Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust I (BOAT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — BOAT

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BOAT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
28 funds currently hold this stock — 93% of the 3.0-year high of 30 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +115% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+115% 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.
🟡

Slight buying edge — 52% buying

12 buying11 selling
Last quarter: 12 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 15 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 29% long-term, 43% new

■ 29% conviction (2yr+) ■ 29% medium ■ 43% new
Of the 28 current holders: 8 (29%) held >2 years, 8 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~6 new funds/quarter

2 → 5 → 4 → 15 → 6 new funds/Q
New funds entering each quarter: 5 → 4 → 15 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 46% new entrants

■ 36% veterans ■ 18% 1-2yr ■ 46% new
Of 28 current holders: 10 (36%) held 2+ years, 5 held 1–2 years, 13 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
8 of 27 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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.

Institutional Sentiment Summary — BOAT

In 2026 Q2, 12 hedge funds were net buyers of BOAT (6 opened a new position, 6 added to an existing one), while 11 reduced or exited (3 trimmed, 8 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: BOAT

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

Market Analysis: BOAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOAT

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BOAT
2026 Q3 Stats Unlock in 49 days 27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 30 -10.0%
13F Shares 150K 311K -51.9%
Total Value $6M $10M -45.74%
New Positions 6 15 -9
Increased Positions 6 7 -1
Closed Positions 8 1 +7
Reduced Positions 3 3 -
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOAT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 BOAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westbourne Investments, INC. 0.26% 17,086 $648K
2 Harbor Asset Planning, Inc. 0.15% 5,133 $195K
3 Balefire, LLC 0.04% 5,978 $227K
4 CNB Bank 0.01% 1,000 $38K
5 Citizens Financial Group Inc/Ri 0.01% 23,067 $884K
6 EverSource Wealth Advisors, LLC 0.00% 489 $19K
7 Mml Investors Services, LLC 0.00% 7,832 $297K
8 Highline Wealth Partners LLC 0.00% 50 $2K
9 Farther Finance Advisors, LLC 0.00% 1,175 $45K
10 Commonwealth Equity Services, LLC 0.00% 7,152 $271K
11 TD Waterhouse Canada Inc. 0.00% 2,506 $95K
12 Belvedere Trading LLC 0.00% 5,500 $209K
13 Osaic Holdings, INC. 0.00% 4,088 $155K
14 IFP Advisors, Inc 0.00% 200 $8K
15 Susquehanna International Group, LLP 0.00% 45,542 $1.7M
16 Harbour Investments, INC. 0.00% 177 $7K
17 Clearstead Advisors, LLC 0.00% 220 $8K
18 Envestnet Asset Management Inc 0.00% 8,184 $310K
19 Triumph Capital Management 0.00% 10 —
20 Citadel Advisors LLC 0.00% 7,316 $277K
21 Royal Bank of Canada 0.00% 1,793 $68K
22 Jpmorgan Chase & Co 0.00% 4,026 $154K
23 National Bank of Canada /Fi/ 0.00% 256 $10K
24 Simplex Trading, LLC 0.00% 252 $10K
25 Mercer Global Advisors Inc /Adv 0.00% 105 $4K
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 I (BOAT)

What does the Smart Money Trend signal show for BOAT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BOAT 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 BOAT?

Slight buying edge — 52% buying: Last quarter: 12 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BOAT holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 27 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BOAT?

Mixed — 29% long-term, 43% new: Of the 28 current holders: 8 (29%) held >2 years, 8 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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