Tidal Trust II (CHAT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Tidal Trust II (CHAT) following the 2026 Q2 hedge fund 13F filings?

As of today, CHAT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.5% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (June 30, 2026), CHAT gained -8.7% vs +0.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Tidal Trust II (CHAT)

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

Smart Money Signals — CHAT

Based on 149 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added CHAT 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

149 hedge funds hold CHAT 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 — +157% more funds vs a year ago

fund count last 6Q

+91 new funds entered over the past year (+157% 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 — 64% buying

90 buying51 selling

Last quarter: 90 funds were net buyers (34 opened a brand new position + 56 added to an existing one). Only 51 were sellers (30 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 19 → 51 → 41 → 34. 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.

🔄

Mostly new holders — 62% entered in last year

■ 13% conviction (2yr+) ■ 25% medium ■ 62% new

Only 20 funds (13%) 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 — ~34 new funds/quarter

18 → 19 → 51 → 41 → 34 new funds/Q

New funds entering each quarter: 19 → 51 → 41 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 71% of holders entered in last year

■ 14% veterans ■ 15% 1-2yr ■ 71% new

Of 153 current holders: 108 (71%) entered in the past year, only 22 (14%) 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 — 26% AUM from major funds

26% from top-100 AUM funds

15 of 148 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.3

out of 10

Moderate Exit Risk

Exit risk score 6.3/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	147	136	8.09%
13F Shares	4M	4M	-12.28%
Total Value	$212M	$240M	-11.67%
New Positions	33	41	-8
Increased Positions	54	58	-4
Closed Positions	22	12	+10
Reduced Positions	29	15	+14
Total Calls	3	4	-25.0%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.67	0.75	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

147

136

8.09%

13F Shares

-12.28%

Total Value

$212M

$240M

-11.67%

New Positions

-8

Increased Positions

-4

Closed Positions

+10

Reduced Positions

+14

Total Calls

-25.0%

Total Puts

-33.33%

PUT/CALL Ratio

0.67

0.75

Bullish

Institutional Holders (2026 Q1)

147 + investors

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

QUARTER:

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

Top 25 CHAT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mainstay Capital Management LLC /Adv	4.76%	997,326	$61.7M
2	Box Hill Private Wealth LLC	1.21%	19,762	$1.2M
3	Berbice Capital Management LLC	1.10%	27,149	$1.7M
4	Mattson Financial Services, LLC	0.85%	57,330	$3.5M
5	Quadcap Wealth Management, LLC	0.49%	70,053	$4.3M
6	Seaview Investment Managers LLC	0.49%	21,890	$1.4M
7	LaSalle St. Investment Advisors, LLC	0.46%	52,993	$3.3M
8	Providence First Trust Co	0.39%	17,941	$1.1M
9	VectorGlobal IAG, Inc.	0.39%	24,041	$1.5M
10	Gradient Investments LLC	0.35%	368,250	$22.8M
11	Endowment Wealth Management, Inc.	0.29%	10,725	$663K
12	Paladin Wealth, LLC	0.25%	5,788	$358K
13	Unique Wealth, LLC	0.22%	25,509	$1.6M
14	Gemmer Asset Management LLC	0.22%	44,093	$2.7M
15	ROSS\JOHNSON & Associates LLC	0.17%	150	$9K
16	Vestia Personal Wealth Advisors	0.15%	5,149	$318K
17	Beacon Financial Advisory LLC	0.14%	9,831	$608K
18	GFS Advisors, LLC	0.13%	8,000	$1.0M
19	SeaCrest Wealth Management, LLC	0.09%	14,157	$876K
20	Brown Financial Advisors	0.09%	3,980	$246K
21	Noble Wealth Management PBC	0.09%	2,825	$175K
22	Sivia Capital Partners, LLC	0.09%	7,195	$445K
23	Gts Securities LLC	0.08%	34,430	$2.1M
24	Brookwood Investment Group LLC	0.08%	9,850	$609K
25	Brown Wealth Management, LLC	0.07%	4,285	$265K

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 (CHAT)

What does the Smart Money Trend signal show for CHAT?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CHAT 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 CHAT?

More buyers than sellers — 64% buying: Last quarter: 90 funds were net buyers (34 opened a brand new position + 56 added to an existing one). Only 51 were sellers (30 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHAT holders?

Strong quality — 26% AUM from major funds: 15 of 148 holders rank in the top 100 by AUM, accounting for 26% 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 CHAT?

Mostly new holders — 62% entered in last year: Only 20 funds (13%) 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 (CHAT) following the 2026 Q2 hedge fund 13F filings?

As of today, CHAT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.5% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (June 30, 2026), CHAT has gained -8.7% vs +0.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Tidal Trust II (CHAT)

Smart Money Signals — CHAT

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +157% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 62% entered in last year

Steady discovery — ~34 new funds/quarter

Early stage — 71% of holders entered in last year

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — CHAT

Hedge Fund Ownership: CHAT

Market Analysis: CHAT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CHAT

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

Hedge Fund Positioning: CHAT

Statistics: CHAT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Tidal Trust II (CHAT)

Welcome to 13Foresight!