Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST II (AIYY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
2Q ▼
Buyers last Q
22%

Smart Money Signals — AIYY

Based on 5 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their AIYY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 36% of 2.5Y high

36% of all-time peak
Only 5 funds hold AIYY today versus a peak of 14 funds at 2025 Q2 — just 36% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 50% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold AIYY compared to a year ago (-50% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 22% buying

2 buying7 selling
Last quarter: 7 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 2 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 40% entered in last year

0% conviction (2yr+) 60% medium 40% 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.
⚠️

Saturation — most institutions already know this story

3 → 6 → 6 → 2 → 0 new funds/Q
New funds entering each quarter: 6 → 6 → 2 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 80% of holders entered in last year

0% veterans 20% 1-2yr 80% new
Of 5 current holders: 4 (80%) 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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
2 of 5 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AIYY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — AIYY

In 2026 Q1, 2 hedge funds were net buyers of AIYY (2 added to existing positions), while 7 reduced or exited (1 trimmed, 6 sold completely) — a 22% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 44% of total institutional value in AIYY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 5.

Hedge Fund Ownership: AIYY

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

Market Analysis: AIYY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIYY

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

Is It Too Late to Buy TIDAL TRUST II (AIYY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIYY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 63d ago
AIYY
+11.3%
SPY
+16.3%

AIYY outperformed SPY by -5.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 18d ago
AIYY
+28.6%
SPY
+2.3%

Since the filing became public, AIYY outperformed SPY by +26.3% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: AIYY
5 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 5 11 -54.55%
13F Shares 624 1M -99.94%
Total Value $6K $18M -99.97%
New Positions 0 2 -2
Increased Positions 2 0 +2
Closed Positions 6 5 +1
Reduced Positions 1 8 -7
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIYY

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Institutional Holders (2026 Q1)

5 + investors

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

QUARTER:
Top 5 institutional holders of AIYY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Versant Capital Management, Inc 0.00% 65
2 Steward Partners Investment Advisory, LLC 0.00% 282 $3K
3 SIMPLEX TRADING, LLC 0.00% 273 $3K
4 HOLLENCREST CAPITAL MANAGEMENT 0.00% 2
5 WELLS FARGO & COMPANY/MN 0.00% 2
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 II (AIYY)

What does the Smart Money Trend signal show for AIYY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AIYY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AIYY?

Heavy selling pressure — only 22% buying: Last quarter: 7 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AIYY holders?

Elite ownership — 44% AUM from top-100 funds: 2 of 5 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AIYY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIYY?

Mostly new holders — 40% 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 II (AIYY) following the 2026 Q1 hedge fund 13F filings?

As of today, AIYY has moved +28.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the SPY sector ETF — an outperformance of +26.3%. Since the quarter end (March 31, 2026), AIYY has gained +11.3% vs +16.3% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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