Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST II (CHAT)

140 + Investors. Track Smart Money conviction in CHAT. 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
↑ +28
Streak
4Q ▲
Buyers last Q
78%

Smart Money Signals — CHAT

Based on 133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
133 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 — +217% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+217% 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 — 78% buying

98 buying28 selling
Last quarter: 98 funds were net buyers (39 opened a brand new position + 59 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 19 → 50 → 39. 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 — 67% entered in last year

11% conviction (2yr+) 23% medium 67% new
Only 14 funds (11%) 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 → 15 → 19 → 50 → 39 new funds/Q
New funds entering each quarter: 15 → 19 → 50 → 39. 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 — 69% of holders entered in last year

16% veterans 15% 1-2yr 69% new
Of 140 current holders: 97 (69%) entered in the past year, only 22 (16%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
9 of 133 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.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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.

Hedge Fund Ownership: CHAT

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

Market Analysis: CHAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHAT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CHAT
2026 Q1 Stats Unlock in 19 days 140 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 140 111 26.13%
13F Shares 4M 3M 21.85%
Total Value $239M $204M 17.1%
New Positions 39 52 -13
Increased Positions 69 37 +32
Closed Positions 12 7 +5
Reduced Positions 26 8 +18
Total Calls 4 4 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 0.5 Neutral

Statistics: CHAT

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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

Profitability
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Institutional Holders (2026 Q1)

140 + investors

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

Top 25 institutional holders of CHAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Box Hill Private Wealth LLC 1.21% 19,762 $1.2M
2 Gradient Investments LLC 0.35% 368,250 $22.8M
3 Paladin Wealth, LLC 0.25% 5,788 $358K
4 UNIQUE WEALTH, LLC 0.22% 25,509 $1.6M
5 Gemmer Asset Management LLC 0.22% 44,093 $2.7M
6 VALLEY NATIONAL ADVISERS INC 0.16% 20,198 $1K
7 VESTIA PERSONAL WEALTH ADVISORS 0.15% 5,149 $318K
8 Beacon Financial Advisory LLC 0.14% 9,831 $608K
9 GFS Advisors, LLC 0.13% 8,000 $1.0M
10 SeaCrest Wealth Management, LLC 0.09% 14,157 $876K
11 Noble Wealth Management PBC 0.09% 2,825 $175K
12 BROWN WEALTH MANAGEMENT, LLC 0.07% 4,285 $265K
13 EVOLUTION WEALTH MANAGEMENT INC. 0.06% 1,368 $85K
14 MONEY CONCEPTS CAPITAL CORP 0.06% 17,687 $1.1M
15 WealthPlan Investment Management, LLC 0.06% 16,367 $1.0M
16 Tempus Wealth Planning, LLC 0.05% 3,815 $236K
17 GILL CAPITAL PARTNERS, LLC 0.05% 2,861 $177K
18 Integrated Advisors Network LLC 0.04% 12,314 $762K
19 Allen Mooney & Barnes Investment Advisors LLC 0.03% 3,700 $229K
20 Redhawk Wealth Advisors, Inc. 0.03% 4,758 $294K
21 ARMSTRONG ADVISORY GROUP, INC 0.03% 7,329 $453K
22 VISION FINANCIAL MARKETS LLC 0.02% 274 $17K
23 CARY STREET PARTNERS FINANCIAL LLC 0.01% 9,080 $562K
24 Janney Montgomery Scott LLC 0.01% 72,650 $4K
25 Concurrent Investment Advisors, LLC 0.01% 16,492 $1.0M
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 — 4 quarters in a row: For 4 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 — 78% buying: Last quarter: 98 funds were net buyers (39 opened a brand new position + 59 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHAT holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 133 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 CHAT?

Mostly new holders — 67% entered in last year: Only 14 funds (11%) 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.

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.