Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST II (FBY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
60%

Smart Money Signals — FBY

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FBY 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 — 84% of 2.8Y peak

84% of all-time peak
21 funds currently hold this stock — 84% of the 2.8-year high of 25 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+40% 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 — 60% buying

12 buying8 selling
Last quarter: 12 funds were net buyers (0 opened a brand new position + 12 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 13 → 0. 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 — 29% entered in last year

■ 10% conviction (2yr+) ■ 62% medium ■ 29% new
Only 2 funds (10%) 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 — ~0 new funds/quarter

6 → 6 → 3 → 13 → 0 new funds/Q
New funds entering each quarter: 6 → 3 → 13 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 14% veterans, 45% new entrants

■ 14% veterans ■ 41% 1-2yr ■ 45% new
Of 22 current holders: 3 (14%) held 2+ years, 9 held 1–2 years, 10 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
7 of 21 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — FBY

In 2026 Q1, 12 hedge funds were net buyers of FBY (12 added to existing positions), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 21.

Hedge Fund Ownership: FBY

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

Market Analysis: FBY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FBY

-- --

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

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

Signal Freshness measures how much FBY 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 · 58d ago
FBY
+0.6%
SPY
+15.4%

FBY outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 13d ago
FBY
+0.3%
SPY
+1.5%

Since the filing became public, FBY outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: FBY
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 25 -16.0%
13F Shares 4M 6M -37.51%
Total Value $41M $81M -49.77%
New Positions 0 13 -13
Increased Positions 12 9 +3
Closed Positions 4 3 +1
Reduced Positions 3 1 +2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FBY

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 22 institutional holders of FBY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MCGUIRE CAPITAL ADVISORS INC 0.66% 102,500 $1.0M
2 Tidal Investments LLC 0.08% 3,690,554 $37.2M
3 ZEGA Investments, LLC 0.02% 17,271 $174K
4 Visionary Wealth Advisors 0.02% 36,041 $364K
5 Cavalier Investments, LLC 0.01% 33,265 $336K
6 Prospera Financial Services Inc 0.00% 17,540 $177K
7 SWAN Capital LLC 0.00% 120 $1K
8 Allworth Financial LP 0.00% 5,344 $54K
9 Steward Partners Investment Advisory, LLC 0.00% 2,842 $29K
10 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 200 $2K
11 Rockefeller Capital Management L.P. 0.00% 7,500 $76K
12 Geneos Wealth Management Inc. 0.00% 329 $3K
13 JANE STREET GROUP, LLC 0.00% 54,940 $554K
14 SIMPLEX TRADING, LLC 0.00% 7,888 $80K
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 39,790 $401K
16 CITADEL ADVISORS LLC 0.00% 25,380 $256K
17 CITADEL ADVISORS LLC 0.00% 14,800 $149K
18 GROUP ONE TRADING LLC 0.00% 394 $4K
19 HARBOUR INVESTMENTS, INC. 0.00% 5 —
20 MORGAN STANLEY 0.00% 100 $1K
21 WELLS FARGO & COMPANY/MN 0.00% 2 —
22 FMR LLC 0.00% 4 —
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 (FBY)

What does the Smart Money Trend signal show for FBY?

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

More buyers than sellers — 60% buying: Last quarter: 12 funds were net buyers (0 opened a brand new position + 12 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FBY holders?

Smaller funds dominant — 4% AUM from top-100: 7 of 21 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FBY?

Mostly new holders — 29% entered in last year: Only 2 funds (10%) 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 (FBY) following the 2026 Q1 hedge fund 13F filings?

As of today, FBY has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), FBY has gained +0.6% vs +15.4% 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.

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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