corp 56242.2K $0.03 %
470CNA Financial Corp 87742.1K $0.03 %
471UDR Inc 1,11541.8K $0.03 %
472Okta Inc 57541.7K $0.03 %
473Guidewire Software Inc 28541.4K $0.03 %
474Jack Henry & Associates Inc 24940.5K $0.03 %
475Domino's Pizza Inc 9939.8K $0.03 %
476HubSpot Inc 14839.1K $0.03 %
477Gartner Inc 24338.2K $0.03 %
478Camden Property Trust 34737.6K $0.03 %
479GoDaddy Inc 42737.2K $0.03 %
480Builders FirstSource Inc 34836.3K $0.03 %
481Grab Holdings Ltd 8,52236K $0.03 %
482Trade Desk Inc/The 1,48535.4K $0.02 %
483Pinterest Inc 2,05535.2K $0.02 %
484Zebra Technologies Corp 14833.1K $0.02 %
485Nutanix Inc 86433.1K $0.02 %
486Hormel Foods Corp 1,25932.2K $0.02 %
487Docusign Inc 65229.4K $0.02 %
488ICON PLC 26328.4K $0.02 %
489FactSet Research Systems Inc 11023.8K $0.02 %
490GLOBALFOUNDRIES Inc 34916.6K $0.01 %
491Ubiquiti Inc 107.7K $0.01 %