Tidal Trust III (AIS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Tidal Trust III (AIS) following the 2026 Q1 hedge fund 13F filings?

As of today, AIS has moved +20.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +18.1%. Since the quarter end (March 31, 2026), AIS gained +94.3% vs +15.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Tidal Trust III (AIS)

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

Smart Money Signals — AIS

Based on 50 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 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

50 hedge funds hold AIS right now — the highest count in 1.5 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 — +400% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+400% 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 — 72% buying

33 buying13 selling

Last quarter: 33 funds were net buyers (20 opened a brand new position + 13 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 7 → 22 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 80% entered in last year

■ 0% conviction (2yr+) ■ 20% medium ■ 80% 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.

🚀

Acceleration phase — new buyers rushing in

9 → 4 → 7 → 22 → 20 new funds/Q

New funds entering each quarter: 4 → 7 → 22 → 20. 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 — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 50 current holders: 50 (100%) 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.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

7 of 50 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	50	36	38.89%
13F Shares	2M	1M	78.76%
Total Value	$76M	$40M	90.57%
New Positions	20	22	-2
Increased Positions	13	9	+4
Closed Positions	6	4	+2
Reduced Positions	7	1	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

38.89%

13F Shares

78.76%

Total Value

$76M

$40M

90.57%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

50 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AIS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SFI Advisors, LLC	3.61%	81,972	$3.4M
2	FWG Holdings, LLC	2.75%	166,215	$7.3M
3	Beaumont Financial Advisors, LLC	1.01%	351,420	$14.7M
4	Tyche Wealth Partners LLC	0.88%	136,295	$5.7M
5	Carter Financial Group, INC.	0.82%	31,580	$1.3M
6	Berbice Capital Management LLC	0.75%	27,401	$1.1M
7	ATX Financial Planning, LLC	0.56%	17,446	$731K
8	Noble Wealth Management PBC	0.49%	23,477	$984K
9	Wealthstar Advisors, LLC	0.26%	13,468	$564K
10	Willner & Heller, LLC	0.20%	6,412	$269K
11	Gts Securities LLC	0.14%	94,642	$4.0M
12	Brookwood Investment Group LLC	0.12%	22,461	$941K
13	Oxinas Partners, LLC	0.09%	4,900	$205K
14	Beck Capital Management, LLC	0.07%	6,914	$290K
15	Elequin Capital, LP	0.07%	18,562	$778K
16	Uptick Partners, LLC	0.06%	7,076	$297K
17	WealthCare Investment Partners, LLC	0.06%	4,705	$211K
18	U.S. Capital Wealth Advisors, LLC	0.05%	46,345	$1.9M
19	Gladstone Institutional Advisory LLC	0.03%	21,290	$892K
20	Kintra Wealth, LLC	0.03%	9,427	$395K
21	CoreCap Advisors, LLC	0.03%	18,262	$765K
22	Mather Group, LLC.	0.03%	60,932	$2.6M
23	Osbon Capital Management LLC	0.02%	592	$25K
24	Mml Investors Services, LLC	0.01%	79,436	$3.3M
25	World Investment Advisors	0.01%	13,158	$551K

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 — 5 quarters in a row: For 5 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 — 72% buying: Last quarter: 33 funds were net buyers (20 opened a brand new position + 13 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIS holders?

Strong quality — 25% AUM from major funds: 7 of 50 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AIS?

Mostly new holders — 80% 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.

Is it too late to buy Tidal Trust III (AIS) following the 2026 Q1 hedge fund 13F filings?

As of today, AIS has moved +20.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +18.1%. Since the quarter end (March 31, 2026), AIS has gained +94.3% vs +15.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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Tidal Trust III (AIS)

Smart Money Signals — AIS

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +400% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~20 new funds per quarter

Mostly new holders — 80% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — AIS

Hedge Fund Ownership: AIS

Market Analysis: AIS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AIS

Is It Too Late to Buy Tidal Trust III (AIS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AIS

Statistics: AIS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Tidal Trust III (AIS)

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