Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust III (AIS)

116 + Investors. Track Smart Money conviction in AIS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +68
Streak
6Q ▲
Buyers last Q
84%

Smart Money Signals — AIS

Based on 118 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added AIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
118 hedge funds hold AIS right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +883% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+883% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 84% buying

97 buying18 selling
Last quarter: 97 funds were net buyers (73 opened a brand new position + 24 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new AIS position: 7 → 22 → 20 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 88% entered in last year

■ 0% conviction (2yr+) ■ 12% medium ■ 88% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +293% but shares only +92% — price-driven

Value
+292%
Shares
+91%
Last quarter: the total dollar value of institutional holdings rose +293%, but actual share count only changed +92%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

4 → 7 → 22 → 20 → 73 new funds/Q
New funds entering each quarter: 7 → 22 → 20 → 73. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 93% of holders entered in last year

■ 0% veterans ■ 7% 1-2yr ■ 93% new
Of 123 current holders: 114 (93%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
13 of 117 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIS

In 2026 Q2, 97 hedge funds were net buyers of AIS (73 opened a new position, 24 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +68 funds (more new holders than closures). Total institutional holders: 118.

Hedge Fund Ownership: AIS

How many hedge funds hold AIS — quarterly history vs. share price
Quarterly hedge fund ownership of AIS vs. share price

Market Analysis: AIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: AIS
116 + Investors

Track Smart Money conviction in AIS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 116 50 132.0%
13F Shares 4M 2M 91.29%
Total Value $298M $76M 292.19%
New Positions 72 20 +52
Increased Positions 24 13 +11
Closed Positions 5 6 -1
Reduced Positions 13 7 +6
Total Calls 3 0 100%
Total Puts 3 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: AIS

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Institutional Holders (2026 Q2)

116 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AIS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 5.86% 79,632 $6.8M
2 Carter Financial Group, INC. 3.47% 78,482 $6.7M
3 FWG Holdings, LLC 2.58% 110,584 $7.4M
4 Noble Wealth Management PBC 2.22% 58,079 $5.0M
5 Mainstay Capital Management LLC /Adv 2.14% 338,658 $28.9M
6 Berbice Capital Management LLC 2.06% 46,611 $4.0M
7 Beaumont Financial Advisors, LLC 1.74% 320,441 $27.3M
8 Tyche Wealth Partners LLC 1.72% 143,420 $12.2M
9 Client First Investment Management LLC 1.11% 30,921 $2.6M
10 ATX Financial Planning, LLC 0.98% 17,355 $1.5M
11 Vista Investment Partners II, LLC 0.86% 25,822 $2.2M
12 Mattson Financial Services, LLC 0.81% 57,796 $3.9M
13 Willner & Heller, LLC 0.58% 10,941 $933K
14 Grange Capital, LLC 0.53% 6,754 $576K
15 Gradient Investments LLC 0.47% 396,371 $33.8M
16 Brookwood Investment Group LLC 0.40% 41,564 $3.5M
17 Wealthstar Advisors, LLC 0.37% 14,968 $1.3M
18 Paladin Wealth, LLC 0.36% 7,212 $615K
19 Sankala Group LLC 0.27% 5,796 $403K
20 Aspirean Wealth, LLC 0.25% 3,163 $270K
21 Sylvest Advisors, LLC 0.21% 5,382 $459K
22 Per Stirling Capital Management, LLC. 0.17% 21,545 $1.8M
23 Oxinas Partners, LLC 0.15% 4,400 $375K
24 Silver Oak Securities, Incorporated 0.14% 26,204 $2.2M
25 Uptick Partners, LLC 0.13% 9,897 $844K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tidal Trust III (AIS)

What does the Smart Money Trend signal show for AIS?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added AIS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIS?

More buyers than sellers — 84% buying: Last quarter: 97 funds were net buyers (73 opened a brand new position + 24 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIS holders?

Smaller funds dominant — 17% AUM from top-100: 13 of 117 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AIS?

Mostly new holders — 88% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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