Tidal Trust II (APLY) Hedge Fund Ownership (Q2 2026)

Tidal Trust II (APLY)

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

Smart Money Signals — APLY

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added APLY 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

24 hedge funds hold APLY right now — the highest count in 3.0 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 — +41% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+41% 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 — 75% buying

18 buying6 selling

Last quarter: 18 funds were net buyers (9 opened a brand new position + 9 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new APLY position: 6 → 6 → 2 → 9. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 38% entered in last year

■ 21% conviction (2yr+) ■ 42% medium ■ 38% new

Only 5 funds (21%) 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.

➡️

Steady discovery — ~9 new funds/quarter

6 → 6 → 6 → 2 → 9 new funds/Q

New funds entering each quarter: 6 → 6 → 2 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 33% veterans, 46% new entrants

■ 33% veterans ■ 21% 1-2yr ■ 46% new

Of 24 current holders: 8 (33%) held 2+ years, 5 held 1–2 years, 11 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

6 of 24 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	24	17	41.18%
13F Shares	6M	4M	54.41%
Total Value	$68M	$45M	51.93%
New Positions	9	2	+7
Increased Positions	9	7	+2
Closed Positions	2	6	-4
Reduced Positions	4	3	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

41.18%

13F Shares

54.41%

Total Value

$68M

$45M

51.93%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:

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

Top 24 APLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tidal Investments LLC	0.11%	5,608,914	$64.9M
2	Stirlingshire Investments, Inc.	0.10%	11,233	$130K
3	ZEGA Investments, LLC	0.03%	22,731	$263K
4	Cavalier Investments, LLC	0.03%	55,172	$638K
5	StoneX Group Inc.	0.01%	13,318	$164K
6	Old Mission Capital LLC	0.00%	20,120	$233K
7	Allworth Financial LP	0.00%	6,062	$70K
8	Lanark Financial, INC.	0.00%	300	$3K
9	Cetera Investment Advisers	0.00%	20,647	$239K
10	Steward Partners Investment Advisory, LLC	0.00%	3,171	$37K
11	Ameritas Advisory Services, LLC	0.00%	799	$9K
12	Susquehanna International Group, LLP	0.00%	104,241	$1.2M
13	IMC-Chicago, LLC	0.00%	20,281	$235K
14	Blue Bell Private Wealth Management, LLC	0.00%	22	—
15	AE Wealth Management LLC	0.00%	266	$3K
16	Jane Street Group, LLC	0.00%	13,463	$156K
17	TD Waterhouse Canada Inc.	0.00%	143	$2K
18	Royal Bank of Canada	0.00%	959	$11K
19	Mercer Global Advisors Inc /Adv	0.00%	100	$1K
20	Harbour Investments, INC.	0.00%	6	—
21	Simplex Trading, LLC	0.00%	103	$1K
22	Morgan Stanley	0.00%	101	$1K
23	Wells Fargo & Company/Mn	0.00%	1	—
24	Fmr LLC	0.00%	1	—

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 (APLY)

What does the Smart Money Trend signal show for APLY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APLY 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 APLY?

More buyers than sellers — 75% buying: Last quarter: 18 funds were net buyers (9 opened a brand new position + 9 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APLY holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 24 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held APLY?

Mostly new holders — 38% entered in last year: Only 5 funds (21%) 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.

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Tidal Trust II (APLY)

Smart Money Signals — APLY

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 75% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 38% entered in last year

Steady discovery — ~9 new funds/quarter

Mixed cohorts — 33% veterans, 46% new entrants

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — APLY

Hedge Fund Ownership: APLY

Market Analysis: APLY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: APLY

Hedge Fund Positioning: APLY

Statistics: APLY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tidal Trust II (APLY)

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